McKinley Carter Wealth Services’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 | $11.3M | Buy |
15,307
+294
| +2% | +$217K | 0.63% | 37 |
|
|
2025
Q1 | $8.65M | Buy |
15,013
+1,226
| +9% | +$707K | 0.53% | 43 |
|
|
2024
Q4 | $8.07M | Buy |
13,787
+7,928
| +135% | +$4.64M | 0.49% | 46 |
|
|
2024
Q3 | $3.35M | Buy |
5,859
+290
| +5% | +$166K | 0.2% | 87 |
|
|
2024
Q2 | $2.81M | Sell |
5,569
-164
| -3% | -$82.7K | 0.18% | 95 |
|
|
2024
Q1 | $2.78M | Buy |
5,733
+281
| +5% | +$136K | 0.19% | 97 |
|
|
2023
Q4 | $1.93M | Buy |
5,452
+1,062
| +24% | +$376K | 0.14% | 104 |
|
|
2023
Q3 | $1.32M | Buy |
4,390
+20
| +0.5% | +$6K | 0.1% | 132 |
|
|
2023
Q2 | $1.25M | Sell |
4,370
-72
| -2% | -$20.7K | 0.09% | 138 |
|
|
2023
Q1 | $941K | Sell |
4,442
-662
| -13% | -$140K | 0.07% | 148 |
|
|
2022
Q4 | $614K | Sell |
5,104
-74
| -1% | -$8.91K | 0.05% | 181 |
|
|
2022
Q3 | $703K | Sell |
5,178
-135
| -3% | -$18.3K | 0.07% | 154 |
|
|
2022
Q2 | $857K | Sell |
5,313
-79
| -1% | -$12.7K | 0.08% | 147 |
|
|
2022
Q1 | $1.2M | Sell |
5,392
-69
| -1% | -$15.3K | 0.09% | 130 |
|
|
2021
Q4 | $1.84M | Buy |
5,461
+339
| +7% | +$114K | 0.14% | 112 |
|
|
2021
Q3 | $1.74M | Buy |
5,122
+342
| +7% | +$116K | 0.14% | 108 |
|
|
2021
Q2 | $1.66M | Sell |
4,780
-85
| -2% | -$29.6K | 0.14% | 114 |
|
|
2021
Q1 | $1.43M | Buy |
4,865
+143
| +3% | +$42.1K | 0.12% | 127 |
|
|
2020
Q4 | $1.29M | Sell |
4,722
-39
| -0.8% | -$10.7K | 0.17% | 117 |
|
|
2020
Q3 | $1.25M | Sell |
4,761
-113
| -2% | -$29.6K | 0.28% | 69 |
|
|
2020
Q2 | $1.11M | Hold |
4,874
| – | – | 0.27% | 65 |
|
|
2020
Q1 | $813K | Sell |
4,874
-676
| -12% | -$113K | 0.24% | 78 |
|
|
2019
Q4 | $1.14M | Sell |
5,550
-69
| -1% | -$14.2K | 0.27% | 73 |
|
|
2019
Q3 | $1M | Sell |
5,619
-101
| -2% | -$18K | 0.26% | 75 |
|
|
2019
Q2 | $1.1M | Sell |
5,720
-17
| -0.3% | -$3.28K | 0.3% | 66 |
|
|
2019
Q1 | $956K | Hold |
5,737
| – | – | 0.27% | 71 |
|
|
2018
Q4 | $752K | Sell |
5,737
-302
| -5% | -$39.6K | 0.25% | 79 |
|
|
2018
Q3 | $993K | Buy |
6,039
+256
| +4% | +$42.1K | 0.29% | 68 |
|
|
2018
Q2 | $1.12M | Sell |
5,783
-55
| -0.9% | -$10.7K | 0.36% | 64 |
|
|
2018
Q1 | $933K | Sell |
5,838
-870
| -13% | -$139K | 0.31% | 66 |
|
|
2017
Q4 | $1.18M | Buy |
6,708
+110
| +2% | +$19.4K | 0.41% | 61 |
|
|
2017
Q3 | $1.13M | Hold |
6,598
| – | – | 0.43% | 55 |
|
|
2017
Q2 | $996K | Buy |
6,598
+146
| +2% | +$22K | 0.44% | 52 |
|
|
2017
Q1 | $917K | Buy |
6,452
+177
| +3% | +$25.2K | 0.43% | 55 |
|
|
2016
Q4 | $722K | Sell |
6,275
-50
| -0.8% | -$5.75K | 0.37% | 64 |
|
|
2016
Q3 | $811K | Buy |
6,325
+370
| +6% | +$47.4K | 0.42% | 56 |
|
|
2016
Q2 | $681K | Sell |
5,955
-521
| -8% | -$59.6K | 0.35% | 62 |
|
|
2016
Q1 | $739K | Sell |
6,476
-30
| -0.5% | -$3.42K | 0.41% | 64 |
|
|
2015
Q4 | $681K | Buy |
6,506
+480
| +8% | +$50.2K | 0.39% | 62 |
|
|
2015
Q3 | $542K | Sell |
6,026
-990
| -14% | -$89K | 0.34% | 63 |
|
|
2015
Q2 | $602K | Buy |
7,016
+1,617
| +30% | +$139K | 0.33% | 70 |
|
|
2015
Q1 | $444K | Buy |
+5,399
| New | +$444K | 0.29% | 73 |
|
|
2014
Q2 | – | Sell |
-4,875
| Closed | -$294K | – | 95 |
|
|
2014
Q1 | $294K | Sell |
4,875
-2,336
| -32% | -$141K | 0.32% | 69 |
|
|
2013
Q4 | $394K | Sell |
7,211
-96
| -1% | -$5.25K | 0.38% | 69 |
|
|
2013
Q3 | $367K | Buy |
+7,307
| New | +$367K | 0.43% | 53 |
|