Kapstone Financial Advisors’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 | $6.86M | Buy |
9,290
+179
| +2% | +$132K | 3.42% | 5 |
|
|
2025
Q1 | $5.25M | Sell |
9,111
-12
| -0.1% | -$6.92K | 2.97% | 6 |
|
|
2024
Q4 | $6.17M | Sell |
9,123
-132
| -1% | -$89.3K | 3.29% | 5 |
|
|
2024
Q3 | $5.25M | Hold |
9,255
| – | – | 3.18% | 6 |
|
|
2024
Q2 | $4.67M | Sell |
9,255
-75
| -0.8% | -$37.8K | 3.06% | 6 |
|
|
2024
Q1 | $4.53M | Hold |
9,330
| – | – | 3.08% | 6 |
|
|
2023
Q4 | $3.67M | Buy |
9,330
+10
| +0.1% | +$3.93K | 2.88% | 6 |
|
|
2023
Q3 | $2.8M | Buy |
9,320
+3
| +0% | +$901 | 2.52% | 6 |
|
|
2023
Q2 | $3.01M | Sell |
9,317
-83
| -0.9% | -$26.8K | 2.49% | 6 |
|
|
2023
Q1 | $2.07M | Sell |
9,400
-137
| -1% | -$30.2K | 1.87% | 10 |
|
|
2022
Q4 | $1.8M | Buy |
+9,537
| New | +$1.8M | 1.64% | 11 |
|