Jeppson Wealth Management’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 | $2.86M | Sell |
3,875
-64
| -2% | -$47.2K | 0.99% | 22 |
|
|
2025
Q1 | $2.27M | Sell |
3,939
-52
| -1% | -$30K | 0.83% | 26 |
|
|
2024
Q4 | $2.34M | Sell |
3,991
-118
| -3% | -$69.1K | 0.85% | 26 |
|
|
2024
Q3 | $2.35M | Buy |
4,109
+27
| +0.7% | +$15.5K | 0.84% | 25 |
|
|
2024
Q2 | $2.06M | Sell |
4,082
-43
| -1% | -$21.7K | 0.79% | 27 |
|
|
2024
Q1 | $2M | Sell |
4,125
-336
| -8% | -$163K | 0.78% | 26 |
|
|
2023
Q4 | $1.58M | Sell |
4,461
-56
| -1% | -$19.8K | 0.65% | 38 |
|
|
2023
Q3 | $1.36M | Sell |
4,517
-30
| -0.7% | -$9.01K | 0.62% | 41 |
|
|
2023
Q2 | $1.3M | Sell |
4,547
-188
| -4% | -$54K | 0.57% | 44 |
|
|
2023
Q1 | $1M | Sell |
4,735
-269
| -5% | -$57K | 0.44% | 62 |
|
|
2022
Q4 | $602K | Sell |
5,004
-1,209
| -19% | -$145K | 0.25% | 92 |
|
|
2022
Q3 | $843K | Sell |
6,213
-53
| -0.8% | -$7.19K | 0.38% | 63 |
|
|
2022
Q2 | $1.01M | Buy |
6,266
+363
| +6% | +$58.5K | 0.43% | 52 |
|
|
2022
Q1 | $1.31M | Buy |
5,903
+717
| +14% | +$159K | 0.61% | 38 |
|
|
2021
Q4 | $1.74M | Buy |
5,186
+2
| +0% | +$673 | 0.84% | 23 |
|
|
2021
Q3 | $1.76M | Sell |
5,184
-1
| -0% | -$339 | 0.92% | 21 |
|
|
2021
Q2 | $1.8M | Sell |
5,185
-110
| -2% | -$38.2K | 0.98% | 21 |
|
|
2021
Q1 | $1.56M | Sell |
5,295
-88
| -2% | -$25.9K | 0.93% | 21 |
|
|
2020
Q4 | $1.47M | Sell |
5,383
-8
| -0.1% | -$2.19K | 0.98% | 21 |
|
|
2020
Q3 | $1.41M | Buy |
+5,391
| New | +$1.41M | 1.11% | 16 |
|