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