Klingman & Associates’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 | $4.34M | Buy |
5,886
+972
| +20% | +$717K | 0.24% | 46 |
|
|
2025
Q1 | $2.83M | Buy |
4,914
+296
| +6% | +$171K | 0.17% | 57 |
|
|
2024
Q4 | $2.7M | Buy |
4,618
+570
| +14% | +$334K | 0.17% | 57 |
|
|
2024
Q3 | $2.32M | Sell |
4,048
-71
| -2% | -$40.6K | 0.14% | 65 |
|
|
2024
Q2 | $2.08M | Buy |
4,119
+169
| +4% | +$85.2K | 0.14% | 63 |
|
|
2024
Q1 | $1.92M | Buy |
3,950
+102
| +3% | +$49.5K | 0.13% | 70 |
|
|
2023
Q4 | $1.36M | Sell |
3,848
-281
| -7% | -$99.5K | 0.1% | 76 |
|
|
2023
Q3 | $1.24M | Buy |
4,129
+491
| +13% | +$147K | 0.1% | 79 |
|
|
2023
Q2 | $1.04M | Buy |
3,638
+81
| +2% | +$23.2K | 0.08% | 85 |
|
|
2023
Q1 | $754K | Sell |
3,557
-160
| -4% | -$33.9K | 0.06% | 96 |
|
|
2022
Q4 | $447K | Buy |
3,717
+606
| +19% | +$72.9K | 0.04% | 125 |
|
|
2022
Q3 | $422K | Sell |
3,111
-145
| -4% | -$19.7K | 0.04% | 118 |
|
|
2022
Q2 | $525K | Sell |
3,256
-463
| -12% | -$74.7K | 0.05% | 104 |
|
|
2022
Q1 | $827K | Sell |
3,719
-225
| -6% | -$50K | 0.07% | 80 |
|
|
2021
Q4 | $1.33M | Buy |
3,944
+1,117
| +40% | +$376K | 0.11% | 62 |
|
|
2021
Q3 | $959K | Buy |
2,827
+350
| +14% | +$119K | 0.09% | 70 |
|
|
2021
Q2 | $861K | Buy |
2,477
+272
| +12% | +$94.5K | 0.08% | 74 |
|
|
2021
Q1 | $649K | Buy |
2,205
+75
| +4% | +$22.1K | 0.07% | 83 |
|
|
2020
Q4 | $582K | Buy |
2,130
+12
| +0.6% | +$3.28K | 0.07% | 84 |
|
|
2020
Q3 | $555K | Buy |
2,118
+876
| +71% | +$230K | 0.07% | 77 |
|
|
2020
Q2 | $282K | Buy |
1,242
+9
| +0.7% | +$2.04K | 0.04% | 107 |
|
|
2020
Q1 | $206K | Sell |
1,233
-695
| -36% | -$116K | 0.04% | 116 |
|
|
2019
Q4 | $396K | Sell |
1,928
-411
| -18% | -$84.4K | 0.06% | 87 |
|
|
2019
Q3 | $417K | Sell |
2,339
-142
| -6% | -$25.3K | 0.07% | 78 |
|
|
2019
Q2 | $479K | Buy |
2,481
+253
| +11% | +$48.8K | 0.09% | 72 |
|
|
2019
Q1 | $371K | Buy |
2,228
+634
| +40% | +$106K | 0.07% | 85 |
|
|
2018
Q4 | $209K | Hold |
1,594
| – | – | 0.05% | 101 |
|
|
2018
Q3 | $262K | Sell |
1,594
-123
| -7% | -$20.2K | 0.05% | 95 |
|
|
2018
Q2 | $334K | Sell |
1,717
-89
| -5% | -$17.3K | 0.07% | 81 |
|
|
2018
Q1 | $289K | Buy |
1,806
+160
| +10% | +$25.6K | 0.06% | 86 |
|
|
2017
Q4 | $290K | Sell |
1,646
-131
| -7% | -$23.1K | 0.06% | 94 |
|
|
2017
Q3 | $304K | Buy |
+1,777
| New | +$304K | 0.07% | 76 |
|
|
2016
Q4 | – | Sell |
-462
| Closed | -$59K | – | 232 |
|
|
2016
Q3 | $59K | Buy |
462
+113
| +32% | +$14.4K | 0.02% | 175 |
|
|
2016
Q2 | $40K | Hold |
349
| – | – | 0.01% | 209 |
|
|
2016
Q1 | $40K | Sell |
349
-33
| -9% | -$3.78K | 0.01% | 206 |
|
|
2015
Q4 | $40K | Buy |
382
+200
| +110% | +$20.9K | 0.02% | 218 |
|
|
2015
Q3 | $16K | Sell |
182
-244
| -57% | -$21.5K | 0.01% | 281 |
|
|
2015
Q2 | $37K | Buy |
426
+389
| +1,051% | +$33.8K | 0.01% | 202 |
|
|
2015
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 341 |
|
|
2014
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 360 |
|