Morningstar Investment Services’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
Q1 | $10.4M | Sell |
18,028
-23,900
| -57% | -$13.8M | 1.9% | 7 |
|
|
2024
Q4 | $24.5M | Sell |
41,928
-410,535
| -91% | -$240M | 2.23% | 4 |
|
|
2024
Q3 | $257M | Sell |
452,463
-15,925
| -3% | -$9.03M | 2.62% | 4 |
|
|
2024
Q2 | $243M | Sell |
468,388
-30,411
| -6% | -$15.8M | 2.64% | 4 |
|
|
2024
Q1 | $246M | Sell |
498,799
-635,151
| -56% | -$314M | 2.71% | 4 |
|
|
2023
Q4 | $406M | Buy |
+1,133,950
| New | +$406M | 2.29% | 6 |
|
|
2022
Q2 | – | Sell |
-729,745
| Closed | -$167M | – | 229 |
|
|
2022
Q1 | $167M | Buy |
729,745
+30,621
| +4% | +$6.99M | 1.85% | 12 |
|
|
2021
Q4 | $236M | Buy |
699,124
+22,612
| +3% | +$7.62M | 2.62% | 6 |
|
|
2021
Q3 | $230M | Sell |
676,512
-2,009
| -0.3% | -$683K | 2.71% | 5 |
|
|
2021
Q2 | $239M | Buy |
678,521
+28,467
| +4% | +$10M | 2.86% | 4 |
|
|
2021
Q1 | $187M | Sell |
650,054
-3
| -0% | -$864 | 2.44% | 8 |
|
|
2020
Q4 | $178M | Buy |
650,057
+6,847
| +1% | +$1.87M | 2.47% | 8 |
|
|
2020
Q3 | $168M | Buy |
643,210
+7,562
| +1% | +$1.98M | 2.61% | 6 |
|
|
2020
Q2 | $140M | Sell |
635,648
-27,418
| -4% | -$6.05M | 2.3% | 7 |
|
|
2020
Q1 | $110M | Buy |
663,066
+93,817
| +16% | +$15.6M | 2% | 9 |
|
|
2019
Q4 | $117M | Buy |
569,249
+12,284
| +2% | +$2.52M | 1.83% | 11 |
|
|
2019
Q3 | $99.1M | Buy |
556,965
+8,599
| +2% | +$1.53M | 1.68% | 16 |
|
|
2019
Q2 | $106M | Buy |
548,366
+12,664
| +2% | +$2.44M | 1.74% | 11 |
|
|
2019
Q1 | $89.3M | Buy |
535,702
+13,036
| +2% | +$2.17M | 1.53% | 16 |
|
|
2018
Q4 | $68.5M | Buy |
522,666
+136,957
| +36% | +$18M | 1.34% | 19 |
|
|
2018
Q3 | $63.4M | Buy |
385,709
+15,305
| +4% | +$2.52M | 1.14% | 23 |
|
|
2018
Q2 | $72M | Buy |
370,404
+13,622
| +4% | +$2.65M | 1.35% | 16 |
|
|
2018
Q1 | $57M | Buy |
356,782
+102,533
| +40% | +$16.4M | 1.11% | 26 |
|
|
2017
Q4 | $44.9M | Buy |
254,249
+22,377
| +10% | +$3.95M | 0.9% | 36 |
|
|
2017
Q3 | $39.6M | Buy |
231,872
+20,170
| +10% | +$3.45M | 0.86% | 43 |
|
|
2017
Q2 | $32M | Buy |
211,702
+21,837
| +12% | +$3.3M | 0.74% | 54 |
|
|
2017
Q1 | $27M | Buy |
189,865
+22,314
| +13% | +$3.17M | 0.68% | 57 |
|
|
2016
Q4 | $19.3M | Buy |
+167,551
| New | +$19.3M | 0.63% | 58 |
|
|
2013
Q4 | – | Sell |
-24,707
| Closed | -$1.24M | – | 203 |
|
|
2013
Q3 | $1.24M | Sell |
24,707
-66,342
| -73% | -$3.33M | 0.11% | 139 |
|
|
2013
Q2 | $2.27M | Buy |
+91,049
| New | +$2.27M | 0.24% | 82 |
|