KCFA
Key Client Fiduciary Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
2,928
+180
| +7% | +$133K | 0.87% | 27 |
|
2025
Q1 | $1.58M | Sell |
2,748
-53
| -2% | -$30.6K | 0.72% | 35 |
|
2024
Q4 | $1.64M | Buy |
2,801
+185
| +7% | +$108K | 0.72% | 33 |
|
2024
Q3 | $1.5M | Buy |
2,616
+571
| +28% | +$327K | 0.67% | 34 |
|
2024
Q2 | $1.03M | Buy |
2,045
+179
| +10% | +$90.2K | 0.51% | 46 |
|
2024
Q1 | $906K | Buy |
1,866
+283
| +18% | +$137K | 0.48% | 50 |
|
2023
Q4 | $560K | Sell |
1,583
-67
| -4% | -$23.7K | 0.33% | 73 |
|
2023
Q3 | $495K | Sell |
1,650
-85
| -5% | -$25.5K | 0.3% | 79 |
|
2023
Q2 | $498K | Sell |
1,735
-85
| -5% | -$24.4K | 0.29% | 80 |
|
2023
Q1 | $386K | Sell |
1,820
-164
| -8% | -$34.8K | 0.24% | 95 |
|
2022
Q4 | $239K | Buy |
1,984
+224
| +13% | +$27K | 0.16% | 127 |
|
2022
Q3 | $239K | Sell |
1,760
-173
| -9% | -$23.5K | 0.22% | 90 |
|
2022
Q2 | $312K | Buy |
1,933
+21
| +1% | +$3.39K | 0.3% | 74 |
|
2022
Q1 | $425K | Buy |
1,912
+24
| +1% | +$5.34K | 0.34% | 66 |
|
2021
Q4 | $635K | Buy |
+1,888
| New | +$635K | 0.52% | 49 |
|