Patriot Financial Group Insurance Agency’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 | $11.4M | Buy |
15,465
+2,417
| +19% | +$1.78M | 1.31% | 11 |
|
|
2025
Q1 | $7.52M | Buy |
13,048
+932
| +8% | +$537K | 1.01% | 16 |
|
|
2024
Q4 | $7.09M | Buy |
12,116
+137
| +1% | +$80.2K | 0.95% | 18 |
|
|
2024
Q3 | $6.86M | Sell |
11,979
-1,386
| -10% | -$793K | 0.92% | 18 |
|
|
2024
Q2 | $6.74M | Buy |
13,365
+2,315
| +21% | +$1.17M | 0.99% | 17 |
|
|
2024
Q1 | $5.37M | Sell |
11,050
-150
| -1% | -$72.8K | 0.85% | 18 |
|
|
2023
Q4 | $3.96M | Buy |
11,200
+1,313
| +13% | +$465K | 0.75% | 25 |
|
|
2023
Q3 | $2.97M | Buy |
9,887
+1,416
| +17% | +$425K | 0.61% | 33 |
|
|
2023
Q2 | $2.43M | Buy |
8,471
+295
| +4% | +$84.7K | 0.46% | 44 |
|
|
2023
Q1 | $1.73M | Sell |
8,176
-1,084
| -12% | -$230K | 0.35% | 62 |
|
|
2022
Q4 | $1.11M | Buy |
9,260
+870
| +10% | +$105K | 0.15% | 90 |
|
|
2022
Q3 | $1.14M | Buy |
8,390
+939
| +13% | +$127K | 0.28% | 82 |
|
|
2022
Q2 | $1.2M | Buy |
7,451
+710
| +11% | +$114K | 0.24% | 85 |
|
|
2022
Q1 | $1.5M | Sell |
6,741
-1,925
| -22% | -$428K | 0.27% | 81 |
|
|
2021
Q4 | $2.92M | Sell |
8,666
-698
| -7% | -$235K | 0.48% | 31 |
|
|
2021
Q3 | $3.18M | Buy |
9,364
+716
| +8% | +$243K | 0.56% | 29 |
|
|
2021
Q2 | $3.01M | Buy |
8,648
+818
| +10% | +$284K | 0.55% | 27 |
|
|
2021
Q1 | $2.31M | Sell |
7,830
-870
| -10% | -$256K | 0.53% | 25 |
|
|
2020
Q4 | $2.38M | Buy |
8,700
+2,254
| +35% | +$616K | 0.6% | 22 |
|
|
2020
Q3 | $1.69M | Sell |
6,446
-117
| -2% | -$30.6K | 0.55% | 31 |
|
|
2020
Q2 | $1.49M | Buy |
6,563
+425
| +7% | +$96.5K | 0.57% | 33 |
|
|
2020
Q1 | $1.02M | Buy |
6,138
+1,530
| +33% | +$255K | 0.47% | 41 |
|
|
2019
Q4 | $946K | Buy |
4,608
+282
| +7% | +$57.9K | 0.35% | 52 |
|
|
2019
Q3 | $770K | Sell |
4,326
-240
| -5% | -$42.7K | 0.35% | 56 |
|
|
2019
Q2 | $891K | Buy |
4,566
+424
| +10% | +$82.7K | 0.38% | 46 |
|
|
2019
Q1 | $687K | Buy |
4,142
+1,602
| +63% | +$266K | 0.35% | 46 |
|
|
2018
Q4 | $333K | Buy |
2,540
+1,300
| +105% | +$170K | 0.22% | 79 |
|
|
2018
Q3 | $204K | Buy |
1,240
+475
| +62% | +$78.1K | 0.12% | 116 |
|
|
2018
Q2 | $149K | Sell |
765
-622
| -45% | -$121K | 0.16% | 91 |
|
|
2018
Q1 | $216K | Sell |
1,387
-704
| -34% | -$110K | 0.16% | 128 |
|
|
2017
Q4 | $394K | Buy |
2,091
+848
| +68% | +$160K | 0.29% | 70 |
|
|
2017
Q3 | $214K | Sell |
1,243
-1,650
| -57% | -$284K | 0.19% | 101 |
|
|
2017
Q2 | $444K | Buy |
2,893
+226
| +8% | +$34.7K | 0.46% | 43 |
|
|
2017
Q1 | $378K | Buy |
2,667
+281
| +12% | +$39.8K | 0.4% | 48 |
|
|
2016
Q4 | $303K | Buy |
+2,386
| New | +$303K | 0.41% | 48 |
|