Key Financial Inc’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
$859K Buy
1,164
+16
+1% +$11.8K 0.17% 113
2025
Q1
$662K Sell
1,148
-131
-10% -$75.5K 0.14% 126
2024
Q4
$749K Buy
1,279
+17
+1% +$9.95K 0.17% 110
2024
Q3
$722K Sell
1,262
-69
-5% -$39.5K 0.16% 114
2024
Q2
$671K Hold
1,331
0.16% 111
2024
Q1
$646K Buy
1,331
+85
+7% +$41.3K 0.16% 110
2023
Q4
$441K Sell
1,246
-5
-0.4% -$1.77K 0.12% 138
2023
Q3
$376K Buy
1,251
+51
+4% +$15.3K 0.13% 138
2023
Q2
$344K Buy
1,200
+232
+24% +$66.6K 0.11% 147
2023
Q1
$205K Sell
968
-43
-4% -$9.11K 0.07% 193
2022
Q4
$137K Hold
1,011
0.06% 212
2022
Q3
$137K Sell
1,011
-75
-7% -$10.2K 0.06% 214
2022
Q2
$174K Sell
1,086
-50
-4% -$8.01K 0.09% 165
2022
Q1
$253K Sell
1,136
-10
-0.9% -$2.23K 0.13% 131
2021
Q4
$385K Buy
1,146
+165
+17% +$55.4K 0.19% 102
2021
Q3
$333K Hold
981
0.19% 103
2021
Q2
$350K Buy
981
+220
+29% +$78.5K 0.2% 99
2021
Q1
$224K Buy
761
+106
+16% +$31.2K 0.15% 129
2020
Q4
$179K Buy
+655
New +$179K 0.13% 131
2020
Q2
Sell
-609
Closed -$101K 409
2020
Q1
$101K Buy
+609
New +$101K 0.1% 153