Mutual Advisors’s Meta Platforms (Facebook) META Stock Holding History

Mutual Advisors’s Portfolio META Stock Details META Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.4M	Buy	44,076 +1,520	+4%	+$1.08M	0.78%	15
2025 Q1	$23.3M	Sell	42,556 -494	-1%	-$270K	0.67%	19
2024 Q4	$26.3M	Sell	43,050 -1,064	-2%	-$650K	0.76%	16
2024 Q3	$25M	Buy	44,114 +1,559	+4%	+$885K	0.73%	17
2024 Q2	$19.8M	Buy	42,555 +331	+0.8%	+$154K	0.6%	22
2024 Q1	$20.5M	Buy	42,224 +2,441	+6%	+$1.19M	0.66%	20
2023 Q4	$14.1M	Buy	39,783 +416	+1%	+$147K	0.49%	30
2023 Q3	$11.8M	Sell	39,367 -2,743	-7%	-$823K	0.46%	32
2023 Q2	$12.1M	Buy	42,110 +155	+0.4%	+$44.5K	0.46%	30
2023 Q1	$8.89M	Sell	41,955 -1,999	-5%	-$424K	0.36%	45
2022 Q4	$5.29M	Hold	43,954	–	–	0.24%	89
2022 Q3	$5.96M	Buy	43,954 +1,740	+4%	+$236K	0.31%	65
2022 Q2	$6.81M	Buy	42,214 +3,062	+8%	+$494K	0.45%	40
2022 Q1	$8.71M	Buy	39,152 +964	+3%	+$214K	0.49%	32
2021 Q4	$12.8M	Sell	38,188 -1,405	-4%	-$473K	0.68%	19
2021 Q3	$13.4M	Buy	39,593 +1,309	+3%	+$444K	0.8%	12
2021 Q2	$13.3M	Buy	38,284 +925	+2%	+$322K	0.79%	11
2021 Q1	$11M	Buy	37,359 +1,789	+5%	+$527K	0.75%	14
2020 Q4	$9.72M	Buy	35,570 +4,603	+15%	+$1.26M	0.72%	16
2020 Q3	$8.11M	Sell	30,967 -208	-0.7%	-$54.5K	0.7%	18
2020 Q2	$7.08M	Buy	31,175 +1,013	+3%	+$230K	0.7%	20
2020 Q1	$5.03M	Buy	30,162 +2,644	+10%	+$441K	0.68%	26
2019 Q4	$5.65M	Buy	27,518 +4,896	+22%	+$1M	0.6%	31
2019 Q3	$4.03M	Sell	22,622 -1,689	-7%	-$301K	0.53%	38
2019 Q2	$4.69M	Buy	24,311 +1,085	+5%	+$209K	0.61%	27
2019 Q1	$3.87M	Buy	23,226 +3,614	+18%	+$602K	0.57%	32
2018 Q4	$2.57M	Sell	19,612 -1,001	-5%	-$131K	0.51%	36
2018 Q3	$3.39M	Buy	20,613 +1,121	+6%	+$184K	0.51%	32
2018 Q2	$3.79M	Buy	19,492 +4,979	+34%	+$968K	0.86%	14
2018 Q1	$2.32M	Buy	14,513 +4,566	+46%	+$730K	0.59%	29
2017 Q4	$1.76M	Buy	+9,947	New	+$1.76M	0.66%	35