Private Client Services’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 | $1.09M | Sell |
1,481
-580
| -28% | -$428K | 0.43% | 59 |
|
2025
Q1 | $1.19M | Buy |
2,061
+4
| +0.2% | +$2.31K | 0.59% | 45 |
|
2024
Q4 | $1.2M | Buy |
2,057
+497
| +32% | +$291K | 0.65% | 42 |
|
2024
Q3 | $893K | Buy |
1,560
+726
| +87% | +$416K | 0.48% | 57 |
|
2024
Q2 | $420K | Buy |
834
+18
| +2% | +$9.07K | 0.26% | 80 |
|
2024
Q1 | $396K | Sell |
816
-92
| -10% | -$44.7K | 0.27% | 81 |
|
2023
Q4 | $322K | Buy |
+908
| New | +$322K | 0.26% | 96 |
|