Lifeworks Advisors’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 | $1.48M | Buy |
2,011
+141
| +8% | +$104K | 0.22% | 101 |
|
|
2025
Q1 | $1.08M | Buy |
1,870
+10
| +0.5% | +$5.76K | 0.18% | 116 |
|
|
2024
Q4 | $1.09M | Buy |
1,860
+288
| +18% | +$169K | 0.2% | 112 |
|
|
2024
Q3 | $900K | Buy |
1,572
+495
| +46% | +$283K | 0.18% | 123 |
|
|
2024
Q2 | $543K | Sell |
1,077
-742
| -41% | -$374K | 0.15% | 122 |
|
|
2024
Q1 | $883K | Sell |
1,819
-167
| -8% | -$81.1K | 0.25% | 95 |
|
|
2023
Q4 | $703K | Sell |
1,986
-470
| -19% | -$166K | 0.24% | 95 |
|
|
2023
Q3 | $737K | Sell |
2,456
-884
| -26% | -$265K | 0.29% | 95 |
|
|
2023
Q2 | $959K | Sell |
3,340
-14,030
| -81% | -$4.03M | 0.41% | 77 |
|
|
2023
Q1 | $3.68M | Sell |
17,370
-5,432
| -24% | -$1.15M | 1.74% | 10 |
|
|
2022
Q4 | $2.74M | Buy |
22,802
+1,329
| +6% | +$160K | 1.55% | 20 |
|
|
2022
Q3 | $2M | Buy |
+21,473
| New | +$2M | 1.14% | 27 |
|