Madison Wealth Partners’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 | $1.16M | Buy |
1,574
+201
| +15% | +$148K | 0.25% | 49 |
|
|
2025
Q1 | $791K | Buy |
1,373
+14
| +1% | +$8.07K | 0.2% | 62 |
|
|
2024
Q4 | $796K | Buy |
1,359
+44
| +3% | +$25.8K | 0.22% | 56 |
|
|
2024
Q3 | $753K | Sell |
1,315
-70
| -5% | -$40.1K | 0.22% | 59 |
|
|
2024
Q2 | $698K | Sell |
1,385
-110
| -7% | -$55.5K | 0.24% | 56 |
|
|
2024
Q1 | $726K | Buy |
1,495
+78
| +6% | +$37.9K | 0.26% | 53 |
|
|
2023
Q4 | $502K | Buy |
1,417
+23
| +2% | +$8.14K | 0.2% | 63 |
|
|
2023
Q3 | $418K | Buy |
1,394
+18
| +1% | +$5.4K | 0.21% | 55 |
|
|
2023
Q2 | $395K | Sell |
1,376
-515
| -27% | -$148K | 0.18% | 52 |
|
|
2023
Q1 | $401K | Buy |
1,891
+57
| +3% | +$12.1K | 0.2% | 54 |
|
|
2022
Q4 | $221K | Buy |
+1,834
| New | +$221K | 0.13% | 70 |
|
|
2022
Q2 | – | Sell |
-1,214
| Closed | -$270K | – | 86 |
|
|
2022
Q1 | $270K | Sell |
1,214
-46
| -4% | -$10.2K | 0.15% | 57 |
|
|
2021
Q4 | $424K | Buy |
1,260
+20
| +2% | +$6.73K | 0.21% | 42 |
|
|
2021
Q3 | $421K | Hold |
1,240
| – | – | 0.24% | 41 |
|
|
2021
Q2 | $431K | Buy |
1,240
+35
| +3% | +$12.2K | 0.25% | 38 |
|
|
2021
Q1 | $329K | Hold |
1,205
| – | – | 0.23% | 35 |
|
|
2020
Q4 | $329K | Buy |
+1,205
| New | +$329K | 0.22% | 36 |
|