Lyell Wealth Management’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 | $38.2M | Buy |
51,726
+1,465
| +3% | +$1.08M | 3.02% | 3 |
|
|
2025
Q1 | $29M | Buy |
50,261
+792
| +2% | +$456K | 2.71% | 5 |
|
|
2024
Q4 | $29M | Buy |
49,469
+339
| +0.7% | +$198K | 2.6% | 5 |
|
|
2024
Q3 | $28.1M | Buy |
49,130
+650
| +1% | +$372K | 2.56% | 5 |
|
|
2024
Q2 | $24.4M | Buy |
48,480
+3,756
| +8% | +$1.89M | 2.33% | 7 |
|
|
2024
Q1 | $21.7M | Sell |
44,724
-273
| -0.6% | -$133K | 2.21% | 6 |
|
|
2023
Q4 | $15.9M | Buy |
44,997
+8
| +0% | +$2.83K | 1.81% | 12 |
|
|
2023
Q3 | $13.5M | Sell |
44,989
-538
| -1% | -$162K | 1.82% | 11 |
|
|
2023
Q2 | $13.1M | Buy |
45,527
+345
| +0.8% | +$99K | 1.67% | 14 |
|
|
2023
Q1 | $9.58M | Sell |
45,182
-355
| -0.8% | -$75.2K | 1.34% | 23 |
|
|
2022
Q4 | $5.48M | Sell |
45,537
-4,584
| -9% | -$552K | 0.87% | 46 |
|
|
2022
Q3 | $6.8M | Sell |
50,121
-8,284
| -14% | -$1.12M | 1.16% | 27 |
|
|
2022
Q2 | $9.42M | Buy |
58,405
+1,081
| +2% | +$174K | 1.54% | 17 |
|
|
2022
Q1 | $12.7M | Buy |
57,324
+1,448
| +3% | +$322K | 1.64% | 14 |
|
|
2021
Q4 | $18.8M | Sell |
55,876
-794
| -1% | -$267K | 2.15% | 9 |
|
|
2021
Q3 | $19.2M | Sell |
56,670
-1,322
| -2% | -$449K | 2.34% | 7 |
|
|
2021
Q2 | $20.2M | Buy |
57,992
+1,167
| +2% | +$406K | 2.5% | 7 |
|
|
2021
Q1 | $16.7M | Buy |
56,825
+8,574
| +18% | +$2.53M | 2.44% | 6 |
|
|
2020
Q4 | $13.2M | Buy |
48,251
+3,875
| +9% | +$1.06M | 2.11% | 9 |
|
|
2020
Q3 | $11.6M | Buy |
44,376
+760
| +2% | +$199K | 2.18% | 11 |
|
|
2020
Q2 | $9.9M | Buy |
43,616
+3,045
| +8% | +$691K | 2.17% | 10 |
|
|
2020
Q1 | $6.77M | Buy |
40,571
+1,972
| +5% | +$329K | 2.02% | 10 |
|
|
2019
Q4 | $7.92M | Sell |
38,599
-1,505
| -4% | -$309K | 2.12% | 8 |
|
|
2019
Q3 | $7.14M | Buy |
40,104
+314
| +0.8% | +$55.9K | 2.15% | 9 |
|
|
2019
Q2 | $7.68M | Buy |
39,790
+617
| +2% | +$119K | 2.31% | 6 |
|
|
2019
Q1 | $6.53M | Sell |
39,173
-1,429
| -4% | -$238K | 2.18% | 9 |
|
|
2018
Q4 | $5.32M | Sell |
40,602
-249
| -0.6% | -$32.6K | 2.22% | 10 |
|
|
2018
Q3 | $6.72M | Buy |
40,851
+1,050
| +3% | +$173K | 2.26% | 6 |
|
|
2018
Q2 | $7.73M | Sell |
39,801
-129
| -0.3% | -$25.1K | 2.83% | 5 |
|
|
2018
Q1 | $6.38M | Sell |
39,930
-2,366
| -6% | -$378K | 2.36% | 5 |
|
|
2017
Q4 | $7.46M | Sell |
42,296
-180
| -0.4% | -$31.8K | 2.96% | 3 |
|
|
2017
Q3 | $7.26M | Sell |
42,476
-1,004
| -2% | -$172K | 3.13% | 3 |
|
|
2017
Q2 | $6.57M | Buy |
43,480
+2,201
| +5% | +$332K | 3.19% | 3 |
|
|
2017
Q1 | $5.86M | Buy |
41,279
+7,108
| +21% | +$1.01M | 3.17% | 3 |
|
|
2016
Q4 | $3.93M | Buy |
+34,171
| New | +$3.93M | 2.44% | 3 |
|