Nicolet Advisory 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
Q2 | $7.17M | Buy |
9,561
+107
| +1% | +$80.3K | 0.61% | 34 |
|
|
2025
Q1 | $5.16M | Buy |
9,454
+436
| +5% | +$238K | 0.51% | 37 |
|
|
2024
Q4 | $5.55M | Buy |
9,018
+299
| +3% | +$184K | 0.51% | 37 |
|
|
2024
Q3 | $5.08M | Buy |
8,719
+220
| +3% | +$128K | 0.48% | 38 |
|
|
2024
Q2 | $4.54M | Sell |
8,499
-2,112
| -20% | -$1.13M | 0.44% | 38 |
|
|
2024
Q1 | $5.49M | Buy |
10,611
+287
| +3% | +$148K | 0.56% | 35 |
|
|
2023
Q4 | $3.63M | Sell |
10,324
-47
| -0.5% | -$16.5K | 0.39% | 42 |
|
|
2023
Q3 | $3.17M | Buy |
10,371
+1,100
| +12% | +$336K | 0.35% | 48 |
|
|
2023
Q2 | $2.71M | Buy |
9,271
+322
| +4% | +$94K | 0.3% | 47 |
|
|
2023
Q1 | $1.93M | Buy |
8,949
+1,266
| +16% | +$274K | 0.22% | 56 |
|
|
2022
Q4 | $1.02M | Buy |
7,683
+3,960
| +106% | +$526K | 0.14% | 73 |
|
|
2022
Q3 | $498K | Buy |
3,723
+720
| +24% | +$96.3K | 0.08% | 96 |
|
|
2022
Q2 | $517K | Buy |
3,003
+749
| +33% | +$129K | 0.08% | 96 |
|
|
2022
Q1 | $501K | Buy |
2,254
+316
| +16% | +$70.2K | 0.07% | 111 |
|
|
2021
Q4 | $652K | Sell |
1,938
-630
| -25% | -$212K | 0.08% | 88 |
|
|
2021
Q3 | $872K | Buy |
2,568
+452
| +21% | +$153K | 0.11% | 76 |
|
|
2021
Q2 | $736K | Buy |
2,116
+377
| +22% | +$131K | 0.1% | 82 |
|
|
2021
Q1 | $512K | Sell |
1,739
-379
| -18% | -$112K | 0.07% | 105 |
|
|
2020
Q4 | $579K | Buy |
2,118
+578
| +38% | +$158K | 0.08% | 92 |
|
|
2020
Q3 | $403K | Sell |
1,540
-123
| -7% | -$32.2K | 0.06% | 106 |
|
|
2020
Q2 | $378K | Sell |
1,663
-197
| -11% | -$44.8K | 0.06% | 130 |
|
|
2020
Q1 | $310K | Buy |
1,860
+191
| +11% | +$31.8K | 0.05% | 139 |
|
|
2019
Q4 | $343K | Sell |
1,669
-77
| -4% | -$15.8K | 0.05% | 125 |
|
|
2019
Q3 | $311K | Sell |
1,746
-591
| -25% | -$105K | 0.05% | 125 |
|
|
2019
Q2 | $451K | Hold |
2,337
| – | – | 0.07% | 92 |
|
|
2019
Q1 | $390K | Buy |
+2,337
| New | +$390K | 0.07% | 97 |
|