KFS
Kaizen Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Buy |
1,866
+176
| +10% | +$130K | 0.7% | 29 |
|
2025
Q1 | $974K | Buy |
1,690
+152
| +10% | +$87.6K | 0.56% | 31 |
|
2024
Q4 | $900K | Hold |
1,538
| – | – | 0.51% | 31 |
|
2024
Q3 | $880K | Sell |
1,538
-34
| -2% | -$19.5K | 0.51% | 36 |
|
2024
Q2 | $728K | Sell |
1,572
-1
| -0.1% | -$463 | 0.45% | 39 |
|
2024
Q1 | $764K | Sell |
1,573
-26
| -2% | -$12.6K | 0.52% | 35 |
|
2023
Q4 | $566K | Buy |
1,599
+586
| +58% | +$207K | 0.43% | 41 |
|
2023
Q3 | $304K | Sell |
1,013
-29
| -3% | -$8.71K | 0.26% | 65 |
|
2023
Q2 | $322K | Sell |
1,042
-800
| -43% | -$247K | 0.28% | 62 |
|
2023
Q1 | $390K | Sell |
1,842
-3,268
| -64% | -$693K | 0.39% | 50 |
|
2022
Q4 | $700K | Sell |
5,110
-4,515
| -47% | -$618K | 0.69% | 40 |
|
2022
Q3 | $1.31M | Buy |
9,625
+765
| +9% | +$104K | 1.32% | 24 |
|
2022
Q2 | $1.43M | Sell |
8,860
-282
| -3% | -$45.5K | 1.41% | 19 |
|
2022
Q1 | $2.03M | Buy |
9,142
+6,135
| +204% | +$1.36M | 1.59% | 17 |
|
2021
Q4 | $1.01M | Sell |
3,007
-54
| -2% | -$18.2K | 0.76% | 37 |
|
2021
Q3 | $1.04M | Buy |
+3,061
| New | +$1.04M | 0.84% | 33 |
|
2021
Q1 | $280K | Sell |
950
-550
| -37% | -$162K | 0.27% | 109 |
|
2020
Q4 | $410K | Buy |
+1,500
| New | +$410K | 0.46% | 72 |
|