SHFA
SC&H Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
1,953
+77
| +4% | +$56.8K | 0.25% | 53 |
|
|
2025
Q1 | $1.08M | Hold |
1,876
| – | – | 0.21% | 58 |
|
|
2024
Q4 | $1.1M | Hold |
1,876
| – | – | 0.23% | 56 |
|
|
2024
Q3 | $1.07M | Buy |
1,876
+62
| +3% | +$35.5K | 0.23% | 60 |
|
|
2024
Q2 | $915K | Hold |
1,814
| – | – | 0.22% | 64 |
|
|
2024
Q1 | $881K | Hold |
1,814
| – | – | 0.23% | 64 |
|
|
2023
Q4 | $642K | Sell |
1,814
-13
| -0.7% | -$4.6K | 0.19% | 78 |
|
|
2023
Q3 | $548K | Hold |
1,827
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $524K | Sell |
1,827
-5
| -0.3% | -$1.44K | 0.17% | 84 |
|
|
2023
Q1 | $388K | Buy |
1,832
+5
| +0.3% | +$1.06K | 0.14% | 100 |
|
|
2022
Q4 | $220K | Sell |
1,827
-103
| -5% | -$12.4K | 0.09% | 121 |
|
|
2022
Q3 | $262K | Hold |
1,930
| – | – | 0.13% | 111 |
|
|
2022
Q2 | $311K | Sell |
1,930
-9
| -0.5% | -$1.45K | 0.15% | 111 |
|
|
2022
Q1 | $431K | Sell |
1,939
-41
| -2% | -$9.11K | 0.21% | 97 |
|
|
2021
Q4 | $666K | Buy |
+1,980
| New | +$666K | 0.37% | 61 |
|