Mark Sheptoff Financial Planning’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 | $300K | Buy |
406
+11
| +3% | +$8.12K | 0.16% | 75 |
|
|
2025
Q1 | $228K | Hold |
395
| – | – | 0.13% | 83 |
|
|
2024
Q4 | $231K | Hold |
395
| – | – | 0.12% | 87 |
|
|
2024
Q3 | $226K | Sell |
395
-90
| -19% | -$51.5K | 0.12% | 87 |
|
|
2024
Q2 | $245K | Buy |
485
+90
| +23% | +$45.4K | 0.14% | 84 |
|
|
2024
Q1 | $192K | Buy |
395
+9
| +2% | +$4.37K | 0.11% | 98 |
|
|
2023
Q4 | $137K | Hold |
386
| – | – | 0.08% | 109 |
|
|
2023
Q3 | $116K | Hold |
386
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $111K | Hold |
386
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $81.8K | Hold |
386
| – | – | 0.05% | 127 |
|
|
2022
Q4 | $46.5K | Buy |
386
+25
| +7% | +$3.01K | 0.03% | 155 |
|
|
2022
Q3 | $49K | Hold |
361
| – | – | 0.03% | 144 |
|
|
2022
Q2 | $58K | Sell |
361
-115
| -24% | -$18.5K | 0.03% | 147 |
|
|
2022
Q1 | $106K | Sell |
476
-250
| -34% | -$55.7K | 0.05% | 132 |
|
|
2021
Q4 | $244K | Hold |
726
| – | – | 0.12% | 99 |
|
|
2021
Q3 | $246K | Hold |
726
| – | – | 0.14% | 91 |
|
|
2021
Q2 | $252K | Buy |
726
+250
| +53% | +$86.8K | 0.14% | 88 |
|
|
2021
Q1 | $140K | Hold |
476
| – | – | 0.08% | 116 |
|
|
2020
Q4 | $130K | Buy |
476
+115
| +32% | +$31.4K | 0.07% | 120 |
|
|
2020
Q3 | $95K | Sell |
361
-115
| -24% | -$30.3K | 0.06% | 120 |
|
|
2020
Q2 | $108K | Hold |
476
| – | – | 0.07% | 116 |
|
|
2020
Q1 | $79K | Hold |
476
| – | – | 0.06% | 112 |
|
|
2019
Q4 | $98K | Hold |
476
| – | – | 0.06% | 117 |
|
|
2019
Q3 | $85K | Buy |
476
+115
| +32% | +$20.5K | 0.06% | 121 |
|
|
2019
Q2 | $70K | Hold |
361
| – | – | 0.05% | 137 |
|
|
2019
Q1 | $60K | Hold |
361
| – | – | 0.04% | 136 |
|
|
2018
Q4 | $47K | Hold |
361
| – | – | 0.04% | 138 |
|
|
2018
Q3 | $59K | Hold |
361
| – | – | 0.04% | 151 |
|
|
2018
Q2 | $70K | Hold |
361
| – | – | 0.05% | 140 |
|
|
2018
Q1 | $58K | Sell |
361
-995
| -73% | -$160K | 0.04% | 152 |
|
|
2017
Q4 | $239K | Sell |
1,356
-300
| -18% | -$52.9K | 0.16% | 95 |
|
|
2017
Q3 | $283K | Hold |
1,656
| – | – | 0.19% | 95 |
|
|
2017
Q2 | $250K | Sell |
1,656
-1
| -0.1% | -$151 | 0.17% | 96 |
|
|
2017
Q1 | $235K | Buy |
1,657
+1
| +0.1% | +$142 | 0.17% | 93 |
|
|
2016
Q4 | $191K | Hold |
1,656
| – | – | 0.14% | 103 |
|
|
2016
Q3 | $212K | Hold |
1,656
| – | – | 0.16% | 97 |
|
|
2016
Q2 | $189K | Buy |
1,656
+67
| +4% | +$7.65K | 0.14% | 94 |
|
|
2016
Q1 | $181K | Buy |
1,589
+150
| +10% | +$17.1K | 0.15% | 91 |
|
|
2015
Q4 | $151K | Hold |
1,439
| – | – | 0.12% | 106 |
|
|
2015
Q3 | $129K | Buy |
1,439
+140
| +11% | +$12.6K | 0.11% | 118 |
|
|
2015
Q2 | $111K | Hold |
1,299
| – | – | 0.09% | 136 |
|
|
2015
Q1 | $107K | Hold |
1,299
| – | – | 0.09% | 134 |
|
|
2014
Q4 | $101K | Hold |
1,299
| – | – | 0.09% | 131 |
|
|
2014
Q3 | $103K | Hold |
1,299
| – | – | 0.09% | 140 |
|
|
2014
Q2 | $87K | Hold |
1,299
| – | – | 0.07% | 147 |
|
|
2014
Q1 | $78K | Buy |
+1,299
| New | +$78K | 0.07% | 152 |
|