Morningstar Investment 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 | $38.3M | Buy |
51,914
+9,294
| +22% | +$6.86M | 3.36% | 10 |
|
|
2025
Q1 | $24.6M | Buy |
42,620
+4,106
| +11% | +$2.37M | 2.09% | 13 |
|
|
2024
Q4 | $22.6M | Sell |
38,514
-12,928
| -25% | -$7.57M | 1.78% | 13 |
|
|
2024
Q3 | $30.4M | Buy |
51,442
+109
| +0.2% | +$64.4K | 3% | 9 |
|
|
2024
Q2 | $25.9M | Sell |
51,333
-3,685
| -7% | -$1.86M | 2.7% | 9 |
|
|
2024
Q1 | $26.7M | Sell |
55,018
-14,209
| -21% | -$6.9M | 2.9% | 8 |
|
|
2023
Q4 | $24.5M | Buy |
69,227
+8,608
| +14% | +$3.05M | 2.82% | 8 |
|
|
2023
Q3 | $18.2M | Sell |
60,619
-5,855
| -9% | -$1.76M | 2.5% | 11 |
|
|
2023
Q2 | $19.1M | Sell |
66,474
-75,269
| -53% | -$21.6M | 2.53% | 12 |
|
|
2023
Q1 | $30M | Buy |
141,743
+5,118
| +4% | +$1.08M | 4.42% | 9 |
|
|
2022
Q4 | $16.4M | Buy |
136,625
+72,241
| +112% | +$8.69M | 2.78% | 12 |
|
|
2022
Q3 | $8.74M | Hold |
64,384
| – | – | 1.66% | 17 |
|
|
2022
Q2 | $10.4M | Buy |
64,384
+28,935
| +82% | +$4.67M | 1.97% | 14 |
|
|
2022
Q1 | $7.88M | Buy |
35,449
+16,841
| +91% | +$3.74M | 1.48% | 20 |
|
|
2021
Q4 | $6.26M | Buy |
+18,608
| New | +$6.26M | 0.95% | 29 |
|