MorganRosel 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 | $81.2K | Hold |
110
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $63.4K | Buy |
+110
| New | +$63.4K | 0.02% | 153 |
|
|
2024
Q3 | – | Sell |
-481
| Closed | -$243K | – | 107 |
|
|
2024
Q2 | $243K | Hold |
481
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $234K | Buy |
+481
| New | +$234K | 0.08% | 96 |
|
|
2022
Q1 | – | Sell |
-838
| Closed | -$282K | – | 95 |
|
|
2021
Q4 | $282K | Hold |
838
| – | – | 0.14% | 73 |
|
|
2021
Q3 | $284K | Sell |
838
-55
| -6% | -$18.6K | 0.16% | 75 |
|
|
2021
Q2 | $311K | Sell |
893
-78
| -8% | -$27.2K | 0.17% | 70 |
|
|
2021
Q1 | $286K | Sell |
971
-216
| -18% | -$63.6K | 0.18% | 70 |
|
|
2020
Q4 | $324K | Buy |
1,187
+109
| +10% | +$29.8K | 0.23% | 64 |
|
|
2020
Q3 | $282K | Hold |
1,078
| – | – | 0.23% | 64 |
|
|
2020
Q2 | $245K | Buy |
+1,078
| New | +$245K | 0.23% | 64 |
|
|
2020
Q1 | – | Sell |
-1,078
| Closed | -$221K | – | 73 |
|
|
2019
Q4 | $221K | Sell |
1,078
-300
| -22% | -$61.5K | 0.17% | 69 |
|
|
2019
Q3 | $245K | Buy |
1,378
+147
| +12% | +$26.1K | 0.2% | 66 |
|
|
2019
Q2 | $238K | Hold |
1,231
| – | – | 0.2% | 65 |
|
|
2019
Q1 | $205K | Buy |
+1,231
| New | +$205K | 0.17% | 67 |
|