Palisades Hudson Asset Management’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 | $705K | Sell |
955
-47
| -5% | -$34.7K | 0.28% | 42 |
|
|
2025
Q1 | $578K | Sell |
1,002
-24
| -2% | -$13.8K | 0.26% | 46 |
|
|
2024
Q4 | $601K | Sell |
1,026
-2
| -0.2% | -$1.17K | 0.25% | 47 |
|
|
2024
Q3 | $589K | Sell |
1,028
-100
| -9% | -$57.3K | 0.25% | 50 |
|
|
2024
Q2 | $569K | Buy |
1,128
+64
| +6% | +$32.3K | 0.26% | 48 |
|
|
2024
Q1 | $517K | Buy |
1,064
+6
| +0.6% | +$2.92K | 0.24% | 52 |
|
|
2023
Q4 | $375K | Buy |
1,058
+87
| +9% | +$30.8K | 0.18% | 63 |
|
|
2023
Q3 | $292K | Buy |
971
+117
| +14% | +$35.2K | 0.16% | 71 |
|
|
2023
Q2 | $246K | Buy |
+854
| New | +$246K | 0.13% | 85 |
|
|
2022
Q2 | – | Sell |
-1,388
| Closed | -$309K | – | 109 |
|
|
2022
Q1 | $309K | Sell |
1,388
-588
| -30% | -$131K | 0.14% | 81 |
|
|
2021
Q4 | $664K | Sell |
1,976
-50
| -2% | -$16.8K | 0.28% | 43 |
|
|
2021
Q3 | $688K | Hold |
2,026
| – | – | 0.31% | 37 |
|
|
2021
Q2 | $704K | Buy |
2,026
+75
| +4% | +$26.1K | 0.31% | 37 |
|
|
2021
Q1 | $575K | Sell |
1,951
-299
| -13% | -$88.1K | 0.27% | 41 |
|
|
2020
Q4 | $615K | Buy |
2,250
+94
| +4% | +$25.7K | 0.32% | 37 |
|
|
2020
Q3 | $565K | Hold |
2,156
| – | – | 0.36% | 36 |
|
|
2020
Q2 | $490K | Hold |
2,156
| – | – | 0.33% | 40 |
|
|
2020
Q1 | $360K | Sell |
2,156
-423
| -16% | -$70.6K | 0.31% | 45 |
|
|
2019
Q4 | $529K | Buy |
2,579
+423
| +20% | +$86.8K | 0.34% | 39 |
|
|
2019
Q3 | $384K | Hold |
2,156
| – | – | 0.27% | 50 |
|
|
2019
Q2 | $416K | Hold |
2,156
| – | – | 0.29% | 47 |
|
|
2019
Q1 | $359K | Sell |
2,156
-205
| -9% | -$34.1K | 0.23% | 55 |
|
|
2018
Q4 | $310K | Sell |
2,361
-44
| -2% | -$5.78K | 0.18% | 75 |
|
|
2018
Q3 | $396K | Hold |
2,405
| – | – | 0.2% | 61 |
|
|
2018
Q2 | $467K | Sell |
2,405
-400
| -14% | -$77.7K | 0.25% | 46 |
|
|
2018
Q1 | $448K | Hold |
2,805
| – | – | 0.24% | 46 |
|
|
2017
Q4 | $495K | Sell |
2,805
-278
| -9% | -$49.1K | 0.27% | 40 |
|
|
2017
Q3 | $527K | Sell |
3,083
-622
| -17% | -$106K | 0.3% | 39 |
|
|
2017
Q2 | $559K | Hold |
3,705
| – | – | 0.33% | 30 |
|
|
2017
Q1 | $526K | Sell |
3,705
-761
| -17% | -$108K | 0.33% | 30 |
|
|
2016
Q4 | $514K | Hold |
4,466
| – | – | 0.31% | 30 |
|
|
2016
Q3 | $573K | Hold |
4,466
| – | – | 0.44% | 24 |
|
|
2016
Q2 | $510K | Buy |
4,466
+136
| +3% | +$15.5K | 0.42% | 27 |
|
|
2016
Q1 | $494K | Buy |
4,330
+865
| +25% | +$98.7K | 0.39% | 29 |
|
|
2015
Q4 | $363K | Buy |
3,465
+146
| +4% | +$15.3K | 0.31% | 46 |
|
|
2015
Q3 | $298K | Buy |
+3,319
| New | +$298K | 0.27% | 57 |
|
|
2015
Q2 | – | Sell |
-2,446
| Closed | -$201K | – | 92 |
|
|
2015
Q1 | $201K | Buy |
+2,446
| New | +$201K | 0.16% | 91 |
|