Peloton Wealth Strategists’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 | $210K | Buy |
+285
| New | +$210K | 0.08% | 87 |
|
|
2022
Q1 | – | Sell |
-1,665
| Closed | -$560K | – | 89 |
|
|
2021
Q4 | $560K | Sell |
1,665
-4,745
| -74% | -$1.6M | 0.22% | 74 |
|
|
2021
Q3 | $2.18M | Sell |
6,410
-4,285
| -40% | -$1.45M | 0.89% | 44 |
|
|
2021
Q2 | $3.72M | Sell |
10,695
-710
| -6% | -$247K | 1.53% | 28 |
|
|
2021
Q1 | $3.36M | Sell |
11,405
-180
| -2% | -$53K | 1.58% | 27 |
|
|
2020
Q4 | $3.17M | Hold |
11,585
| – | – | 1.57% | 28 |
|
|
2020
Q3 | $3.03M | Sell |
11,585
-55
| -0.5% | -$14.4K | 1.7% | 27 |
|
|
2020
Q2 | $2.64M | Sell |
11,640
-100
| -0.9% | -$22.7K | 1.66% | 27 |
|
|
2020
Q1 | $1.96M | Sell |
11,740
-600
| -5% | -$100K | 1.6% | 29 |
|
|
2019
Q4 | $2.53M | Buy |
12,340
+450
| +4% | +$92.4K | 1.54% | 29 |
|
|
2019
Q3 | $2.12M | Hold |
11,890
| – | – | 1.35% | 33 |
|
|
2019
Q2 | $2.3M | Buy |
11,890
+465
| +4% | +$89.8K | 1.54% | 32 |
|
|
2019
Q1 | $1.9M | Buy |
11,425
+75
| +0.7% | +$12.5K | 1.32% | 37 |
|
|
2018
Q4 | $1.49M | Sell |
11,350
-1,150
| -9% | -$151K | 1.21% | 41 |
|
|
2018
Q3 | $2.06M | Sell |
12,500
-74,750
| -86% | -$12.3M | 1.41% | 36 |
|
|
2018
Q2 | $3.89M | Sell |
87,250
-200
| -0.2% | -$8.92K | 2.82% | 6 |
|
|
2018
Q1 | $3.59M | Buy |
87,450
+6,275
| +8% | +$257K | 2.7% | 5 |
|
|
2017
Q4 | $2.82M | Sell |
81,175
-800
| -1% | -$27.8K | 2.1% | 18 |
|
|
2017
Q3 | $2.71M | Sell |
81,975
-425
| -0.5% | -$14K | 2.09% | 16 |
|
|
2017
Q2 | $2.24M | Buy |
82,400
+5,250
| +7% | +$143K | 1.74% | 23 |
|
|
2017
Q1 | $2.17M | Buy |
77,150
+72,950
| +1,737% | +$2.05M | 1.78% | 22 |
|
|
2016
Q4 | $483K | Sell |
4,200
-150
| -3% | -$17.3K | 0.39% | 68 |
|
|
2016
Q3 | $558K | Buy |
+4,350
| New | +$558K | 0.46% | 66 |
|
|
2016
Q1 | $205K | Buy |
+1,800
| New | +$205K | 0.17% | 72 |
|
|
2014
Q3 | – | Sell |
-4,450
| Closed | -$509K | – | 93 |
|
|
2014
Q2 | $509K | Buy |
+4,450
| New | +$509K | 0.45% | 64 |
|