Montis Financial’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 | $755K | Sell |
1,024
-97
| -9% | -$71.6K | 0.21% | 65 |
|
|
2025
Q1 | $646K | Sell |
1,121
-100
| -8% | -$57.7K | 0.19% | 73 |
|
|
2024
Q4 | $715K | Buy |
1,221
+287
| +31% | +$168K | 0.22% | 63 |
|
|
2024
Q3 | $534K | Buy |
934
+231
| +33% | +$132K | 0.19% | 62 |
|
|
2024
Q2 | $354K | Buy |
703
+46
| +7% | +$23.2K | 0.16% | 59 |
|
|
2024
Q1 | $319K | Buy |
657
+67
| +11% | +$32.5K | 0.15% | 63 |
|
|
2023
Q4 | $209K | Buy |
+590
| New | +$209K | 0.12% | 73 |
|
|
2023
Q3 | – | Sell |
-740
| Closed | -$212K | – | 70 |
|
|
2023
Q2 | $212K | Buy |
+740
| New | +$212K | 0.14% | 61 |
|
|
2022
Q3 | – | Sell |
-1,354
| Closed | -$218K | – | 60 |
|
|
2022
Q2 | $218K | Hold |
1,354
| – | – | 0.2% | 60 |
|
|
2022
Q1 | $301K | Sell |
1,354
-598
| -31% | -$133K | 0.24% | 45 |
|
|
2021
Q4 | $657K | Buy |
1,952
+826
| +73% | +$278K | 0.48% | 29 |
|
|
2021
Q3 | $367K | Sell |
1,126
-49
| -4% | -$16K | 0.31% | 36 |
|
|
2021
Q2 | $409K | Sell |
1,175
-7
| -0.6% | -$2.44K | 0.34% | 39 |
|
|
2021
Q1 | $353K | Buy |
1,182
+131
| +12% | +$39.1K | 0.33% | 44 |
|
|
2020
Q4 | $286K | Buy |
+1,051
| New | +$286K | 0.29% | 49 |
|