MPS Loria Financial Planners’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 | $572K | Sell |
775
-1
| -0.1% | -$738 | 0.17% | 38 |
|
|
2025
Q1 | $447K | Hold |
776
| – | – | 0.13% | 45 |
|
|
2024
Q4 | $454K | Hold |
776
| – | – | 0.13% | 45 |
|
|
2024
Q3 | $444K | Sell |
776
-4
| -0.5% | -$2.29K | 0.13% | 44 |
|
|
2024
Q2 | $394K | Hold |
780
| – | – | 0.13% | 50 |
|
|
2024
Q1 | $379K | Sell |
780
-153
| -16% | -$74.3K | 0.13% | 49 |
|
|
2023
Q4 | $330K | Buy |
933
+10
| +1% | +$3.54K | 0.12% | 53 |
|
|
2023
Q3 | $277K | Buy |
923
+1
| +0.1% | +$300 | 0.11% | 63 |
|
|
2023
Q2 | $265K | Buy |
+922
| New | +$265K | 0.1% | 67 |
|
|
2022
Q1 | – | Sell |
-835
| Closed | -$280K | – | 85 |
|
|
2021
Q4 | $280K | Sell |
835
-9
| -1% | -$3.02K | 0.11% | 65 |
|
|
2021
Q3 | $286K | Hold |
844
| – | – | 0.13% | 62 |
|
|
2021
Q2 | $293K | Buy |
844
+173
| +26% | +$60.1K | 0.14% | 60 |
|
|
2021
Q1 | $197K | Hold |
671
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $180K | Buy |
671
+135
| +25% | +$36.2K | 0.08% | 78 |
|
|
2020
Q3 | $140K | Hold |
536
| – | – | 0.07% | 82 |
|
|
2020
Q2 | $122K | Buy |
+536
| New | +$122K | 0.07% | 90 |
|
|
2018
Q1 | – | Sell |
-1,450
| Closed | -$256K | – | 72 |
|
|
2017
Q4 | $256K | Buy |
1,450
+3
| +0.2% | +$530 | 0.17% | 64 |
|
|
2017
Q3 | $247K | Hold |
1,447
| – | – | 0.18% | 62 |
|
|
2017
Q2 | $247K | Buy |
+1,447
| New | +$247K | 0.17% | 60 |
|