Powell Investment 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
Q1 | – | Sell |
-434
| Closed | -$254K | – | 156 |
|
|
2024
Q4 | $254K | Hold |
434
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $248K | Sell |
434
-25
| -5% | -$14.3K | 0.12% | 105 |
|
|
2024
Q2 | $231K | Buy |
+459
| New | +$231K | 0.12% | 104 |
|
|
2023
Q3 | – | Sell |
-848
| Closed | -$243K | – | 142 |
|
|
2023
Q2 | $243K | Buy |
+848
| New | +$243K | 0.14% | 90 |
|
|
2022
Q2 | – | Sell |
-1,673
| Closed | -$372K | – | 145 |
|
|
2022
Q1 | $372K | Buy |
1,673
+503
| +43% | +$112K | 0.22% | 65 |
|
|
2021
Q4 | $394K | Buy |
+1,170
| New | +$394K | 0.22% | 61 |
|