Plancorp LLC’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 | $7.74M | Buy |
10,492
+119
| +1% | +$87.8K | 0.27% | 42 |
|
|
2025
Q1 | $5.98M | Buy |
10,373
+122
| +1% | +$70.3K | 0.24% | 47 |
|
|
2024
Q4 | $6M | Sell |
10,251
-566
| -5% | -$331K | 0.25% | 39 |
|
|
2024
Q3 | $6.19M | Sell |
10,817
-3,634
| -25% | -$2.08M | 0.25% | 37 |
|
|
2024
Q2 | $7.29M | Buy |
14,451
+474
| +3% | +$239K | 0.32% | 32 |
|
|
2024
Q1 | $6.79M | Buy |
13,977
+531
| +4% | +$258K | 0.29% | 32 |
|
|
2023
Q4 | $4.76M | Buy |
13,446
+393
| +3% | +$139K | 0.23% | 40 |
|
|
2023
Q3 | $3.92M | Buy |
13,053
+288
| +2% | +$86.5K | 0.21% | 42 |
|
|
2023
Q2 | $3.66M | Buy |
12,765
+2,035
| +19% | +$584K | 0.2% | 44 |
|
|
2023
Q1 | $2.27M | Buy |
10,730
+79
| +0.7% | +$16.7K | 0.13% | 60 |
|
|
2022
Q4 | $1.28M | Buy |
10,651
+2,485
| +30% | +$299K | 0.08% | 84 |
|
|
2022
Q3 | $1.11M | Sell |
8,166
-29
| -0.4% | -$3.94K | 0.07% | 86 |
|
|
2022
Q2 | $1.32M | Buy |
8,195
+890
| +12% | +$143K | 0.08% | 82 |
|
|
2022
Q1 | $1.62M | Sell |
7,305
-238
| -3% | -$52.9K | 0.11% | 80 |
|
|
2021
Q4 | $2.54M | Buy |
7,543
+272
| +4% | +$91.5K | 0.16% | 55 |
|
|
2021
Q3 | $2.47M | Buy |
7,271
+132
| +2% | +$44.8K | 0.17% | 50 |
|
|
2021
Q2 | $2.48M | Buy |
7,139
+1,804
| +34% | +$627K | 0.19% | 46 |
|
|
2021
Q1 | $1.57M | Sell |
5,335
-243
| -4% | -$71.6K | 0.35% | 55 |
|
|
2020
Q4 | $1.52M | Buy |
5,578
+257
| +5% | +$70.2K | 0.38% | 51 |
|
|
2020
Q3 | $1.39M | Buy |
5,321
+232
| +5% | +$60.8K | 0.42% | 47 |
|
|
2020
Q2 | $1.16M | Buy |
5,089
+1,978
| +64% | +$449K | 0.35% | 54 |
|
|
2020
Q1 | $519K | Buy |
3,111
+459
| +17% | +$76.6K | 0.2% | 83 |
|
|
2019
Q4 | $544K | Sell |
2,652
-461
| -15% | -$94.6K | 0.17% | 99 |
|
|
2019
Q3 | $554K | Buy |
3,113
+273
| +10% | +$48.6K | 0.21% | 82 |
|
|
2019
Q2 | $548K | Buy |
2,840
+114
| +4% | +$22K | 0.22% | 84 |
|
|
2019
Q1 | $454K | Buy |
2,726
+1,173
| +76% | +$195K | 0.17% | 102 |
|
|
2018
Q4 | $204K | Sell |
1,553
-207
| -12% | -$27.2K | 0.09% | 151 |
|
|
2018
Q3 | $289K | Sell |
1,760
-74
| -4% | -$12.2K | 0.11% | 133 |
|
|
2018
Q2 | $356K | Sell |
1,834
-94
| -5% | -$18.2K | 0.14% | 111 |
|
|
2018
Q1 | $308K | Sell |
1,928
-100
| -5% | -$16K | 0.1% | 121 |
|
|
2017
Q4 | $357K | Buy |
2,028
+79
| +4% | +$13.9K | 0.12% | 116 |
|
|
2017
Q3 | $331K | Buy |
1,949
+100
| +5% | +$17K | 0.1% | 115 |
|
|
2017
Q2 | $278K | Sell |
1,849
-92
| -5% | -$13.8K | 0.08% | 132 |
|
|
2017
Q1 | $276K | Sell |
1,941
-79
| -4% | -$11.2K | 0.08% | 134 |
|
|
2016
Q4 | $234K | Buy |
+2,020
| New | +$234K | 0.07% | 142 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$270K | – | 89 |
|
|
2015
Q3 | $270K | Hold |
3,000
| – | – | 0.24% | 74 |
|
|
2015
Q2 | $257K | Buy |
+3,000
| New | +$257K | 0.24% | 61 |
|
|
2015
Q1 | – | Sell |
-3,000
| Closed | -$234K | – | 104 |
|
|
2014
Q4 | $234K | Buy |
+3,000
| New | +$234K | 0.24% | 61 |
|
|
2014
Q2 | – | Sell |
-4,445
| Closed | -$268K | – | 96 |
|
|
2014
Q1 | $268K | Buy |
+4,445
| New | +$268K | 0.18% | 88 |
|