Portside Wealth Group’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 | $7.35M | Buy |
9,963
+1,061
| +12% | +$783K | 1.09% | 15 |
|
2025
Q1 | $5.13M | Buy |
8,902
+1,187
| +15% | +$684K | 0.84% | 25 |
|
2024
Q4 | $4.52M | Buy |
7,715
+1,799
| +30% | +$1.05M | 0.75% | 32 |
|
2024
Q3 | $3.39M | Buy |
5,916
+852
| +17% | +$488K | 0.58% | 44 |
|
2024
Q2 | $2.55M | Buy |
5,064
+138
| +3% | +$69.6K | 0.49% | 53 |
|
2024
Q1 | $2.39M | Sell |
4,926
-553
| -10% | -$269K | 0.44% | 63 |
|
2023
Q4 | $1.94M | Buy |
5,479
+532
| +11% | +$188K | 0.36% | 78 |
|
2023
Q3 | $1.49M | Buy |
4,947
+700
| +16% | +$210K | 0.28% | 91 |
|
2023
Q2 | $1.22M | Buy |
+4,247
| New | +$1.22M | 0.23% | 105 |
|