Resonant Capital 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
Q2
$9.51M Buy
12,878
+1,942
+18% +$1.43M 0.61% 39
2025
Q1
$6.3M Buy
10,936
+595
+6% +$343K 0.44% 47
2024
Q4
$6.05M Buy
10,341
+509
+5% +$298K 0.44% 46
2024
Q3
$5.63M Buy
9,832
+1,065
+12% +$610K 0.41% 48
2024
Q2
$4.42M Buy
8,767
+681
+8% +$343K 0.36% 62
2024
Q1
$3.93M Buy
8,086
+2,311
+40% +$1.12M 0.34% 65
2023
Q4
$2.04M Buy
5,775
+2,857
+98% +$1.01M 0.2% 98
2023
Q3
$876K Buy
2,918
+187
+7% +$56.1K 0.09% 133
2023
Q2
$784K Buy
2,731
+64
+2% +$18.4K 0.09% 136
2023
Q1
$565K Buy
2,667
+125
+5% +$26.5K 0.06% 157
2022
Q4
$306K Buy
2,542
+785
+45% +$94.5K 0.04% 209
2022
Q3
$238K Sell
1,757
-384
-18% -$52K 0.04% 204
2022
Q2
$345K Buy
2,141
+509
+31% +$82K 0.05% 182
2022
Q1
$367K Buy
1,632
+361
+28% +$81.2K 0.05% 167
2021
Q4
$427K Buy
1,271
+421
+50% +$141K 0.06% 149
2021
Q3
$288K Buy
850
+196
+30% +$66.4K 0.05% 164
2021
Q2
$227K Buy
+654
New +$227K 0.04% 165
2020
Q3
Sell
-1,121
Closed -$255K 169
2020
Q2
$255K Sell
1,121
-269
-19% -$61.2K 0.07% 156
2020
Q1
$232K Buy
1,390
+191
+16% +$31.9K 0.08% 172
2019
Q4
$246K Buy
+1,199
New +$246K 0.08% 184