SAG
SageView Advisory Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
20,562
+1,025
| +5% | +$736K | 0.56% | 23 |
|
|
2025
Q1 | $11.3M | Buy |
19,537
+359
| +2% | +$207K | 0.48% | 26 |
|
|
2024
Q4 | $11.2M | Buy |
19,178
+2,310
| +14% | +$1.35M | 0.48% | 27 |
|
|
2024
Q3 | $9.66M | Sell |
16,868
-2,615
| -13% | -$1.5M | 0.49% | 30 |
|
|
2024
Q2 | $9.82M | Sell |
19,483
-7,977
| -29% | -$4.02M | 0.46% | 31 |
|
|
2024
Q1 | $3.71M | Buy |
27,460
+7,674
| +39% | +$1.04M | 0.19% | 68 |
|
|
2023
Q4 | $7.92M | Buy |
19,786
+5,668
| +40% | +$2.27M | 0.34% | 42 |
|
|
2023
Q3 | $4.24M | Buy |
14,118
+333
| +2% | +$100K | 0.24% | 61 |
|
|
2023
Q2 | $3.96M | Buy |
13,785
+1,402
| +11% | +$402K | 0.22% | 65 |
|
|
2023
Q1 | $2.62M | Sell |
12,383
-117
| -0.9% | -$24.8K | 0.17% | 93 |
|
|
2022
Q4 | $1.5M | Buy |
+12,500
| New | +$1.5M | 0.12% | 119 |
|