SFA
Sequoia 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 | $155M | Buy |
210,526
+20,912
| +11% | +$15.4M | 1.06% | 16 |
|
|
2025
Q1 | $109M | Buy |
189,614
+15,982
| +9% | +$9.21M | 0.84% | 20 |
|
|
2024
Q4 | $102M | Buy |
173,632
+16,244
| +10% | +$9.51M | 0.98% | 17 |
|
|
2024
Q3 | $90.1M | Buy |
157,388
+34,664
| +28% | +$19.8M | 0.97% | 16 |
|
|
2024
Q2 | $61.9M | Buy |
122,724
+13,888
| +13% | +$7M | 0.75% | 25 |
|
|
2024
Q1 | $52.8M | Sell |
108,836
-22,470
| -17% | -$10.9M | 0.66% | 29 |
|
|
2023
Q4 | $46.5M | Buy |
131,306
+97,107
| +284% | +$34.4M | 0.58% | 34 |
|
|
2023
Q3 | $10.3M | Buy |
34,199
+731
| +2% | +$219K | 0.18% | 98 |
|
|
2023
Q2 | $9.6M | Buy |
33,468
+2,280
| +7% | +$654K | 0.16% | 106 |
|
|
2023
Q1 | $6.61M | Buy |
31,188
+3,883
| +14% | +$823K | 0.15% | 127 |
|
|
2022
Q4 | $3.29M | Buy |
27,305
+13,823
| +103% | +$1.66M | 0.08% | 155 |
|
|
2022
Q3 | $1.83M | Sell |
13,482
-8,279
| -38% | -$1.12M | 0.06% | 159 |
|
|
2022
Q2 | $3.51M | Sell |
21,761
-21,959
| -50% | -$3.54M | 0.1% | 139 |
|
|
2022
Q1 | $9.72M | Buy |
43,720
+4,975
| +13% | +$1.11M | 0.24% | 85 |
|
|
2021
Q4 | $13M | Buy |
38,745
+27,710
| +251% | +$9.32M | 0.36% | 57 |
|
|
2021
Q3 | $3.75M | Sell |
11,035
-18,904
| -63% | -$6.42M | 0.38% | 43 |
|
|
2021
Q2 | $10.4M | Buy |
29,939
+18,918
| +172% | +$6.58M | 0.38% | 46 |
|
|
2021
Q1 | $3.25M | Sell |
11,021
-1,578
| -13% | -$465K | 0.14% | 96 |
|
|
2020
Q4 | $3.44M | Buy |
12,599
+534
| +4% | +$146K | 0.16% | 88 |
|
|
2020
Q3 | $3.16M | Sell |
12,065
-296
| -2% | -$77.5K | 0.17% | 80 |
|
|
2020
Q2 | $2.81M | Buy |
12,361
+1,616
| +15% | +$367K | 0.17% | 75 |
|
|
2020
Q1 | $1.79M | Buy |
10,745
+947
| +10% | +$158K | 0.13% | 84 |
|
|
2019
Q4 | $2.01M | Sell |
9,798
-365
| -4% | -$74.9K | 0.13% | 94 |
|
|
2019
Q3 | $1.81M | Sell |
10,163
-643
| -6% | -$115K | 0.13% | 89 |
|
|
2019
Q2 | $2.09M | Buy |
10,806
+299
| +3% | +$57.7K | 0.16% | 82 |
|
|
2019
Q1 | $1.75M | Buy |
10,507
+210
| +2% | +$35K | 0.14% | 88 |
|
|
2018
Q4 | $1.35M | Sell |
10,297
-2,411
| -19% | -$316K | 0.16% | 86 |
|
|
2018
Q3 | $2.09M | Sell |
12,708
-2,583
| -17% | -$425K | 0.21% | 75 |
|
|
2018
Q2 | $2.97M | Sell |
15,291
-624
| -4% | -$121K | 0.32% | 56 |
|
|
2018
Q1 | $2.54M | Sell |
15,915
-4,760
| -23% | -$761K | 0.27% | 68 |
|
|
2017
Q4 | $3.65M | Buy |
20,675
+11,134
| +117% | +$1.96M | 0.38% | 53 |
|
|
2017
Q3 | $1.63M | Buy |
9,541
+312
| +3% | +$53.3K | 0.19% | 83 |
|
|
2017
Q2 | $1.39M | Buy |
9,229
+289
| +3% | +$43.6K | 0.17% | 93 |
|
|
2017
Q1 | $1.27M | Sell |
8,940
-160
| -2% | -$22.7K | 0.16% | 93 |
|
|
2016
Q4 | $1.05M | Buy |
9,100
+96
| +1% | +$11K | 0.15% | 95 |
|
|
2016
Q3 | $1.16M | Buy |
9,004
+530
| +6% | +$68K | 0.22% | 74 |
|
|
2016
Q2 | $968K | Buy |
8,474
+1,675
| +25% | +$191K | 0.27% | 71 |
|
|
2016
Q1 | $776K | Buy |
6,799
+923
| +16% | +$105K | 0.25% | 76 |
|
|
2015
Q4 | $615K | Buy |
5,876
+52
| +0.9% | +$5.44K | 0.25% | 80 |
|
|
2015
Q3 | $524K | Sell |
5,824
-340
| -6% | -$30.6K | 0.23% | 83 |
|
|
2015
Q2 | $529K | Buy |
6,164
+1,594
| +35% | +$137K | 0.22% | 88 |
|
|
2015
Q1 | $376K | Buy |
4,570
+223
| +5% | +$18.3K | 0.17% | 110 |
|
|
2014
Q4 | $339K | Sell |
4,347
-1,056
| -20% | -$82.4K | 0.23% | 97 |
|
|
2014
Q3 | $427K | Sell |
5,403
-837
| -13% | -$66.1K | 0.3% | 82 |
|
|
2014
Q2 | $358K | Buy |
6,240
+835
| +15% | +$47.9K | 0.27% | 88 |
|
|
2014
Q1 | $326K | Buy |
5,405
+450
| +9% | +$27.1K | 0.27% | 98 |
|
|
2013
Q4 | $271K | Buy |
+4,955
| New | +$271K | 0.22% | 105 |
|