Key Client Fiduciary Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Sell	3,143 -219	-7%	-$134K	0.51%	42
2026 Q1	$1.92M	Buy	3,362 +171	+5%	+$110K	0.65%	34
2025 Q4	$2.11M	Buy	3,191 +165	+5%	+$110K	0.72%	34
2025 Q3	$2.22M	Buy	3,026 +98	+3%	+$72.9K	0.74%	32
2025 Q2	$2.16M	Buy	2,928 +180	+7%	+$111K	0.87%	28
2025 Q1	$1.58M	Sell	2,748 -53	-2%	-$34.2K	0.72%	36
2024 Q4	$1.64M	Buy	2,801 +185	+7%	+$109K	0.72%	34
2024 Q3	$1.5M	Buy	2,616 +571	+28%	+$294K	0.67%	35
2024 Q2	$1.03M	Buy	2,045 +179	+10%	+$87K	0.51%	48
2024 Q1	$906K	Buy	1,866 +283	+18%	+$126K	0.48%	50
2023 Q4	$560K	Sell	1,583 -67	-4%	-$21.8K	0.33%	74
2023 Q3	$495K	Sell	1,650 -85	-5%	-$25.6K	0.3%	79
2023 Q2	$498K	Sell	1,735 -85	-5%	-$21K	0.29%	80
2023 Q1	$386K	Sell	1,820 -164	-8%	-$27.9K	0.24%	95
2022 Q4	$239K	Buy	1,984 +224	+13%	+$26.3K	0.16%	129
2022 Q3	$239K	Sell	1,760 -173	-9%	-$28K	0.22%	93
2022 Q2	$312K	Buy	1,933 +21	+1%	+$4.05K	0.3%	75
2022 Q1	$425K	Buy	1,912 +24	+1%	+$6K	0.34%	71
2021 Q4	$635K	Buy	+1,888	New	+$627K	0.52%	49