Peterson Wealth Advisors’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 | $746K | Hold |
1,011
| – | – | 0.12% | 50 |
|
|
2025
Q1 | $522K | Sell |
1,011
-399
| -28% | -$206K | 0.1% | 56 |
|
|
2024
Q4 | $853K | Sell |
1,410
-42
| -3% | -$25.4K | 0.15% | 37 |
|
|
2024
Q3 | $831K | Sell |
1,452
-2
| -0.1% | -$1.15K | 0.16% | 36 |
|
|
2024
Q2 | $733K | Sell |
1,454
-3
| -0.2% | -$1.51K | 0.15% | 35 |
|
|
2024
Q1 | $708K | Sell |
1,457
-11
| -0.7% | -$5.34K | 0.15% | 37 |
|
|
2023
Q4 | $520K | Buy |
1,468
+28
| +2% | +$9.91K | 0.12% | 44 |
|
|
2023
Q3 | $432K | Hold |
1,440
| – | – | 0.12% | 43 |
|
|
2023
Q2 | $412K | Buy |
+1,440
| New | +$412K | 0.11% | 45 |
|
|
2022
Q4 | – | Sell |
-1,607
| Closed | -$218K | – | 66 |
|
|
2022
Q3 | $218K | Buy |
1,607
+15
| +0.9% | +$2.04K | 0.07% | 53 |
|
|
2022
Q2 | $257K | Buy |
1,592
+10
| +0.6% | +$1.61K | 0.08% | 49 |
|
|
2022
Q1 | $352K | Buy |
1,582
+687
| +77% | +$153K | 0.1% | 47 |
|
|
2021
Q4 | $301K | Buy |
895
+100
| +13% | +$33.6K | 0.09% | 50 |
|
|
2021
Q3 | $270K | Hold |
795
| – | – | 0.09% | 47 |
|
|
2021
Q2 | $276K | Buy |
795
+70
| +10% | +$24.3K | 0.1% | 47 |
|
|
2021
Q1 | $214K | Buy |
+725
| New | +$214K | 0.09% | 49 |
|