Principle Wealth Partners’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 | $11.5M | Buy |
15,642
+4,405
| +39% | +$3.25M | 0.72% | 33 |
|
|
2025
Q1 | $6.48M | Buy |
11,237
+1,029
| +10% | +$593K | 0.46% | 52 |
|
|
2024
Q4 | $5.98M | Buy |
10,208
+168
| +2% | +$98.4K | 0.42% | 53 |
|
|
2024
Q3 | $5.75M | Buy |
10,040
+556
| +6% | +$318K | 0.41% | 57 |
|
|
2024
Q2 | $4.78M | Buy |
9,484
+6
| +0.1% | +$3.03K | 0.36% | 67 |
|
|
2024
Q1 | $4.6M | Buy |
9,478
+374
| +4% | +$182K | 0.36% | 72 |
|
|
2023
Q4 | $3.22M | Buy |
9,104
+59
| +0.7% | +$20.9K | 0.28% | 87 |
|
|
2023
Q3 | $2.72M | Buy |
9,045
+350
| +4% | +$105K | 0.27% | 90 |
|
|
2023
Q2 | $2.5M | Sell |
8,695
-492
| -5% | -$141K | 0.25% | 91 |
|
|
2023
Q1 | $1.95M | Sell |
9,187
-172
| -2% | -$36.5K | 0.21% | 95 |
|
|
2022
Q4 | $1.13M | Sell |
9,359
-360
| -4% | -$43.3K | 0.13% | 120 |
|
|
2022
Q3 | $1.32K | Sell |
9,719
-1,685
| -15% | -$229 | 0.12% | 104 |
|
|
2022
Q2 | $1.84M | Sell |
11,404
-30
| -0.3% | -$4.84K | 0.22% | 96 |
|
|
2022
Q1 | $2.54M | Sell |
11,434
-660
| -5% | -$147K | 0.27% | 83 |
|
|
2021
Q4 | $4.07M | Buy |
12,094
+346
| +3% | +$116K | 0.43% | 54 |
|
|
2021
Q3 | $3.99M | Buy |
11,748
+324
| +3% | +$110K | 0.46% | 51 |
|
|
2021
Q2 | $3.97M | Sell |
11,424
-37
| -0.3% | -$12.9K | 0.45% | 50 |
|
|
2021
Q1 | $3.38M | Sell |
11,461
-250
| -2% | -$73.6K | 0.39% | 59 |
|
|
2020
Q4 | $3.2M | Buy |
11,711
+3,429
| +41% | +$937K | 0.42% | 52 |
|
|
2020
Q3 | $2.17M | Sell |
8,282
-698
| -8% | -$183K | 0.6% | 30 |
|
|
2020
Q2 | $2.04M | Buy |
8,980
+53
| +0.6% | +$12K | 0.6% | 30 |
|
|
2020
Q1 | $1.49M | Sell |
8,927
-805
| -8% | -$134K | 0.56% | 33 |
|
|
2019
Q4 | $2M | Sell |
9,732
-665
| -6% | -$136K | 0.64% | 38 |
|
|
2019
Q3 | $1.85M | Buy |
10,397
+300
| +3% | +$53.4K | 0.64% | 38 |
|
|
2019
Q2 | $1.95M | Buy |
10,097
+724
| +8% | +$140K | 1% | 27 |
|
|
2019
Q1 | $1.56M | Sell |
9,373
-164
| -2% | -$27.3K | 0.89% | 31 |
|
|
2018
Q4 | $1.25M | Buy |
+9,537
| New | +$1.25M | 1.05% | 29 |
|