Morton Brown Family Wealth’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 | $148K | Hold |
201
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $116K | Buy |
201
+13
| +7% | +$7.49K | 0.04% | 77 |
|
|
2024
Q4 | $110K | Buy |
188
+153
| +437% | +$89.6K | 0.04% | 79 |
|
|
2024
Q3 | $20K | Hold |
35
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $16.7K | Hold |
35
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $17K | Hold |
35
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $12.4K | Hold |
35
| – | – | 0.01% | 169 |
|
|
2023
Q3 | $10.5K | Hold |
35
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $10K | Sell |
35
-21
| -38% | -$6.03K | 0.01% | 116 |
|
|
2023
Q1 | $11.9K | Buy |
56
+21
| +60% | +$4.45K | 0.01% | 120 |
|
|
2022
Q4 | $4.21K | Sell |
35
-5
| -13% | -$602 | ﹤0.01% | 137 |
|
|
2022
Q3 | $5K | Buy |
40
+5
| +14% | +$625 | ﹤0.01% | 145 |
|
|
2022
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 141 |
|
|
2022
Q1 | $8K | Sell |
35
-40
| -53% | -$9.14K | 0.01% | 111 |
|
|
2021
Q4 | $25K | Buy |
+75
| New | +$25K | 0.02% | 92 |
|