Peak Financial 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 | $261K | Sell |
353
-154
| -30% | -$114K | 0.07% | 78 |
|
|
2025
Q1 | $292K | Sell |
507
-85
| -14% | -$49K | 0.09% | 71 |
|
|
2024
Q4 | $347K | Sell |
592
-33
| -5% | -$19.3K | 0.1% | 70 |
|
|
2024
Q3 | $358K | Hold |
625
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $315K | Buy |
625
+22
| +4% | +$11.1K | 0.1% | 72 |
|
|
2024
Q1 | $293K | Sell |
603
-100
| -14% | -$48.6K | 0.09% | 72 |
|
|
2023
Q4 | $249K | Sell |
703
-152
| -18% | -$53.8K | 0.08% | 68 |
|
|
2023
Q3 | $257K | Buy |
855
+10
| +1% | +$3K | 0.09% | 62 |
|
|
2023
Q2 | $242K | Buy |
+845
| New | +$242K | 0.09% | 74 |
|
|
2022
Q2 | – | Sell |
-931
| Closed | -$207K | – | 75 |
|
|
2022
Q1 | $207K | Hold |
931
| – | – | 0.07% | 74 |
|
|
2021
Q4 | $313K | Buy |
931
+270
| +41% | +$90.8K | 0.1% | 60 |
|
|
2021
Q3 | $224K | Sell |
661
-10
| -1% | -$3.39K | 0.08% | 67 |
|
|
2021
Q2 | $233K | Sell |
671
-315
| -32% | -$109K | 0.08% | 69 |
|
|
2021
Q1 | $290K | Buy |
986
+155
| +19% | +$45.6K | 0.11% | 57 |
|
|
2020
Q4 | $227K | Buy |
+831
| New | +$227K | 0.09% | 61 |
|
|
2018
Q1 | – | Sell |
-1,632
| Closed | -$288K | – | 50 |
|
|
2017
Q4 | $288K | Hold |
1,632
| – | – | 0.11% | 45 |
|
|
2017
Q3 | $279K | Hold |
1,632
| – | – | 0.11% | 42 |
|
|
2017
Q2 | $246K | Hold |
1,632
| – | – | 0.1% | 41 |
|
|
2017
Q1 | $232K | Buy |
+1,632
| New | +$232K | 0.09% | 42 |
|