SIA
Schechter Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.5M | Sell |
21,692
-2,824
| -12% | -$1.63M | 1.03% | 19 |
|
|
2024
Q4 | $14.4M | Sell |
24,516
-1,152
| -4% | -$674K | 1.1% | 19 |
|
|
2024
Q3 | $14.7M | Sell |
25,668
-181
| -0.7% | -$104K | 1.08% | 17 |
|
|
2024
Q2 | $13M | Sell |
25,849
-528
| -2% | -$266K | 0.98% | 23 |
|
|
2024
Q1 | $12.8M | Buy |
26,377
+1,774
| +7% | +$861K | 0.96% | 24 |
|
|
2023
Q4 | $8.71M | Buy |
24,603
+741
| +3% | +$262K | 0.75% | 27 |
|
|
2023
Q3 | $7.16M | Buy |
23,862
+335
| +1% | +$101K | 0.69% | 28 |
|
|
2023
Q2 | $6.75M | Sell |
23,527
-2,109
| -8% | -$605K | 0.61% | 28 |
|
|
2023
Q1 | $5.43M | Buy |
25,636
+3,536
| +16% | +$749K | 0.5% | 35 |
|
|
2022
Q4 | $2.66M | Sell |
22,100
-9,888
| -31% | -$1.19M | 0.24% | 77 |
|
|
2022
Q3 | $4.34M | Sell |
31,988
-1,425
| -4% | -$193K | 0.43% | 28 |
|
|
2022
Q2 | $5.39M | Buy |
33,413
+3,719
| +13% | +$600K | 0.52% | 25 |
|
|
2022
Q1 | $6.6M | Sell |
29,694
-3,739
| -11% | -$831K | 0.61% | 20 |
|
|
2021
Q4 | $11.2M | Buy |
+33,433
| New | +$11.2M | 1.01% | 11 |
|