Kelly Financial Services’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 | $280K | Sell |
379
-4
| -1% | -$2.96K | 0.08% | 95 |
|
|
2025
Q1 | $221K | Sell |
383
-2
| -0.5% | -$1.15K | 0.08% | 100 |
|
|
2024
Q4 | $225K | Sell |
385
-11
| -3% | -$6.44K | 0.08% | 107 |
|
|
2024
Q3 | $227K | Sell |
396
-2
| -0.5% | -$1.14K | 0.08% | 107 |
|
|
2024
Q2 | $200K | Hold |
398
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $193K | Sell |
398
-5
| -1% | -$2.43K | 0.07% | 109 |
|
|
2023
Q4 | $143K | Sell |
403
-3
| -0.7% | -$1.06K | 0.06% | 114 |
|
|
2023
Q3 | $122K | Buy |
406
+26
| +7% | +$7.81K | 0.06% | 110 |
|
|
2023
Q2 | $109K | Sell |
380
-19
| -5% | -$5.45K | 0.05% | 114 |
|
|
2023
Q1 | $84.6K | Sell |
399
-13
| -3% | -$2.76K | 0.04% | 134 |
|
|
2022
Q4 | $49.6K | Hold |
412
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $55.9K | Sell |
412
-42
| -9% | -$5.7K | 0.03% | 148 |
|
|
2022
Q2 | $73.2K | Sell |
454
-14
| -3% | -$2.26K | 0.04% | 133 |
|
|
2022
Q1 | $104K | Buy |
468
+2
| +0.4% | +$445 | 0.05% | 122 |
|
|
2021
Q4 | $157K | Buy |
466
+12
| +3% | +$4.04K | 0.07% | 93 |
|
|
2021
Q3 | $154K | Sell |
454
-160,883
| -100% | -$54.6M | 0.09% | 79 |
|
|
2021
Q2 | $464K | Buy |
161,337
+160,853
| +33,234% | +$463K | 0.02% | 192 |
|
|
2021
Q1 | $143K | Sell |
484
-6
| -1% | -$1.77K | 0.09% | 63 |
|
|
2020
Q4 | $134K | Sell |
490
-58
| -11% | -$15.8K | 0.09% | 54 |
|
|
2020
Q3 | $144K | Hold |
548
| – | – | 0.1% | 37 |
|
|
2020
Q2 | $124K | Buy |
548
+29
| +6% | +$6.59K | 0.1% | 42 |
|
|
2020
Q1 | $86.6K | Buy |
519
+48
| +10% | +$8.01K | 0.11% | 48 |
|
|
2019
Q4 | $96.7K | Hold |
471
| – | – | 0.07% | 52 |
|
|
2019
Q3 | $83.9K | Hold |
471
| – | – | 0.08% | 55 |
|
|
2019
Q2 | $90.9K | Buy |
471
+22
| +5% | +$4.25K | 0.08% | 51 |
|
|
2019
Q1 | $74.8K | Buy |
+449
| New | +$74.8K | 0.08% | 57 |
|