Sendero Wealth Management’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 | $16.7M | Sell |
22,582
-1,894
| -8% | -$1.4M | 2.08% | 10 |
|
|
2025
Q1 | $14.1M | Buy |
24,476
+3,359
| +16% | +$1.94M | 1.96% | 10 |
|
|
2024
Q4 | $12.4M | Buy |
21,117
+499
| +2% | +$292K | 1.84% | 12 |
|
|
2024
Q3 | $11.8M | Buy |
20,618
+2,777
| +16% | +$1.59M | 1.86% | 11 |
|
|
2024
Q2 | $9M | Buy |
17,841
+3,748
| +27% | +$1.89M | 1.51% | 13 |
|
|
2024
Q1 | $6.84M | Buy |
14,093
+6,824
| +94% | +$3.31M | 1.18% | 20 |
|
|
2023
Q4 | $2.57M | Sell |
7,269
-230
| -3% | -$81.4K | 0.49% | 46 |
|
|
2023
Q3 | $2.25M | Sell |
7,499
-1,299
| -15% | -$390K | 0.48% | 44 |
|
|
2023
Q2 | $2.52M | Buy |
8,798
+337
| +4% | +$96.7K | 0.55% | 41 |
|
|
2023
Q1 | $1.79M | Buy |
8,461
+130
| +2% | +$27.6K | 0.55% | 43 |
|
|
2022
Q4 | $1M | Sell |
8,331
-10,447
| -56% | -$1.26M | 0.36% | 54 |
|
|
2022
Q3 | $2.55M | Sell |
18,778
-5,629
| -23% | -$764K | 1.06% | 12 |
|
|
2022
Q2 | $3.94M | Buy |
24,407
+3,970
| +19% | +$640K | 3.77% | 6 |
|
|
2022
Q1 | $4.59M | Sell |
20,437
-124
| -0.6% | -$27.8K | 2.11% | 8 |
|
|
2021
Q4 | $6.92M | Buy |
+20,561
| New | +$6.92M | 3.07% | 5 |
|