PF
Phoenix Financial’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $85.7M | Sell |
117,093
-37,998
| -25% | -$27.8M | 1.13% | 27 |
|
2025
Q1 | $89.5M | Sell |
155,091
-10,928
| -7% | -$6.31M | 1.37% | 25 |
|
2024
Q4 | $97.2M | Sell |
166,019
-55,847
| -25% | -$32.7M | 1.33% | 27 |
|
2024
Q3 | $127M | Buy |
221,866
+7,857
| +4% | +$4.5M | 1.88% | 14 |
|
2024
Q2 | $109M | Sell |
214,009
-636
| -0.3% | -$323K | 1.65% | 18 |
|
2024
Q1 | $104M | Buy |
214,645
+8,020
| +4% | +$3.89M | 1.44% | 19 |
|
2023
Q4 | $80.5M | Sell |
206,625
-217,481
| -51% | -$84.7M | 1.33% | 22 |
|
2023
Q3 | $127M | Sell |
424,106
-140,192
| -25% | -$42.1M | 2.34% | 12 |
|
2023
Q2 | $162M | Sell |
564,298
-107,807
| -16% | -$30.9M | 3.31% | 9 |
|
2023
Q1 | $142M | Buy |
672,105
+160,210
| +31% | +$34M | 3.18% | 10 |
|
2022
Q4 | $61.6M | Buy |
511,895
+276,277
| +117% | +$33.2M | 1.19% | 25 |
|
2022
Q3 | $32.2M | Sell |
235,618
-4,798
| -2% | -$655K | 0.71% | 48 |
|
2022
Q2 | $39.1M | Sell |
240,416
-95,982
| -29% | -$15.6M | 0.8% | 44 |
|
2022
Q1 | $75M | Buy |
336,398
+111,568
| +50% | +$24.9M | 1.26% | 19 |
|
2021
Q4 | $75.9M | Buy |
224,830
+141,495
| +170% | +$47.8M | 1.25% | 20 |
|
2021
Q3 | $28.3M | Sell |
83,335
-148,391
| -64% | -$50.3M | 0.49% | 68 |
|
2021
Q2 | $80.7M | Sell |
231,726
-3,281
| -1% | -$1.14M | 1.54% | 12 |
|
2021
Q1 | $69M | Buy |
235,007
+91,372
| +64% | +$26.8M | 1.56% | 11 |
|
2020
Q4 | $39.1M | Buy |
143,635
+95,487
| +198% | +$26M | 1.05% | 25 |
|
2020
Q3 | $11.9M | Buy |
48,148
+3,458
| +8% | +$853K | 0.5% | 72 |
|
2020
Q2 | $9.41M | Sell |
44,690
-2,897
| -6% | -$610K | 0.4% | 78 |
|
2020
Q1 | $7.71M | Sell |
47,587
-139,771
| -75% | -$22.6M | 0.39% | 80 |
|
2019
Q4 | $38.2M | Buy |
187,358
+5,664
| +3% | +$1.15M | 1.6% | 8 |
|
2019
Q3 | $30.9M | Buy |
+181,694
| New | +$30.9M | 1.46% | 14 |
|