Jackson Grant Investment Advisers’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 | $426K | Hold |
577
| – | – | 0.16% | 76 |
|
|
2025
Q1 | $333K | Hold |
577
| – | – | 0.13% | 82 |
|
|
2024
Q4 | $338K | Hold |
577
| – | – | 0.13% | 79 |
|
|
2024
Q3 | $330K | Hold |
577
| – | – | 0.12% | 83 |
|
|
2024
Q2 | $291K | Hold |
577
| – | – | 0.12% | 87 |
|
|
2024
Q1 | $280K | Hold |
577
| – | – | 0.11% | 88 |
|
|
2023
Q4 | $204K | Hold |
577
| – | – | 0.09% | 99 |
|
|
2023
Q3 | $173K | Hold |
577
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $166K | Hold |
577
| – | – | 0.08% | 111 |
|
|
2023
Q1 | $122K | Buy |
577
+60
| +12% | +$12.7K | 0.06% | 135 |
|
|
2022
Q4 | $62.2K | Sell |
517
-655
| -56% | -$78.8K | 0.03% | 163 |
|
|
2022
Q3 | $159K | Hold |
1,172
| – | – | 0.08% | 105 |
|
|
2022
Q2 | $189K | Buy |
1,172
+15
| +1% | +$2.42K | 0.09% | 103 |
|
|
2022
Q1 | $257K | Hold |
1,157
| – | – | 0.11% | 92 |
|
|
2021
Q4 | $389K | Hold |
1,157
| – | – | 0.2% | 63 |
|
|
2021
Q3 | $393K | Buy |
1,157
+136
| +13% | +$46.2K | 0.18% | 75 |
|
|
2021
Q2 | $355K | Buy |
1,021
+32
| +3% | +$11.1K | 0.16% | 79 |
|
|
2021
Q1 | $291K | Sell |
989
-519
| -34% | -$153K | 0.13% | 86 |
|
|
2020
Q4 | $412K | Buy |
1,508
+1,271
| +536% | +$347K | 0.21% | 61 |
|
|
2020
Q3 | $62K | Hold |
237
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $54K | Hold |
237
| – | – | 0.03% | 142 |
|
|
2020
Q1 | $40K | Hold |
237
| – | – | 0.03% | 146 |
|
|
2019
Q4 | $49K | Hold |
237
| – | – | 0.03% | 149 |
|
|
2019
Q3 | $42K | Hold |
237
| – | – | 0.02% | 156 |
|
|
2019
Q2 | $46K | Hold |
237
| – | – | 0.03% | 152 |
|
|
2019
Q1 | $40K | Hold |
237
| – | – | 0.02% | 155 |
|
|
2018
Q4 | $31K | Buy |
+237
| New | +$31K | 0.02% | 163 |
|
|
2018
Q1 | – | Sell |
-139
| Closed | -$25K | – | 213 |
|
|
2017
Q4 | $25K | Buy |
139
+100
| +256% | +$18K | 0.02% | 178 |
|
|
2017
Q3 | $7K | Buy |
+39
| New | +$7K | 0.01% | 199 |
|