KFP
KMG Fiduciary Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
43,678
+2,029
| +5% | +$1.5M | 2.39% | 9 |
|
|
2025
Q1 | $24M | Sell |
41,649
-2,201
| -5% | -$1.27M | 1.99% | 9 |
|
|
2024
Q4 | $25.7M | Sell |
43,850
-1,720
| -4% | -$1.01M | 2.13% | 9 |
|
|
2024
Q3 | $26.1M | Buy |
45,570
+1,941
| +4% | +$1.11M | 2.25% | 8 |
|
|
2024
Q2 | $22M | Sell |
43,629
-508
| -1% | -$256K | 2.16% | 10 |
|
|
2024
Q1 | $21.4M | Buy |
44,137
+880
| +2% | +$427K | 2.22% | 8 |
|
|
2023
Q4 | $15.3M | Buy |
43,257
+839
| +2% | +$297K | 1.78% | 10 |
|
|
2023
Q3 | $12.7M | Buy |
42,418
+1,412
| +3% | +$424K | 1.68% | 11 |
|
|
2023
Q2 | $11.8M | Sell |
41,006
-10,861
| -21% | -$3.12M | 1.52% | 11 |
|
|
2023
Q1 | $11M | Buy |
51,867
+6,731
| +15% | +$1.43M | 1.58% | 10 |
|
|
2022
Q4 | $5.43M | Sell |
45,136
-610
| -1% | -$73.4K | 0.89% | 26 |
|
|
2022
Q3 | $6.21M | Buy |
45,746
+8,080
| +21% | +$1.1M | 1.19% | 19 |
|
|
2022
Q2 | $6.07M | Buy |
37,666
+11,962
| +47% | +$1.93M | 1.13% | 20 |
|
|
2022
Q1 | $5.72M | Buy |
25,704
+6,819
| +36% | +$1.52M | 0.91% | 29 |
|
|
2021
Q4 | $6.35M | Buy |
18,885
+1,127
| +6% | +$379K | 0.98% | 27 |
|
|
2021
Q3 | $6.03M | Buy |
17,758
+5,711
| +47% | +$1.94M | 1.03% | 26 |
|
|
2021
Q2 | $4.19M | Buy |
12,047
+1,170
| +11% | +$407K | 0.74% | 37 |
|
|
2021
Q1 | $3.2M | Sell |
10,877
-10,961
| -50% | -$3.23M | 0.62% | 43 |
|
|
2020
Q4 | $5.92M | Buy |
21,838
+1,722
| +9% | +$467K | 1.25% | 23 |
|
|
2020
Q3 | $5.27M | Sell |
20,116
-1,876
| -9% | -$491K | 1.31% | 21 |
|
|
2020
Q2 | $4.99M | Buy |
21,992
+482
| +2% | +$109K | 1.39% | 19 |
|
|
2020
Q1 | $3.59M | Buy |
21,510
+2,627
| +14% | +$438K | 1.16% | 27 |
|
|
2019
Q4 | $3.88M | Buy |
18,883
+1,688
| +10% | +$346K | 1.18% | 33 |
|
|
2019
Q3 | $3.06M | Buy |
17,195
+925
| +6% | +$165K | 1.04% | 32 |
|
|
2019
Q2 | $3.14M | Buy |
16,270
+1,723
| +12% | +$333K | 1.14% | 31 |
|
|
2019
Q1 | $2.43M | Buy |
14,547
+3,313
| +29% | +$552K | 0.92% | 34 |
|
|
2018
Q4 | $1.47M | Buy |
+11,234
| New | +$1.47M | 0.67% | 37 |
|