SimplyRich’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	$781K	Hold	1,059	–	–	0.22%	93
2025 Q1	$610K	Hold	1,059	–	–	0.18%	113
2024 Q4	$620K	Hold	1,059	–	–	0.18%	111
2024 Q3	$606K	Hold	1,059	–	–	0.17%	114
2024 Q2	$533K	Hold	1,059	–	–	0.17%	110
2024 Q1	$515K	Hold	1,059	–	–	0.17%	113
2023 Q4	$375K	Hold	1,059	–	–	0.13%	127
2023 Q3	$317K	Hold	1,059	–	–	0.15%	116
2023 Q2	$303K	Hold	1,059	–	–	0.11%	146
2023 Q1	$224K	Buy	+1,059	New	+$224K	0.08%	164
2022 Q4	–	Sell	-3,216	Closed	-$436K	–	171
2022 Q3	$436K	Hold	3,216	–	–	0.2%	104
2022 Q2	$518K	Hold	3,216	–	–	0.22%	100
2022 Q1	$715K	Hold	3,216	–	–	0.25%	93
2021 Q4	$1.08M	Hold	3,216	–	–	0.36%	73
2021 Q3	$1.09M	Hold	3,216	–	–	0.4%	66
2021 Q2	$1.12M	Hold	3,216	–	–	0.51%	58
2021 Q1	$947K	Hold	3,216	–	–	0.38%	73
2020 Q4	$878K	Hold	3,216	–	–	0.39%	63
2020 Q3	$842K	Hold	3,216	–	–	0.42%	61
2020 Q2	$710K	Hold	3,216	–	–	0.39%	67
2020 Q1	$534K	Sell	3,216 -1,453	-31%	-$241K	0.36%	74
2019 Q4	$954K	Buy	4,669 +245	+6%	+$50.1K	0.48%	54
2019 Q3	$783K	Buy	4,424 +57	+1%	+$10.1K	0.43%	67
2019 Q2	$843K	Buy	+4,367	New	+$843K	0.47%	59
2018 Q4	–	Sell	-3,334	Closed	-$548K	–	114
2018 Q3	$548K	Buy	3,334 +84	+3%	+$13.8K	0.3%	106
2018 Q2	$632K	Hold	3,250	–	–	0.36%	91
2018 Q1	$519K	Hold	3,250	–	–	0.29%	109
2017 Q4	$573K	Buy	+3,250	New	+$573K	0.32%	109