Shufro Rose & Co’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 | $405K | Hold |
703
| – | – | 0.03% | 199 |
|
|
2025
Q1 | $405K | Sell |
703
-6
| -0.8% | -$3.46K | 0.03% | 202 |
|
|
2024
Q4 | $415K | Buy |
709
+6
| +0.9% | +$3.51K | 0.03% | 191 |
|
|
2024
Q3 | $354K | Hold |
703
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $354K | Hold |
703
| – | – | 0.03% | 217 |
|
|
2024
Q1 | $341K | Sell |
703
-188
| -21% | -$91.3K | 0.03% | 217 |
|
|
2023
Q4 | $267K | Hold |
891
| – | – | 0.03% | 229 |
|
|
2023
Q3 | $267K | Sell |
891
-73
| -8% | -$21.9K | 0.03% | 228 |
|
|
2023
Q2 | $277K | Hold |
964
| – | – | 0.03% | 233 |
|
|
2023
Q1 | $204K | Buy |
+964
| New | +$204K | 0.02% | 272 |
|
|
2022
Q4 | – | Sell |
-1,629
| Closed | -$221K | – | 345 |
|
|
2022
Q3 | $221K | Buy |
1,629
+95
| +6% | +$12.9K | 0.02% | 262 |
|
|
2022
Q2 | $247K | Sell |
1,534
-131
| -8% | -$21.1K | 0.02% | 247 |
|
|
2022
Q1 | $370K | Sell |
1,665
-69
| -4% | -$15.3K | 0.03% | 214 |
|
|
2021
Q4 | $583K | Hold |
1,734
| – | – | 0.04% | 169 |
|
|
2021
Q3 | $589K | Sell |
1,734
-556
| -24% | -$189K | 0.05% | 152 |
|
|
2021
Q2 | $796K | Sell |
2,290
-79
| -3% | -$27.5K | 0.06% | 128 |
|
|
2021
Q1 | $698K | Sell |
2,369
-642
| -21% | -$189K | 0.06% | 141 |
|
|
2020
Q4 | $822K | Buy |
3,011
+556
| +23% | +$152K | 0.07% | 125 |
|
|
2020
Q3 | $643K | Hold |
2,455
| – | – | 0.06% | 132 |
|
|
2020
Q2 | $557K | Sell |
2,455
-99
| -4% | -$22.5K | 0.06% | 139 |
|
|
2020
Q1 | $426K | Sell |
2,554
-45
| -2% | -$7.51K | 0.05% | 156 |
|
|
2019
Q4 | $533K | Buy |
2,599
+350
| +16% | +$71.8K | 0.05% | 158 |
|
|
2019
Q3 | $401K | Buy |
2,249
+1,200
| +114% | +$214K | 0.04% | 181 |
|
|
2019
Q2 | $202K | Buy |
+1,049
| New | +$202K | 0.02% | 265 |
|
|
2016
Q3 | – | Sell |
-94,700
| Closed | -$10.8M | – | 270 |
|
|
2016
Q2 | $10.8M | Sell |
94,700
-500
| -0.5% | -$57.1K | 1.2% | 25 |
|
|
2016
Q1 | $10.9M | Buy |
95,200
+900
| +1% | +$103K | 1.21% | 26 |
|
|
2015
Q4 | $9.87M | Buy |
+94,300
| New | +$9.87M | 1.13% | 30 |
|