Marks Group 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 | $16.2M | Sell |
21,904
-391
| -2% | -$289K | 1.5% | 7 |
|
|
2025
Q1 | $12.9M | Sell |
22,295
-546
| -2% | -$315K | 1.24% | 9 |
|
|
2024
Q4 | $13.4M | Sell |
22,841
-284
| -1% | -$166K | 1.32% | 10 |
|
|
2024
Q3 | $13.2M | Sell |
23,125
-242
| -1% | -$139K | 1.26% | 10 |
|
|
2024
Q2 | $11.8M | Sell |
23,367
-432
| -2% | -$218K | 1.24% | 10 |
|
|
2024
Q1 | $11.6M | Buy |
23,799
+5,603
| +31% | +$2.72M | 1.21% | 11 |
|
|
2023
Q4 | $6.44M | Sell |
18,196
-409
| -2% | -$145K | 0.73% | 62 |
|
|
2023
Q3 | $5.59M | Sell |
18,605
-845
| -4% | -$254K | 0.69% | 68 |
|
|
2023
Q2 | $5.58M | Sell |
19,450
-427
| -2% | -$123K | 0.66% | 66 |
|
|
2023
Q1 | $4.21M | Buy |
+19,877
| New | +$4.21M | 0.54% | 78 |
|
|
2022
Q4 | – | Sell |
-26,095
| Closed | -$3.54M | – | 287 |
|
|
2022
Q3 | $3.54M | Buy |
26,095
+1,169
| +5% | +$159K | 0.54% | 72 |
|
|
2022
Q2 | $4.02M | Buy |
24,926
+1,927
| +8% | +$311K | 0.58% | 72 |
|
|
2022
Q1 | $5.11M | Sell |
22,999
-15,196
| -40% | -$3.38M | 0.64% | 66 |
|
|
2021
Q4 | $12.8M | Buy |
38,195
+1,529
| +4% | +$512K | 1.56% | 6 |
|
|
2021
Q3 | $12.4M | Buy |
36,666
+352
| +1% | +$119K | 1.68% | 5 |
|
|
2021
Q2 | $12.6M | Sell |
36,314
-1,891
| -5% | -$658K | 1.74% | 4 |
|
|
2021
Q1 | $11.2M | Buy |
38,205
+10,321
| +37% | +$3.04M | 1.67% | 5 |
|
|
2020
Q4 | $7.62M | Buy |
27,884
+929
| +3% | +$254K | 1.19% | 11 |
|
|
2020
Q3 | $7.06M | Buy |
26,955
+10,887
| +68% | +$2.85M | 1.28% | 10 |
|
|
2020
Q2 | $3.64M | Buy |
+16,068
| New | +$3.64M | 0.74% | 61 |
|