Nvest Financial’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 | $2.52M | Buy |
3,409
+311
| +10% | +$230K | 1.31% | 25 |
|
|
2025
Q1 | $1.79M | Sell |
3,098
-12
| -0.4% | -$6.92K | 0.96% | 34 |
|
|
2024
Q4 | $1.82M | Buy |
3,110
+336
| +12% | +$197K | 0.92% | 33 |
|
|
2024
Q3 | $1.59M | Buy |
2,774
+234
| +9% | +$134K | 0.91% | 35 |
|
|
2024
Q2 | $1.28M | Buy |
2,540
+574
| +29% | +$289K | 0.79% | 39 |
|
|
2024
Q1 | $955K | Buy |
1,966
+671
| +52% | +$326K | 0.64% | 43 |
|
|
2023
Q4 | $458K | Buy |
+1,295
| New | +$458K | 0.36% | 52 |
|
|
2022
Q2 | – | Sell |
-3,988
| Closed | -$887K | – | 63 |
|
|
2022
Q1 | $887K | Buy |
+3,988
| New | +$887K | 0.73% | 40 |
|