OneDigital Investment 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 | $25.7M | Buy |
34,874
+478
| +1% | +$353K | 0.29% | 73 |
|
|
2025
Q1 | $19.8M | Sell |
34,396
-760
| -2% | -$438K | 0.23% | 86 |
|
|
2024
Q4 | $20.6M | Sell |
35,156
-8,187
| -19% | -$4.79M | 0.24% | 80 |
|
|
2024
Q3 | $24.8M | Buy |
43,343
+188
| +0.4% | +$108K | 0.28% | 68 |
|
|
2024
Q2 | $21.8M | Buy |
43,155
+10,379
| +32% | +$5.23M | 0.27% | 71 |
|
|
2024
Q1 | $15.9M | Sell |
32,776
-1,336
| -4% | -$649K | 0.25% | 88 |
|
|
2023
Q4 | $12.1M | Buy |
34,112
+3,621
| +12% | +$1.28M | 0.21% | 103 |
|
|
2023
Q3 | $9.15M | Buy |
30,491
+4,758
| +18% | +$1.43M | 0.2% | 103 |
|
|
2023
Q2 | $7.38M | Sell |
25,733
-3,199
| -11% | -$918K | 0.16% | 114 |
|
|
2023
Q1 | $6.13M | Buy |
28,932
+12,441
| +75% | +$2.64M | 0.14% | 129 |
|
|
2022
Q4 | $1.98M | Buy |
16,491
+2,744
| +20% | +$330K | 0.06% | 255 |
|
|
2022
Q3 | $1.87M | Buy |
13,747
+1,535
| +13% | +$208K | 0.07% | 198 |
|
|
2022
Q2 | $1.97M | Sell |
12,212
-40,832
| -77% | -$6.58M | 0.08% | 157 |
|
|
2022
Q1 | $11.8M | Buy |
53,044
+3,452
| +7% | +$768K | 0.45% | 35 |
|
|
2021
Q4 | $16.7M | Sell |
49,592
-1,296
| -3% | -$436K | 0.59% | 25 |
|
|
2021
Q3 | $17.3M | Sell |
50,888
-380
| -0.7% | -$129K | 0.68% | 25 |
|
|
2021
Q2 | $17.8M | Buy |
51,268
+3,276
| +7% | +$1.14M | 0.73% | 24 |
|
|
2021
Q1 | $14.1M | Sell |
47,992
-591
| -1% | -$174K | 0.66% | 28 |
|
|
2020
Q4 | $13.2M | Buy |
48,583
+2,216
| +5% | +$604K | 0.69% | 26 |
|
|
2020
Q3 | $12.1M | Buy |
46,367
+2,419
| +6% | +$633K | 0.84% | 24 |
|
|
2020
Q2 | $9.99M | Buy |
43,948
+3,086
| +8% | +$701K | 0.72% | 27 |
|
|
2020
Q1 | $6.87M | Buy |
40,862
+502
| +1% | +$84.4K | 0.61% | 34 |
|
|
2019
Q4 | $8.28M | Buy |
40,360
+1,632
| +4% | +$335K | 0.65% | 29 |
|
|
2019
Q3 | $6.9M | Sell |
38,728
-13,321
| -26% | -$2.37M | 0.62% | 32 |
|
|
2019
Q2 | $10M | Buy |
52,049
+25,208
| +94% | +$4.86M | 0.78% | 22 |
|
|
2019
Q1 | $4.49M | Buy |
26,841
+1,650
| +7% | +$276K | 0.66% | 37 |
|
|
2018
Q4 | $3.3M | Buy |
25,191
+4,391
| +21% | +$576K | 0.56% | 47 |
|
|
2018
Q3 | $3.42M | Sell |
20,800
-471
| -2% | -$77.5K | 0.8% | 23 |
|
|
2018
Q2 | $4.13M | Sell |
21,271
-1,809
| -8% | -$352K | 0.87% | 20 |
|
|
2018
Q1 | $3.69M | Buy |
23,080
+2,545
| +12% | +$407K | 0.81% | 24 |
|
|
2017
Q4 | $3.62M | Buy |
20,535
+1,194
| +6% | +$211K | 0.41% | 22 |
|
|
2017
Q3 | $3.31M | Buy |
19,341
+59
| +0.3% | +$10.1K | 1.21% | 13 |
|
|
2017
Q2 | $2.91M | Buy |
+19,282
| New | +$2.91M | 0.87% | 22 |
|