Partners in Financial Planning’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 | $455K | Hold |
617
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $356K | Hold |
617
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $361K | Sell |
617
-41
| -6% | -$24K | 0.07% | 77 |
|
|
2024
Q3 | $377K | Hold |
658
| – | – | 0.08% | 76 |
|
|
2024
Q2 | $332K | Hold |
658
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $320K | Sell |
658
-25
| -4% | -$12.1K | 0.07% | 84 |
|
|
2023
Q4 | $242K | Buy |
+683
| New | +$242K | 0.06% | 91 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$204K | – | 95 |
|
|
2021
Q3 | $204K | Hold |
600
| – | – | 0.06% | 94 |
|
|
2021
Q2 | $209K | Buy |
+600
| New | +$209K | 0.07% | 89 |
|