KFA
Kelleher Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Buy |
12,497
+229
| +2% | +$169K | 3.2% | 8 |
|
|
2025
Q1 | $7.07M | Sell |
12,268
-147
| -1% | -$84.7K | 2.82% | 8 |
|
|
2024
Q4 | $7.27M | Buy |
12,415
+109
| +0.9% | +$63.8K | 2.74% | 8 |
|
|
2024
Q3 | $7.04M | Sell |
12,306
-102
| -0.8% | -$58.4K | 2.68% | 8 |
|
|
2024
Q2 | $6.26M | Buy |
12,408
+224
| +2% | +$113K | 2.57% | 8 |
|
|
2024
Q1 | $5.92M | Sell |
12,184
-129
| -1% | -$62.6K | 2.45% | 8 |
|
|
2023
Q4 | $4.36M | Buy |
12,313
+3
| +0% | +$1.06K | 2.05% | 10 |
|
|
2023
Q3 | $3.7M | Sell |
12,310
-122
| -1% | -$36.6K | 1.89% | 9 |
|
|
2023
Q2 | $3.57M | Hold |
12,432
| – | – | 2.06% | 10 |
|
|
2023
Q1 | $2.63M | Buy |
12,432
+2,872
| +30% | +$609K | 1.74% | 10 |
|
|
2022
Q4 | $1.15M | Sell |
9,560
-2,725
| -22% | -$328K | 0.86% | 22 |
|
|
2022
Q3 | $1.67M | Sell |
12,285
-2,967
| -19% | -$402K | 1.19% | 14 |
|
|
2022
Q2 | $2.46M | Sell |
15,252
-1,744
| -10% | -$281K | 1.11% | 13 |
|
|
2022
Q1 | $3.78M | Buy |
16,996
+2,339
| +16% | +$520K | 2.09% | 7 |
|
|
2021
Q4 | $4.93M | Sell |
14,657
-1,795
| -11% | -$604K | 2.62% | 6 |
|
|
2021
Q3 | $5.58M | Buy |
16,452
+4,442
| +37% | +$1.51M | 2.46% | 6 |
|
|
2021
Q2 | $4.18M | Buy |
12,010
+661
| +6% | +$230K | 2.35% | 7 |
|
|
2021
Q1 | $3.34M | Buy |
11,349
+2,446
| +27% | +$720K | 2.15% | 9 |
|
|
2020
Q4 | $2.43M | Buy |
8,903
+415
| +5% | +$113K | 1.83% | 10 |
|
|
2020
Q3 | $2.22M | Buy |
8,488
+624
| +8% | +$163K | 1.84% | 10 |
|
|
2020
Q2 | $1.79M | Sell |
7,864
-1,317
| -14% | -$299K | 1.71% | 11 |
|
|
2020
Q1 | $1.53M | Buy |
9,181
+1,255
| +16% | +$209K | 1.83% | 12 |
|
|
2019
Q4 | $1.63M | Buy |
7,926
+810
| +11% | +$166K | 1.64% | 13 |
|
|
2019
Q3 | $1.27M | Sell |
7,116
-90
| -1% | -$16K | 1.54% | 12 |
|
|
2019
Q2 | $1.39M | Buy |
+7,206
| New | +$1.39M | 1.71% | 13 |
|
|
2018
Q4 | $704K | Sell |
5,375
-2,069
| -28% | -$271K | 1.13% | 22 |
|
|
2018
Q3 | $1.22M | Buy |
7,444
+2,910
| +64% | +$478K | 1.59% | 14 |
|
|
2018
Q2 | $881K | Sell |
4,534
-610
| -12% | -$119K | 1.26% | 17 |
|
|
2018
Q1 | $848K | Buy |
5,144
+809
| +19% | +$133K | 1.16% | 18 |
|
|
2017
Q4 | $764K | Buy |
4,335
+1,377
| +47% | +$243K | 1.21% | 23 |
|
|
2017
Q3 | $505K | Buy |
2,958
+50
| +2% | +$8.54K | 1.06% | 32 |
|
|
2017
Q2 | $439K | Buy |
2,908
+172
| +6% | +$26K | 0.85% | 43 |
|
|
2017
Q1 | $388K | Buy |
2,736
+95
| +4% | +$13.5K | 0.83% | 45 |
|
|
2016
Q4 | $303K | Buy |
2,641
+195
| +8% | +$22.4K | 0.17% | 102 |
|
|
2016
Q3 | $313K | Sell |
2,446
-1,000
| -29% | -$128K | 0.18% | 99 |
|
|
2016
Q2 | $393K | Buy |
3,446
+800
| +30% | +$91.2K | 0.24% | 82 |
|
|
2016
Q1 | $301K | Buy |
2,646
+100
| +4% | +$11.4K | 0.17% | 118 |
|
|
2015
Q4 | $266K | Buy |
2,546
+150
| +6% | +$15.7K | 0.18% | 94 |
|
|
2015
Q3 | $215K | Hold |
2,396
| – | – | 0.14% | 101 |
|
|
2015
Q2 | $205K | Buy |
+2,396
| New | +$205K | 0.12% | 106 |
|