Palo Alto 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 | $1.04M | Buy |
1,413
+23
| +2% | +$17K | 0.39% | 22 |
|
|
2025
Q1 | $912K | Buy |
1,390
+65
| +5% | +$42.6K | 0.36% | 21 |
|
|
2024
Q4 | $776K | Sell |
1,325
-48
| -3% | -$28.1K | 0.27% | 23 |
|
|
2024
Q3 | $790K | Buy |
1,373
+162
| +13% | +$93.2K | 0.33% | 20 |
|
|
2024
Q2 | $611K | Sell |
1,211
-149
| -11% | -$75.2K | 0.42% | 22 |
|
|
2024
Q1 | $661K | Buy |
1,360
+1
| +0.1% | +$486 | 0.47% | 22 |
|
|
2023
Q4 | $481K | Buy |
1,359
+15
| +1% | +$5.31K | 0.36% | 27 |
|
|
2023
Q3 | $403K | Sell |
1,344
-70
| -5% | -$21K | 0.34% | 27 |
|
|
2023
Q2 | $406K | Hold |
1,414
| – | – | 0.32% | 29 |
|
|
2023
Q1 | $300K | Buy |
+1,414
| New | +$300K | 0.24% | 35 |
|