OBWP
META icon

O'Brien Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
542
-855
-61% -$632K 0.06% 39
2025
Q1
$805K Sell
1,397
-252
-15% -$145K 0.15% 27
2024
Q4
$965K Sell
1,649
-222
-12% -$130K 0.17% 23
2024
Q3
$1.07M Sell
1,871
-239
-11% -$137K 0.21% 22
2024
Q2
$1.06M Sell
2,110
-73
-3% -$36.8K 0.24% 20
2024
Q1
$1.06M Sell
2,183
-270
-11% -$131K 0.25% 20
2023
Q4
$868K Sell
2,453
-272
-10% -$96.3K 0.23% 18
2023
Q3
$818K Sell
2,725
-293
-10% -$88K 0.23% 18
2023
Q2
$866K Sell
3,018
-835
-22% -$240K 0.25% 17
2023
Q1
$817K Buy
3,853
+143
+4% +$30.3K 0.26% 17
2022
Q4
$446K Buy
3,710
+432
+13% +$52K 0.18% 20
2022
Q3
$445K Buy
3,278
+77
+2% +$10.5K 0.19% 25
2022
Q2
$516K Sell
3,201
-19
-0.6% -$3.06K 0.22% 21
2022
Q1
$632K Buy
3,220
+578
+22% +$113K 0.25% 15
2021
Q4
$582K Sell
2,642
-98
-4% -$21.6K 0.2% 17
2021
Q3
$912K Sell
2,740
-164
-6% -$54.6K 0.32% 14
2021
Q2
$1.02M Buy
2,904
+686
+31% +$240K 0.34% 16
2021
Q1
$694K Buy
2,218
+121
+6% +$37.9K 0.23% 18
2020
Q4
$561K Buy
+2,097
New +$561K 0.2% 19
2020
Q1
Sell
-1,147
Closed -$244K 41
2019
Q4
$244K Buy
+1,147
New +$244K 0.17% 36
2018
Q4
Sell
-497
Closed -$82K 147
2018
Q3
$82K Buy
+497
New +$82K 0.05% 56
2018
Q2
Sell
-450
Closed -$72K 147
2018
Q1
$72K Buy
+450
New +$72K 0.05% 51