Modera 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 | $8.02M | Buy |
10,868
+69
| +0.6% | +$50.9K | 0.1% | 142 |
|
|
2025
Q1 | $6.22M | Sell |
10,799
-311
| -3% | -$179K | 0.08% | 155 |
|
|
2024
Q4 | $6.5M | Buy |
11,110
+2,745
| +33% | +$1.61M | 0.08% | 155 |
|
|
2024
Q3 | $4.79M | Buy |
8,365
+260
| +3% | +$149K | 0.06% | 171 |
|
|
2024
Q2 | $4.09M | Buy |
8,105
+230
| +3% | +$116K | 0.06% | 171 |
|
|
2024
Q1 | $3.82M | Buy |
7,875
+206
| +3% | +$100K | 0.06% | 182 |
|
|
2023
Q4 | $2.71M | Sell |
7,669
-106
| -1% | -$37.5K | 0.04% | 201 |
|
|
2023
Q3 | $2.33M | Buy |
7,775
+607
| +8% | +$182K | 0.04% | 204 |
|
|
2023
Q2 | $2.06M | Buy |
7,168
+1,566
| +28% | +$449K | 0.04% | 220 |
|
|
2023
Q1 | $1.19M | Buy |
5,602
+1,040
| +23% | +$220K | 0.05% | 140 |
|
|
2022
Q4 | $549K | Buy |
4,562
+127
| +3% | +$15.3K | 0.02% | 200 |
|
|
2022
Q3 | $602K | Sell |
4,435
-591
| -12% | -$80.2K | 0.03% | 170 |
|
|
2022
Q2 | $811K | Sell |
5,026
-188
| -4% | -$30.3K | 0.04% | 158 |
|
|
2022
Q1 | $1.16M | Sell |
5,214
-16,775
| -76% | -$3.73M | 0.05% | 144 |
|
|
2021
Q4 | $7.4M | Buy |
21,989
+17,066
| +347% | +$5.74M | 0.28% | 48 |
|
|
2021
Q3 | $1.67M | Buy |
4,923
+1,801
| +58% | +$611K | 0.09% | 78 |
|
|
2021
Q2 | $1.09M | Buy |
3,122
+45
| +1% | +$15.7K | 0.06% | 100 |
|
|
2021
Q1 | $906K | Sell |
3,077
-607
| -16% | -$179K | 0.06% | 101 |
|
|
2020
Q4 | $1.01M | Buy |
3,684
+1,343
| +57% | +$367K | 0.08% | 91 |
|
|
2020
Q3 | $613K | Buy |
2,341
+187
| +9% | +$49K | 0.09% | 76 |
|
|
2020
Q2 | $489K | Buy |
2,154
+602
| +39% | +$137K | 0.08% | 85 |
|
|
2020
Q1 | $259K | Buy |
1,552
+93
| +6% | +$15.5K | 0.05% | 122 |
|
|
2019
Q4 | $299K | Buy |
1,459
+119
| +9% | +$24.4K | 0.05% | 104 |
|
|
2019
Q3 | $239K | Sell |
1,340
-500
| -27% | -$89.2K | 0.04% | 126 |
|
|
2019
Q2 | $355K | Sell |
1,840
-72
| -4% | -$13.9K | 0.06% | 94 |
|
|
2019
Q1 | $319K | Buy |
1,912
+68
| +4% | +$11.3K | 0.06% | 100 |
|
|
2018
Q4 | $242K | Sell |
1,844
-102
| -5% | -$13.4K | 0.05% | 111 |
|
|
2018
Q3 | $320K | Sell |
1,946
-205
| -10% | -$33.7K | 0.06% | 98 |
|
|
2018
Q2 | $418K | Buy |
2,151
+775
| +56% | +$151K | 0.09% | 81 |
|
|
2018
Q1 | $220K | Sell |
1,376
-110
| -7% | -$17.6K | 0.05% | 123 |
|
|
2017
Q4 | $262K | Buy |
1,486
+261
| +21% | +$46K | 0.06% | 109 |
|
|
2017
Q3 | $209K | Buy |
+1,225
| New | +$209K | 0.05% | 124 |
|
|
2016
Q4 | – | Sell |
-2,181
| Closed | -$280K | – | 110 |
|
|
2016
Q3 | $280K | Sell |
2,181
-73
| -3% | -$9.37K | 0.09% | 86 |
|
|
2016
Q2 | $258K | Buy |
+2,254
| New | +$258K | 0.09% | 80 |
|