Pacific Capital Wealth 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 | $1.01M | Sell |
1,402
-60
| -4% | -$43.1K | 0.18% | 37 |
|
|
2025
Q1 | $843K | Buy |
1,462
+1
| +0.1% | +$576 | 0.15% | 45 |
|
|
2024
Q4 | $855K | Buy |
1,461
+7
| +0.5% | +$4.1K | 0.14% | 44 |
|
|
2024
Q3 | $832K | Buy |
1,454
+33
| +2% | +$18.9K | 0.14% | 43 |
|
|
2024
Q2 | $716K | Buy |
1,421
+323
| +29% | +$163K | 0.13% | 42 |
|
|
2024
Q1 | $533K | Buy |
1,098
+26
| +2% | +$12.6K | 0.13% | 43 |
|
|
2023
Q4 | $379K | Hold |
1,072
| – | – | 0.1% | 50 |
|
|
2023
Q3 | $322K | Hold |
1,072
| – | – | 0.09% | 53 |
|
|
2023
Q2 | $308K | Hold |
1,072
| – | – | 0.08% | 55 |
|
|
2023
Q1 | $227K | Buy |
+1,072
| New | +$227K | 0.06% | 78 |
|
|
2022
Q1 | – | Sell |
-607
| Closed | -$204K | – | 94 |
|
|
2021
Q4 | $204K | Buy |
+607
| New | +$204K | 0.06% | 89 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$5K | – | 142 |
|
|
2020
Q3 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 188 |
|