Ironwood Financial’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
489
0.06% 135
2025
Q1
$282K Hold
489
0.06% 135
2024
Q4
$286K Hold
489
0.06% 135
2024
Q3
$280K Hold
489
0.06% 132
2024
Q2
$247K Sell
489
-26
-5% -$13.1K 0.06% 135
2024
Q1
$250K Buy
+515
New +$250K 0.06% 140
2021
Q4
Sell
-298
Closed -$101K 375
2021
Q3
$101K Buy
298
+26
+10% +$8.81K 0.03% 142
2021
Q2
$95K Hold
272
0.03% 142
2021
Q1
$80K Hold
272
0.03% 141
2020
Q4
$74K Buy
272
+13
+5% +$3.54K 0.03% 143
2020
Q3
$68K Hold
259
0.03% 101
2020
Q2
$59K Hold
259
0.03% 100
2020
Q1
$43K Hold
259
0.03% 94
2019
Q4
$53K Hold
259
0.02% 108
2019
Q3
$46K Hold
259
0.02% 120
2019
Q2
$50K Hold
259
0.02% 109
2019
Q1
$43K Hold
259
0.02% 123
2018
Q4
$34K Sell
259
-160
-38% -$21K 0.02% 135
2018
Q3
$69K Buy
419
+185
+79% +$30.5K 0.04% 88
2018
Q2
$45K Hold
234
0.03% 91
2018
Q1
$37K Buy
234
+101
+76% +$16K 0.04% 92
2017
Q4
$23K Hold
133
0.01% 129
2017
Q3
$23K Hold
133
0.01% 133
2017
Q2
$20K Hold
133
0.01% 139
2017
Q1
$19K Hold
133
0.01% 138
2016
Q4
$15K Hold
133
0.01% 152
2016
Q3
$17K Hold
133
0.01% 140
2016
Q2
$15K Hold
133
0.01% 150
2016
Q1
$15K Buy
+133
New +$15K 0.01% 152
2015
Q3
$59K Hold
659
0.03% 102
2015
Q2
$56K Hold
659
0.03% 111
2015
Q1
$54K Buy
659
+29
+5% +$2.38K 0.03% 109
2014
Q4
$48K Buy
+630
New +$48K 0.03% 105