Regent Peak Wealth 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 | $2.78M | Sell |
4,825
-195
| -4% | -$112K | 0.66% | 23 |
|
|
2024
Q4 | $2.94M | Buy |
5,020
+277
| +6% | +$162K | 0.66% | 24 |
|
|
2024
Q3 | $2.72M | Buy |
4,743
+46
| +1% | +$26.3K | 0.62% | 30 |
|
|
2024
Q2 | $2.37M | Buy |
4,697
+129
| +3% | +$65K | 0.54% | 42 |
|
|
2024
Q1 | $2.22M | Sell |
4,568
-233
| -5% | -$113K | 0.56% | 42 |
|
|
2023
Q4 | $1.7M | Buy |
4,801
+100
| +2% | +$35.4K | 0.46% | 45 |
|
|
2023
Q3 | $1.41M | Buy |
4,701
+105
| +2% | +$31.5K | 0.43% | 52 |
|
|
2023
Q2 | $1.32M | Buy |
4,596
+273
| +6% | +$78.3K | 0.38% | 52 |
|
|
2023
Q1 | $916K | Buy |
4,323
+19
| +0.4% | +$4.03K | 0.28% | 55 |
|
|
2022
Q4 | $522K | Buy |
4,304
+868
| +25% | +$105K | 0.17% | 80 |
|
|
2022
Q3 | $466K | Sell |
3,436
-154
| -4% | -$20.9K | 0.16% | 81 |
|
|
2022
Q2 | $578K | Sell |
3,590
-562
| -14% | -$90.5K | 0.19% | 72 |
|
|
2022
Q1 | $923K | Sell |
4,152
-690
| -14% | -$153K | 0.26% | 56 |
|
|
2021
Q4 | $1.63M | Buy |
4,842
+183
| +4% | +$61.6K | 0.44% | 49 |
|
|
2021
Q3 | $1.58M | Buy |
4,659
+43
| +0.9% | +$14.6K | 0.45% | 48 |
|
|
2021
Q2 | $1.65M | Buy |
4,616
+318
| +7% | +$113K | 0.46% | 50 |
|
|
2021
Q1 | $1.27M | Buy |
4,298
+87
| +2% | +$25.6K | 0.42% | 50 |
|
|
2020
Q4 | $1.15M | Buy |
4,211
+683
| +19% | +$187K | 0.38% | 50 |
|
|
2020
Q3 | $924K | Buy |
3,528
+283
| +9% | +$74.1K | 0.39% | 52 |
|
|
2020
Q2 | $737K | Buy |
3,245
+234
| +8% | +$53.1K | 0.33% | 57 |
|
|
2020
Q1 | $502K | Buy |
3,011
+4
| +0.1% | +$667 | 0.28% | 63 |
|
|
2019
Q4 | $617K | Buy |
+3,007
| New | +$617K | 0.28% | 65 |
|