Marion 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 | $5.04M | Buy |
6,822
+97
| +1% | +$71.6K | 1.26% | 24 |
|
2025
Q1 | $3.88M | Sell |
6,725
-1,397
| -17% | -$805K | 1.04% | 25 |
|
2024
Q4 | $4.76M | Sell |
8,122
-52
| -0.6% | -$30.4K | 1.26% | 23 |
|
2024
Q3 | $4.68M | Buy |
8,174
+178
| +2% | +$102K | 1.25% | 24 |
|
2024
Q2 | $4.03M | Buy |
7,996
+55
| +0.7% | +$27.7K | 1.18% | 25 |
|
2024
Q1 | $3.86M | Sell |
7,941
-826
| -9% | -$401K | 1.15% | 24 |
|
2023
Q4 | $3.1M | Sell |
8,767
-3,209
| -27% | -$1.14M | 0.99% | 28 |
|
2023
Q3 | $3.6M | Sell |
11,976
-825
| -6% | -$248K | 1.27% | 18 |
|
2023
Q2 | $3.67M | Sell |
12,801
-598
| -4% | -$172K | 1.31% | 19 |
|
2023
Q1 | $2.84M | Buy |
13,399
+2,924
| +28% | +$620K | 1.06% | 24 |
|
2022
Q4 | $1.26M | Buy |
10,475
+2,794
| +36% | +$336K | 0.53% | 43 |
|
2022
Q3 | $1.04M | Buy |
7,681
+913
| +13% | +$124K | 0.53% | 41 |
|
2022
Q2 | $1.09M | Buy |
6,768
+2,310
| +52% | +$372K | 0.57% | 41 |
|
2022
Q1 | $991K | Buy |
4,458
+990
| +29% | +$220K | 0.48% | 52 |
|
2021
Q4 | $1.17M | Buy |
+3,468
| New | +$1.17M | 0.55% | 44 |
|