Plante Moran Financial 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 | $1.65M | Sell |
2,238
-388
| -15% | -$286K | 0.12% | 28 |
|
|
2025
Q1 | $1.51M | Sell |
2,626
-40
| -2% | -$23.1K | 0.13% | 29 |
|
|
2024
Q4 | $1.56M | Buy |
2,666
+1
| +0% | +$586 | 0.13% | 32 |
|
|
2024
Q3 | $1.53M | Sell |
2,665
-1,000
| -27% | -$572K | 0.13% | 33 |
|
|
2024
Q2 | $1.85M | Buy |
3,665
+1,115
| +44% | +$562K | 0.18% | 31 |
|
|
2024
Q1 | $1.24M | Sell |
2,550
-434
| -15% | -$211K | 0.13% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
2,984
+1,463
| +96% | +$518K | 0.11% | 46 |
|
|
2023
Q3 | $457K | Buy |
1,521
+119
| +8% | +$35.7K | 0.05% | 83 |
|
|
2023
Q2 | $402K | Hold |
1,402
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $297K | Buy |
1,402
+101
| +8% | +$21.4K | 0.04% | 113 |
|
|
2022
Q4 | $157K | Sell |
1,301
-1,445
| -53% | -$174K | 0.02% | 177 |
|
|
2022
Q3 | $373K | Sell |
2,746
-198
| -7% | -$26.9K | 0.06% | 92 |
|
|
2022
Q2 | $475K | Buy |
2,944
+539
| +22% | +$87K | 0.08% | 81 |
|
|
2022
Q1 | $535K | Sell |
2,405
-1,169
| -33% | -$260K | 0.1% | 81 |
|
|
2021
Q4 | $1.2M | Buy |
3,574
+1,113
| +45% | +$374K | 0.2% | 49 |
|
|
2021
Q3 | $835K | Buy |
2,461
+486
| +25% | +$165K | 0.19% | 60 |
|
|
2021
Q2 | $687K | Buy |
1,975
+111
| +6% | +$38.6K | 0.17% | 67 |
|
|
2021
Q1 | $549K | Sell |
1,864
-415
| -18% | -$122K | 0.15% | 75 |
|
|
2020
Q4 | $623K | Buy |
2,279
+1,243
| +120% | +$340K | 0.19% | 65 |
|
|
2020
Q3 | $271K | Buy |
1,036
+127
| +14% | +$33.2K | 0.1% | 120 |
|
|
2020
Q2 | $206K | Sell |
909
-9
| -1% | -$2.04K | 0.08% | 123 |
|
|
2020
Q1 | $153K | Sell |
918
-1,162
| -56% | -$194K | 0.07% | 145 |
|
|
2019
Q4 | $427K | Sell |
2,080
-176
| -8% | -$36.1K | 0.15% | 92 |
|
|
2019
Q3 | $402K | Sell |
2,256
-457
| -17% | -$81.4K | 0.12% | 101 |
|
|
2019
Q2 | $524K | Buy |
2,713
+261
| +11% | +$50.4K | 0.16% | 83 |
|
|
2019
Q1 | $409K | Sell |
2,452
-1,654
| -40% | -$276K | 0.13% | 93 |
|
|
2018
Q4 | $538K | Sell |
4,106
-1,718
| -29% | -$225K | 0.19% | 69 |
|
|
2018
Q3 | $958K | Sell |
5,824
-1,918
| -25% | -$315K | 0.31% | 45 |
|
|
2018
Q2 | $1.5M | Buy |
7,742
+1,746
| +29% | +$339K | 0.76% | 22 |
|
|
2018
Q1 | $958K | Buy |
5,996
+55
| +0.9% | +$8.79K | 0.52% | 38 |
|
|
2017
Q4 | $1.05M | Buy |
5,941
+427
| +8% | +$75.3K | 0.58% | 33 |
|
|
2017
Q3 | $942K | Buy |
5,514
+434
| +9% | +$74.1K | 0.56% | 39 |
|
|
2017
Q2 | $767K | Buy |
5,080
+139
| +3% | +$21K | 0.48% | 48 |
|
|
2017
Q1 | $702K | Sell |
4,941
-1,445
| -23% | -$205K | 0.42% | 51 |
|
|
2016
Q4 | $735K | Sell |
6,386
-2,834
| -31% | -$326K | 0.46% | 43 |
|
|
2016
Q3 | $1.18M | Buy |
9,220
+5,220
| +131% | +$670K | 0.8% | 27 |
|
|
2016
Q2 | $457K | Buy |
4,000
+1,909
| +91% | +$218K | 0.33% | 63 |
|
|
2016
Q1 | $239K | Buy |
2,091
+317
| +18% | +$36.2K | 0.18% | 95 |
|
|
2015
Q4 | $186K | Buy |
1,774
+158
| +10% | +$16.6K | 0.14% | 116 |
|
|
2015
Q3 | $145K | Buy |
1,616
+161
| +11% | +$14.4K | 0.11% | 140 |
|
|
2015
Q2 | $125K | Sell |
1,455
-47
| -3% | -$4.04K | 0.09% | 165 |
|
|
2015
Q1 | $123K | Buy |
1,502
+630
| +72% | +$51.6K | 0.09% | 164 |
|
|
2014
Q4 | $68K | Buy |
872
+233
| +36% | +$18.2K | 0.05% | 231 |
|
|
2014
Q3 | $51K | Buy |
639
+111
| +21% | +$8.86K | 0.04% | 254 |
|
|
2014
Q2 | $36K | Buy |
528
+286
| +118% | +$19.5K | 0.03% | 280 |
|
|
2014
Q1 | $15K | Hold |
242
| – | – | 0.02% | 290 |
|
|
2013
Q4 | $13K | Sell |
242
-1,500
| -86% | -$80.6K | 0.01% | 409 |
|
|
2013
Q3 | $88K | Sell |
1,742
-1,958
| -53% | -$98.9K | 0.05% | 130 |
|
|
2013
Q2 | $92K | Buy |
+3,700
| New | +$92K | 0.07% | 109 |
|