Morling Financial 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 | $1.17M | Sell |
1,589
-2,881
| -64% | -$2.13M | 0.38% | 27 |
|
|
2025
Q1 | $2.58M | Sell |
4,470
-803
| -15% | -$463K | 0.89% | 18 |
|
|
2024
Q4 | $3.09M | Sell |
5,273
-228
| -4% | -$133K | 1.08% | 17 |
|
|
2024
Q3 | $3.15M | Sell |
5,501
-145
| -3% | -$83K | 1.2% | 17 |
|
|
2024
Q2 | $2.85M | Sell |
5,646
-479
| -8% | -$242K | 1.24% | 17 |
|
|
2024
Q1 | $2.97M | Sell |
6,125
-5
| -0.1% | -$2.43K | 1.7% | 15 |
|
|
2023
Q4 | $2.17M | Sell |
6,130
-1,421
| -19% | -$503K | 1.75% | 13 |
|
|
2023
Q3 | $2.27M | Sell |
7,551
-20
| -0.3% | -$6K | 2.25% | 13 |
|
|
2023
Q2 | $2.17M | Buy |
7,571
+14
| +0.2% | +$4.02K | 2.09% | 13 |
|
|
2023
Q1 | $1.6M | Sell |
7,557
-1,427
| -16% | -$302K | 1.73% | 13 |
|
|
2022
Q4 | $1.08M | Sell |
8,984
-1,356
| -13% | -$163K | 1.38% | 17 |
|
|
2022
Q3 | $1.4M | Buy |
10,340
+1,270
| +14% | +$172K | 1.91% | 14 |
|
|
2022
Q2 | $1.46M | Sell |
9,070
-10
| -0.1% | -$1.61K | 1.91% | 12 |
|
|
2022
Q1 | $2.02M | Buy |
9,080
+260
| +3% | +$57.8K | 2.55% | 10 |
|
|
2021
Q4 | $2.97M | Buy |
+8,820
| New | +$2.97M | 2.84% | 9 |
|