MBL 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
Q2 | $5.74M | Buy |
7,776
+190
| +3% | +$140K | 0.55% | 42 |
|
2025
Q1 | $4.37M | Buy |
7,586
+362
| +5% | +$209K | 0.44% | 47 |
|
2024
Q4 | $4.23M | Sell |
7,224
-192
| -3% | -$112K | 0.42% | 47 |
|
2024
Q3 | $4.25M | Buy |
7,416
+266
| +4% | +$152K | 0.46% | 45 |
|
2024
Q2 | $3.61M | Sell |
7,150
-142
| -2% | -$71.6K | 0.4% | 53 |
|
2024
Q1 | $3.54M | Buy |
7,292
+244
| +3% | +$118K | 0.4% | 49 |
|
2023
Q4 | $2.49M | Buy |
7,048
+54
| +0.8% | +$19.1K | 0.31% | 48 |
|
2023
Q3 | $2.1M | Buy |
6,994
+694
| +11% | +$208K | 0.3% | 45 |
|
2023
Q2 | $1.81M | Sell |
6,300
-99
| -2% | -$28.4K | 0.26% | 48 |
|
2023
Q1 | $1.36M | Buy |
6,399
+1,899
| +42% | +$402K | 0.21% | 54 |
|
2022
Q4 | $542K | Sell |
4,500
-133
| -3% | -$16K | 0.1% | 95 |
|
2022
Q3 | $629K | Buy |
4,633
+141
| +3% | +$19.1K | 0.14% | 83 |
|
2022
Q2 | $724K | Buy |
4,492
+619
| +16% | +$99.8K | 0.18% | 72 |
|
2022
Q1 | $861K | Buy |
+3,873
| New | +$861K | 0.21% | 69 |
|
2021
Q1 | $1.24M | Buy |
4,204
+402
| +11% | +$118K | 0.43% | 49 |
|
2020
Q4 | $1.04M | Buy |
+3,802
| New | +$1.04M | 0.41% | 45 |
|