SFP
Shepherd Financial Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Sell |
11,347
-325
| -3% | -$240K | 0.89% | 31 |
|
|
2025
Q1 | $6.73M | Buy |
11,672
+298
| +3% | +$172K | 0.79% | 31 |
|
|
2024
Q4 | $6.66M | Buy |
11,374
+106
| +0.9% | +$62.1K | 0.8% | 22 |
|
|
2024
Q3 | $6.45M | Sell |
11,268
-445
| -4% | -$255K | 0.78% | 22 |
|
|
2024
Q2 | $5.91M | Buy |
11,713
+16
| +0.1% | +$8.07K | 0.76% | 22 |
|
|
2024
Q1 | $5.68M | Buy |
11,697
+806
| +7% | +$391K | 0.74% | 20 |
|
|
2023
Q4 | $3.85M | Buy |
10,891
+8
| +0.1% | +$2.83K | 0.55% | 28 |
|
|
2023
Q3 | $3.27M | Buy |
10,883
+3,569
| +49% | +$1.07M | 0.51% | 33 |
|
|
2023
Q2 | $2.1M | Buy |
7,314
+2,346
| +47% | +$673K | 0.33% | 57 |
|
|
2023
Q1 | $1.05M | Sell |
4,968
-970
| -16% | -$206K | 0.18% | 81 |
|
|
2022
Q4 | $715K | Sell |
5,938
-3,391
| -36% | -$408K | 0.13% | 98 |
|
|
2022
Q3 | $1.27M | Sell |
9,329
-98
| -1% | -$13.3K | 0.25% | 71 |
|
|
2022
Q2 | $1.52M | Sell |
9,427
-4,555
| -33% | -$734K | 0.3% | 61 |
|
|
2022
Q1 | $3.11M | Buy |
13,982
+2,297
| +20% | +$511K | 0.56% | 32 |
|
|
2021
Q4 | $3.93M | Buy |
11,685
+703
| +6% | +$236K | 0.68% | 24 |
|
|
2021
Q3 | $3.72M | Buy |
10,982
+36
| +0.3% | +$12.2K | 0.72% | 22 |
|
|
2021
Q2 | $3.81M | Sell |
10,946
-500
| -4% | -$174K | 0.72% | 23 |
|
|
2021
Q1 | $3.37M | Sell |
11,446
-1,750
| -13% | -$515K | 0.75% | 22 |
|
|
2020
Q4 | $3.6M | Buy |
13,196
+201
| +2% | +$54.9K | 0.82% | 22 |
|
|
2020
Q3 | $3.4M | Sell |
12,995
-80
| -0.6% | -$21K | 0.8% | 18 |
|
|
2020
Q2 | $2.97M | Sell |
13,075
-222
| -2% | -$50.4K | 0.81% | 20 |
|
|
2020
Q1 | $2.22M | Buy |
13,297
+120
| +0.9% | +$20K | 0.77% | 21 |
|
|
2019
Q4 | $2.7M | Buy |
13,177
+3
| +0% | +$615 | 0.63% | 30 |
|
|
2019
Q3 | $2.34M | Sell |
13,174
-196
| -1% | -$34.8K | 0.59% | 30 |
|
|
2019
Q2 | $2.58M | Sell |
13,370
-32
| -0.2% | -$6.18K | 0.48% | 28 |
|
|
2019
Q1 | $2.23M | Buy |
13,402
+1,631
| +14% | +$272K | 0.43% | 33 |
|
|
2018
Q4 | $1.55M | Sell |
11,771
-6,832
| -37% | -$897K | 0.34% | 38 |
|
|
2018
Q3 | $3.61M | Hold |
18,603
| – | – | 0.82% | 17 |
|
|
2018
Q2 | $3.67M | Buy |
18,603
+6,098
| +49% | +$1.2M | 0.83% | 17 |
|
|
2018
Q1 | $2M | Sell |
12,505
-927
| -7% | -$148K | 0.49% | 36 |
|
|
2017
Q4 | $2.37M | Sell |
13,432
-1,672
| -11% | -$295K | 0.56% | 29 |
|
|
2017
Q3 | $2.61M | Buy |
15,104
+238
| +2% | +$41.1K | 0.61% | 30 |
|
|
2017
Q2 | $2.28M | Buy |
14,866
+172
| +1% | +$26.4K | 0.56% | 35 |
|
|
2017
Q1 | $2.09M | Sell |
14,694
-365
| -2% | -$51.9K | 0.54% | 37 |
|
|
2016
Q4 | $1.76M | Buy |
+15,059
| New | +$1.76M | 0.5% | 41 |
|