SMA
Sage Mountain Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
19,062
+1,789
| +10% | +$1.32M | 0.92% | 20 |
|
|
2025
Q1 | $9.96M | Buy |
17,273
+182
| +1% | +$105K | 0.73% | 23 |
|
|
2024
Q4 | $10M | Buy |
17,091
+4,786
| +39% | +$2.8M | 0.73% | 25 |
|
|
2024
Q3 | $7.04M | Buy |
12,305
+1,898
| +18% | +$1.09M | 0.6% | 23 |
|
|
2024
Q2 | $5.25M | Buy |
10,407
+1,900
| +22% | +$958K | 0.49% | 28 |
|
|
2024
Q1 | $4.13M | Sell |
8,507
-36
| -0.4% | -$17.5K | 0.43% | 34 |
|
|
2023
Q4 | $3.02M | Buy |
8,543
+272
| +3% | +$96.3K | 0.35% | 43 |
|
|
2023
Q3 | $2.48M | Buy |
8,271
+601
| +8% | +$180K | 0.34% | 40 |
|
|
2023
Q2 | $2.2M | Buy |
7,670
+739
| +11% | +$212K | 0.31% | 46 |
|
|
2023
Q1 | $1.47M | Buy |
6,931
+3,598
| +108% | +$763K | 0.24% | 51 |
|
|
2022
Q4 | $401K | Sell |
3,333
-87
| -3% | -$10.5K | 0.09% | 84 |
|
|
2022
Q3 | $464K | Sell |
3,420
-876
| -20% | -$119K | 0.12% | 75 |
|
|
2022
Q2 | $693K | Sell |
4,296
-861
| -17% | -$139K | 0.12% | 152 |
|
|
2022
Q1 | $1.15M | Buy |
5,157
+397
| +8% | +$88.3K | 0.18% | 90 |
|
|
2021
Q4 | $1.6M | Buy |
4,760
+714
| +18% | +$240K | 0.19% | 77 |
|
|
2021
Q3 | $1.37M | Buy |
4,046
+113
| +3% | +$38.3K | 0.2% | 88 |
|
|
2021
Q2 | $1.37M | Buy |
3,933
+652
| +20% | +$227K | 0.23% | 74 |
|
|
2021
Q1 | $966K | Buy |
3,281
+1,030
| +46% | +$303K | 0.21% | 80 |
|
|
2020
Q4 | $615K | Buy |
+2,251
| New | +$615K | 0.2% | 75 |
|