Seven Post Investment Office’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 | – | Sell |
-1,030
| Closed | -$594K | – | 36 |
|
|
2025
Q1 | $594K | Hold |
1,030
| – | – | 0.23% | 25 |
|
|
2024
Q4 | $603K | Sell |
1,030
-1,807
| -64% | -$1.06M | 0.23% | 25 |
|
|
2024
Q3 | $1.62M | Buy |
2,837
+1
| +0% | +$572 | 0.25% | 28 |
|
|
2024
Q2 | $1.43M | Hold |
2,836
| – | – | 0.26% | 30 |
|
|
2024
Q1 | $1.38M | Buy |
2,836
+1
| +0% | +$486 | 0.34% | 29 |
|
|
2023
Q4 | $1M | Sell |
2,835
-200
| -7% | -$70.8K | 0.25% | 30 |
|
|
2023
Q3 | $911K | Hold |
3,035
| – | – | 0.25% | 29 |
|
|
2023
Q2 | $871K | Hold |
3,035
| – | – | 0.27% | 29 |
|
|
2023
Q1 | $643K | Hold |
3,035
| – | – | 0.23% | 29 |
|
|
2022
Q4 | $365K | Hold |
3,035
| – | – | 0.13% | 39 |
|
|
2022
Q3 | $412K | Hold |
3,035
| – | – | 0.16% | 33 |
|
|
2022
Q2 | $489K | Buy |
3,035
+1,030
| +51% | +$166K | 0.18% | 31 |
|
|
2022
Q1 | $446K | Hold |
2,005
| – | – | 0.14% | 35 |
|
|
2021
Q4 | $674K | Hold |
2,005
| – | – | 0.18% | 30 |
|
|
2021
Q3 | $680K | Hold |
2,005
| – | – | 0.21% | 26 |
|
|
2021
Q2 | $697K | Hold |
2,005
| – | – | 0.21% | 28 |
|
|
2021
Q1 | $591K | Sell |
2,005
-60
| -3% | -$17.7K | 0.21% | 24 |
|
|
2020
Q4 | $564K | Buy |
2,065
+60
| +3% | +$16.4K | 0.23% | 23 |
|
|
2020
Q3 | $525K | Hold |
2,005
| – | – | 0.21% | 23 |
|
|
2020
Q2 | $455K | Hold |
2,005
| – | – | 0.19% | 27 |
|
|
2020
Q1 | $334K | Buy |
2,005
+750
| +60% | +$125K | 0.18% | 29 |
|
|
2019
Q4 | $258K | Hold |
1,255
| – | – | 0.19% | 23 |
|
|
2019
Q3 | $223K | Hold |
1,255
| – | – | 0.16% | 22 |
|
|
2019
Q2 | $242K | Hold |
1,255
| – | – | 0.16% | 19 |
|
|
2019
Q1 | $209K | Buy |
+1,255
| New | +$209K | 0.15% | 19 |
|
|
2018
Q4 | – | Sell |
-1,255
| Closed | -$206K | – | 22 |
|
|
2018
Q3 | $206K | Buy |
+1,255
| New | +$206K | 0.17% | 16 |
|