MorganRosel Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

MorganRosel Wealth Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-110	Closed	-$81.2K	–	252
2025 Q2	$81.2K	Hold	110	–	–	0.02%	156
2025 Q1	$63.4K	Buy	+110	New	+$71K	0.02%	153
2024 Q3	–	Sell	-481	Closed	-$243K	–	107
2024 Q2	$243K	Hold	481	–	–	0.09%	93
2024 Q1	$234K	Buy	+481	New	+$215K	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%	-$19.8K	0.16%	75
2021 Q2	$311K	Sell	893 -78	-8%	-$25K	0.17%	70
2021 Q1	$286K	Sell	971 -216	-18%	-$58.2K	0.18%	70
2020 Q4	$324K	Buy	1,187 +109	+10%	+$29.9K	0.23%	64
2020 Q3	$282K	Hold	1,078	–	–	0.23%	65
2020 Q2	$245K	Buy	+1,078	New	+$225K	0.23%	65
2020 Q1	–	Sell	-1,078	Closed	-$221K	–	74
2019 Q4	$221K	Sell	1,078 -300	-22%	-$58.1K	0.17%	69
2019 Q3	$245K	Buy	1,378 +147	+12%	+$27.9K	0.2%	66
2019 Q2	$238K	Hold	1,231	–	–	0.2%	65
2019 Q1	$205K	Buy	+1,231	New	+$196K	0.17%	67

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MorganRosel Wealth Management's META Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Meta Platforms (Facebook) (META) in Q3 2025, closing a stake of 110 shares — an estimated $81.2K sold.

MorganRosel Wealth Management first reported a position in META in Q1 2019 and held it in 15 quarters. The position peaked at $324K in Q4 2020. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

MorganRosel Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 110 Meta Platforms (Facebook) shares in Q3 2025, an estimated $81.2K.
MorganRosel Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and held it in 15 quarters.
MorganRosel Wealth Management's Meta Platforms (Facebook) position peaked at $324K in Q4 2020.
4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.