Perfromance Wealth Partners’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 | $51.6M | Buy |
69,927
+609
| +0.9% | +$449K | 1.65% | 12 |
|
2025
Q1 | $40M | Buy |
69,318
+9,893
| +17% | +$5.7M | 1.43% | 12 |
|
2024
Q4 | $34.8M | Buy |
59,425
+1,307
| +2% | +$765K | 1.12% | 15 |
|
2024
Q3 | $33.3M | Buy |
58,118
+51,405
| +766% | +$29.4M | 1.15% | 13 |
|
2024
Q2 | $3.38M | Buy |
6,713
+3,494
| +109% | +$1.76M | 0.12% | 30 |
|
2024
Q1 | $1.56M | Buy |
3,219
+130
| +4% | +$63.1K | 0.07% | 56 |
|
2023
Q4 | $1.09M | Sell |
3,089
-6
| -0.2% | -$2.12K | 0.05% | 70 |
|
2023
Q3 | $929K | Buy |
3,095
+95
| +3% | +$28.5K | 0.05% | 76 |
|
2023
Q2 | $883K | Buy |
3,000
+1,000
| +50% | +$294K | 0.04% | 84 |
|
2023
Q1 | $424K | Buy |
+2,000
| New | +$424K | 0.02% | 121 |
|
2022
Q3 | – | Sell |
-1,309
| Closed | -$211K | – | 172 |
|
2022
Q2 | $211K | Buy |
+1,309
| New | +$211K | 0.01% | 159 |
|
2022
Q1 | – | Sell |
-90,685
| Closed | -$30.5M | – | 185 |
|
2021
Q4 | $30.5M | Buy |
+90,685
| New | +$30.5M | 1.23% | 15 |
|