PFG Private Wealth 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 | $470K | Buy |
637
+11
| +2% | +$8.12K | 0.24% | 32 |
|
|
2025
Q1 | $361K | Buy |
626
+21
| +3% | +$12.1K | 0.2% | 35 |
|
|
2024
Q4 | $354K | Buy |
605
+24
| +4% | +$14.1K | 0.2% | 32 |
|
|
2024
Q3 | $333K | Buy |
581
+374
| +181% | +$214K | 0.19% | 37 |
|
|
2024
Q2 | $104K | Hold |
207
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $101K | Sell |
207
-56
| -21% | -$27.2K | 0.06% | 79 |
|
|
2023
Q4 | $93.1K | Hold |
263
| – | – | 0.06% | 74 |
|
|
2023
Q3 | $79K | Sell |
263
-49
| -16% | -$14.7K | 0.06% | 74 |
|
|
2023
Q2 | $89.5K | Hold |
312
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $66.1K | Hold |
312
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $38K | Sell |
312
-141
| -31% | -$17.2K | 0.02% | 152 |
|
|
2022
Q3 | $61K | Hold |
453
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $73K | Buy |
453
+126
| +39% | +$20.3K | 0.04% | 142 |
|
|
2022
Q1 | $73K | Sell |
327
-257
| -44% | -$57.4K | 0.04% | 143 |
|
|
2021
Q4 | $196K | Buy |
584
+29
| +5% | +$9.73K | 0.1% | 61 |
|
|
2021
Q3 | $188K | Buy |
+555
| New | +$188K | 0.11% | 57 |
|