Oak Family Advisors’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 | $976K | Sell |
1,323
-76
| -5% | -$56.1K | 0.31% | 55 |
|
|
2025
Q1 | $806K | Sell |
1,399
-114
| -8% | -$65.7K | 0.27% | 53 |
|
|
2024
Q4 | $886K | Sell |
1,513
-5
| -0.3% | -$2.93K | 0.32% | 59 |
|
|
2024
Q3 | $869K | Sell |
1,518
-66
| -4% | -$37.8K | 0.27% | 69 |
|
|
2024
Q2 | $799K | Sell |
1,584
-96
| -6% | -$48.4K | 0.27% | 69 |
|
|
2024
Q1 | $816K | Sell |
1,680
-4,500
| -73% | -$2.19M | 0.31% | 68 |
|
|
2023
Q4 | $2.19M | Sell |
6,180
-1,657
| -21% | -$587K | 0.92% | 34 |
|
|
2023
Q3 | $2.35M | Sell |
7,837
-258
| -3% | -$77.5K | 1.11% | 33 |
|
|
2023
Q2 | $2.32M | Hold |
8,095
| – | – | 1.1% | 31 |
|
|
2023
Q1 | $1.72M | Sell |
8,095
-3,657
| -31% | -$775K | 0.85% | 36 |
|
|
2022
Q4 | $1.41M | Buy |
+11,752
| New | +$1.41M | 0.76% | 38 |
|
|
2022
Q2 | – | Sell |
-1,205
| Closed | -$268K | – | 140 |
|
|
2022
Q1 | $268K | Sell |
1,205
-4,942
| -80% | -$1.1M | 0.1% | 113 |
|
|
2021
Q4 | $2.07M | Buy |
6,147
+73
| +1% | +$24.6K | 0.77% | 33 |
|
|
2021
Q3 | $2.06M | Buy |
6,074
+572
| +10% | +$194K | 0.75% | 33 |
|
|
2021
Q2 | $1.91M | Buy |
5,502
+109
| +2% | +$37.9K | 0.8% | 30 |
|
|
2021
Q1 | $1.59M | Buy |
5,393
+26
| +0.5% | +$7.66K | 0.69% | 33 |
|
|
2020
Q4 | $1.47M | Buy |
+5,367
| New | +$1.47M | 0.76% | 31 |
|