Marcum 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
Q1 | $4.17M | Buy |
7,237
+261
| +4% | +$150K | 0.36% | 33 |
|
|
2024
Q4 | $4.08M | Buy |
6,976
+528
| +8% | +$309K | 0.35% | 36 |
|
|
2024
Q3 | $3.69M | Buy |
6,448
+225
| +4% | +$129K | 0.34% | 32 |
|
|
2024
Q2 | $3.14M | Buy |
6,223
+413
| +7% | +$208K | 0.31% | 37 |
|
|
2024
Q1 | $2.82M | Buy |
5,810
+130
| +2% | +$63.1K | 0.29% | 34 |
|
|
2023
Q4 | $2.01M | Buy |
5,680
+48
| +0.9% | +$17K | 0.21% | 53 |
|
|
2023
Q3 | $1.69M | Buy |
5,632
+373
| +7% | +$112K | 0.2% | 56 |
|
|
2023
Q2 | $1.51M | Buy |
5,259
+13
| +0.2% | +$3.73K | 0.18% | 61 |
|
|
2023
Q1 | $1.11M | Buy |
5,246
+346
| +7% | +$73.3K | 0.14% | 84 |
|
|
2022
Q4 | $590K | Sell |
4,900
-400
| -8% | -$48.1K | 0.08% | 149 |
|
|
2022
Q3 | $719K | Sell |
5,300
-117
| -2% | -$15.9K | 0.11% | 115 |
|
|
2022
Q2 | $873K | Buy |
5,417
+115
| +2% | +$18.5K | 0.13% | 99 |
|
|
2022
Q1 | $1.18M | Buy |
5,302
+515
| +11% | +$115K | 0.16% | 81 |
|
|
2021
Q4 | $1.61M | Sell |
4,787
-433
| -8% | -$146K | 0.22% | 62 |
|
|
2021
Q3 | $1.77M | Buy |
5,220
+1,065
| +26% | +$362K | 0.28% | 48 |
|
|
2021
Q2 | $1.45M | Sell |
4,155
-2,092
| -33% | -$728K | 0.23% | 55 |
|
|
2021
Q1 | $1.84M | Buy |
6,247
+2,698
| +76% | +$795K | 0.3% | 37 |
|
|
2020
Q4 | $969K | Buy |
3,549
+1,683
| +90% | +$460K | 0.23% | 37 |
|
|
2020
Q3 | $489K | Buy |
1,866
+135
| +8% | +$35.4K | 0.15% | 47 |
|
|
2020
Q2 | $393K | Sell |
1,731
-141
| -8% | -$32K | 0.12% | 68 |
|
|
2020
Q1 | $312K | Buy |
1,872
+83
| +5% | +$13.8K | 0.12% | 57 |
|
|
2019
Q4 | $367K | Buy |
+1,789
| New | +$367K | 0.14% | 69 |
|