Mosaic Family Wealth Partners’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 | $1.07M | Sell |
1,455
-80
| -5% | -$59.1K | 0.14% | 77 |
|
|
2025
Q1 | $885K | Buy |
1,535
+100
| +7% | +$57.6K | 0.13% | 84 |
|
|
2024
Q4 | $840K | Buy |
1,435
+17
| +1% | +$9.96K | 0.12% | 88 |
|
|
2024
Q3 | $812K | Buy |
1,418
+19
| +1% | +$10.9K | 0.12% | 86 |
|
|
2024
Q2 | $705K | Buy |
1,399
+47
| +3% | +$23.7K | 0.11% | 95 |
|
|
2024
Q1 | $656K | Buy |
1,352
+41
| +3% | +$19.9K | 0.11% | 101 |
|
|
2023
Q4 | $464K | Hold |
1,311
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $394K | Buy |
1,311
+1
| +0.1% | +$300 | 0.08% | 115 |
|
|
2023
Q2 | $375K | Sell |
1,310
-184
| -12% | -$52.7K | 0.07% | 124 |
|
|
2023
Q1 | $317K | Buy |
+1,494
| New | +$317K | 0.07% | 138 |
|