Legacy Wealth Management (Mississippi)’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 | $3.13M | Sell |
4,239
-862
| -17% | -$636K | 0.95% | 28 |
|
2025
Q1 | $2.94M | Buy |
+5,101
| New | +$2.94M | 0.96% | 29 |
|
2024
Q4 | – | Sell |
-756
| Closed | -$433K | – | 98 |
|
2024
Q3 | $433K | Buy |
+756
| New | +$433K | 0.16% | 77 |
|
2022
Q1 | – | Sell |
-714
| Closed | -$240K | – | 100 |
|
2021
Q4 | $240K | Sell |
714
-25
| -3% | -$8.41K | 0.12% | 98 |
|
2021
Q3 | $251K | Hold |
739
| – | – | 0.13% | 97 |
|
2021
Q2 | $257K | Hold |
739
| – | – | 0.14% | 95 |
|
2021
Q1 | $218K | Hold |
739
| – | – | 0.13% | 94 |
|
2020
Q4 | $202K | Buy |
+739
| New | +$202K | 0.13% | 93 |
|