Moneta Group Investment Advisors’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 | $19.9M | Buy |
26,924
+2,162
| +9% | +$1.6M | 0.24% | 63 |
|
2025
Q1 | $14.3M | Buy |
24,762
+634
| +3% | +$365K | 0.2% | 70 |
|
2024
Q4 | $14.1M | Sell |
24,128
-596
| -2% | -$349K | 0.2% | 70 |
|
2024
Q3 | $14.2M | Buy |
24,724
+2,052
| +9% | +$1.17M | 0.21% | 68 |
|
2024
Q2 | $11.4M | Buy |
22,672
+3,164
| +16% | +$1.6M | 0.18% | 74 |
|
2024
Q1 | $9.47M | Buy |
19,508
+7,389
| +61% | +$3.59M | 0.15% | 86 |
|
2023
Q4 | $4.29M | Buy |
12,119
+1,342
| +12% | +$475K | 0.08% | 118 |
|
2023
Q3 | $3.24M | Sell |
10,777
-714
| -6% | -$214K | 0.07% | 132 |
|
2023
Q2 | $3.3M | Sell |
11,491
-1,376
| -11% | -$395K | 0.07% | 130 |
|
2023
Q1 | $2.73M | Buy |
12,867
+4,706
| +58% | +$997K | 0.07% | 139 |
|
2022
Q4 | $1.22M | Sell |
8,161
-7,022
| -46% | -$1.05M | 0.03% | 189 |
|
2022
Q3 | $2.06M | Sell |
15,183
-1,605
| -10% | -$218K | 0.08% | 132 |
|
2022
Q2 | $2.71M | Buy |
16,788
+1,313
| +8% | +$212K | 0.09% | 125 |
|
2022
Q1 | $3.44M | Buy |
15,475
+654
| +4% | +$145K | 0.14% | 99 |
|
2021
Q4 | $4.99M | Buy |
14,821
+861
| +6% | +$290K | 0.2% | 81 |
|
2021
Q3 | $4.74M | Sell |
13,960
-2,490
| -15% | -$845K | 0.22% | 76 |
|
2021
Q2 | $5.72M | Buy |
16,450
+747
| +5% | +$260K | 0.26% | 77 |
|
2021
Q1 | $4.63M | Buy |
15,703
+5,343
| +52% | +$1.57M | 0.24% | 76 |
|
2020
Q4 | $2.83M | Sell |
10,360
-205
| -2% | -$56K | 0.2% | 83 |
|
2020
Q3 | $2.77M | Sell |
10,565
-9
| -0.1% | -$2.36K | 0.24% | 74 |
|
2020
Q2 | $2.4M | Buy |
10,574
+466
| +5% | +$106K | 0.23% | 73 |
|
2020
Q1 | $1.69M | Buy |
10,108
+252
| +3% | +$42K | 0.18% | 85 |
|
2019
Q4 | $2.02M | Sell |
9,856
-1,442
| -13% | -$296K | 0.17% | 87 |
|
2019
Q3 | $2.01M | Buy |
11,298
+3,122
| +38% | +$556K | 0.19% | 82 |
|
2019
Q2 | $1.58M | Buy |
8,176
+107
| +1% | +$20.7K | 0.16% | 90 |
|
2019
Q1 | $1.35M | Buy |
8,069
+120
| +2% | +$20K | 0.14% | 93 |
|
2018
Q4 | $1.04M | Sell |
7,949
-2,150
| -21% | -$282K | 0.12% | 98 |
|
2018
Q3 | $1.66M | Buy |
10,099
+2,192
| +28% | +$361K | 0.17% | 84 |
|
2018
Q2 | $1.54M | Buy |
7,907
+2,245
| +40% | +$436K | 0.17% | 77 |
|
2018
Q1 | $905K | Buy |
5,662
+890
| +19% | +$142K | 0.12% | 82 |
|
2017
Q4 | $842K | Buy |
4,772
+1,280
| +37% | +$226K | 0.13% | 80 |
|
2017
Q3 | $597K | Sell |
3,492
-10,318
| -75% | -$1.76M | 0.09% | 103 |
|
2017
Q2 | $2.09M | Buy |
13,810
+10,010
| +263% | +$1.51M | 0.34% | 53 |
|
2017
Q1 | $540K | Sell |
3,800
-120
| -3% | -$17.1K | 0.11% | 81 |
|
2016
Q4 | $451K | Buy |
3,920
+120
| +3% | +$13.8K | 0.09% | 99 |
|
2016
Q3 | $487K | Hold |
3,800
| – | – | 0.11% | 80 |
|
2016
Q2 | $434K | Sell |
3,800
-450
| -11% | -$51.4K | 0.1% | 117 |
|
2016
Q1 | $485K | Buy |
4,250
+500
| +13% | +$57.1K | 0.11% | 109 |
|
2015
Q4 | $392K | Buy |
3,750
+3,016
| +411% | +$315K | 0.1% | 92 |
|
2015
Q3 | $66K | Buy |
+734
| New | +$66K | 0.02% | 209 |
|