Montz Harcus 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 | $3.48M | Buy |
4,712
+37
| +0.8% | +$27.3K | 1.68% | 16 |
|
|
2025
Q1 | $2.69M | Buy |
4,675
+17
| +0.4% | +$9.8K | 1.47% | 16 |
|
|
2024
Q4 | $2.73M | Buy |
4,658
+2
| +0% | +$1.17K | 1.52% | 15 |
|
|
2024
Q3 | $2.67M | Buy |
4,656
+2
| +0% | +$1.15K | 1.56% | 14 |
|
|
2024
Q2 | $2.35M | Sell |
4,654
-8
| -0.2% | -$4.03K | 1.52% | 14 |
|
|
2024
Q1 | $2.26M | Sell |
4,662
-64
| -1% | -$31.1K | 1.53% | 14 |
|
|
2023
Q4 | $1.67M | Buy |
4,726
+24
| +0.5% | +$8.5K | 1.28% | 14 |
|
|
2023
Q3 | $1.41M | Buy |
4,702
+21
| +0.4% | +$6.3K | 1.21% | 15 |
|
|
2023
Q2 | $1.34M | Buy |
4,681
+43
| +0.9% | +$12.3K | 1.11% | 15 |
|
|
2023
Q1 | $983K | Hold |
4,638
| – | – | 0.91% | 18 |
|
|
2022
Q4 | $558K | Sell |
4,638
-423
| -8% | -$50.9K | 0.55% | 24 |
|
|
2022
Q3 | $687K | Buy |
5,061
+7
| +0.1% | +$950 | 0.76% | 21 |
|
|
2022
Q2 | $815K | Sell |
5,054
-313
| -6% | -$50.5K | 0.86% | 17 |
|
|
2022
Q1 | $1.19M | Buy |
5,367
+384
| +8% | +$85.4K | 1.07% | 16 |
|
|
2021
Q4 | $1.68M | Buy |
+4,983
| New | +$1.68M | 1.47% | 15 |
|