LifeSteps Financial’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 | $729K | Sell |
988
-81
| -8% | -$59.8K | 0.5% | 32 |
|
|
2025
Q1 | $616K | Buy |
1,069
+39
| +4% | +$22.5K | 0.5% | 38 |
|
|
2024
Q4 | $603K | Buy |
1,030
+100
| +11% | +$58.6K | 0.46% | 41 |
|
|
2024
Q3 | $532K | Buy |
930
+30
| +3% | +$17.2K | 0.42% | 47 |
|
|
2024
Q2 | $454K | Buy |
900
+70
| +8% | +$35.3K | 0.37% | 50 |
|
|
2024
Q1 | $403K | Hold |
830
| – | – | 0.3% | 52 |
|
|
2023
Q4 | $294K | Buy |
830
+48
| +6% | +$17K | 0.26% | 62 |
|
|
2023
Q3 | $235K | Buy |
782
+25
| +3% | +$7.51K | 0.24% | 64 |
|
|
2023
Q2 | $217K | Buy |
+757
| New | +$217K | 0.21% | 65 |
|
|
2022
Q3 | – | Sell |
-1,482
| Closed | -$239K | – | 76 |
|
|
2022
Q2 | $239K | Buy |
1,482
+50
| +3% | +$8.06K | 0.25% | 65 |
|
|
2022
Q1 | $318K | Sell |
1,432
-70
| -5% | -$15.5K | 0.24% | 64 |
|
|
2021
Q4 | $505K | Buy |
1,502
+260
| +21% | +$87.4K | 0.36% | 45 |
|
|
2021
Q3 | $422K | Buy |
1,242
+22
| +2% | +$7.48K | 0.32% | 50 |
|
|
2021
Q2 | $424K | Sell |
1,220
-12
| -1% | -$4.17K | 0.33% | 48 |
|
|
2021
Q1 | $363K | Sell |
1,232
-40
| -3% | -$11.8K | 0.3% | 51 |
|
|
2020
Q4 | $347K | Sell |
1,272
-60
| -5% | -$16.4K | 0.32% | 50 |
|
|
2020
Q3 | $349K | Sell |
1,332
-385
| -22% | -$101K | 0.37% | 47 |
|
|
2020
Q2 | $390K | Sell |
1,717
-42
| -2% | -$9.54K | 0.45% | 42 |
|
|
2020
Q1 | $293K | Hold |
1,759
| – | – | 0.34% | 55 |
|
|
2019
Q4 | $361K | Buy |
+1,759
| New | +$361K | 0.34% | 56 |
|