Live Oak Private Wealth’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 | $839K | Buy |
1,137
+190
| +20% | +$140K | 0.13% | 112 |
|
|
2025
Q1 | $546K | Sell |
947
-70
| -7% | -$40.3K | 0.09% | 123 |
|
|
2024
Q4 | $595K | Buy |
1,017
+10
| +1% | +$5.86K | 0.1% | 114 |
|
|
2024
Q3 | $576K | Buy |
1,007
+22
| +2% | +$12.6K | 0.09% | 116 |
|
|
2024
Q2 | $497K | Buy |
985
+5
| +0.5% | +$2.52K | 0.09% | 119 |
|
|
2024
Q1 | $476K | Hold |
980
| – | – | 0.08% | 115 |
|
|
2023
Q4 | $347K | Sell |
980
-1
| -0.1% | -$354 | 0.07% | 123 |
|
|
2023
Q3 | $295K | Hold |
981
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $282K | Buy |
+981
| New | +$282K | 0.06% | 131 |
|
|
2020
Q2 | – | Sell |
-2,153
| Closed | -$359K | – | 140 |
|
|
2020
Q1 | $359K | Hold |
2,153
| – | – | 0.37% | 47 |
|
|
2019
Q4 | $442K | Buy |
+2,153
| New | +$442K | 0.43% | 43 |
|