Smith & Howard Wealth Management’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 | $444K | Sell |
601
-100
| -14% | -$73.8K | 0.11% | 49 |
|
|
2025
Q1 | $404K | Sell |
701
-31
| -4% | -$17.9K | 0.11% | 51 |
|
|
2024
Q4 | $429K | Sell |
732
-100
| -12% | -$58.6K | 0.12% | 52 |
|
|
2024
Q3 | $476K | Sell |
832
-100
| -11% | -$57.2K | 0.13% | 51 |
|
|
2024
Q2 | $470K | Sell |
932
-2
| -0.2% | -$1.01K | 0.14% | 51 |
|
|
2024
Q1 | $454K | Hold |
934
| – | – | 0.14% | 50 |
|
|
2023
Q4 | $331K | Hold |
934
| – | – | 0.12% | 53 |
|
|
2023
Q3 | $280K | Hold |
934
| – | – | 0.1% | 58 |
|
|
2023
Q2 | $268K | Sell |
934
-46
| -5% | -$13.2K | 0.09% | 61 |
|
|
2023
Q1 | $208K | Buy |
+980
| New | +$208K | 0.07% | 68 |
|
|
2022
Q3 | – | Sell |
-1,294
| Closed | -$209K | – | 71 |
|
|
2022
Q2 | $209K | Buy |
1,294
+257
| +25% | +$41.5K | 0.09% | 65 |
|
|
2022
Q1 | $231K | Hold |
1,037
| – | – | 0.1% | 62 |
|
|
2021
Q4 | $349K | Hold |
1,037
| – | – | 0.16% | 52 |
|
|
2021
Q3 | $352K | Hold |
1,037
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $361K | Hold |
1,037
| – | – | 0.17% | 46 |
|
|
2021
Q1 | $305K | Hold |
1,037
| – | – | 0.15% | 46 |
|
|
2020
Q4 | $283K | Hold |
1,037
| – | – | 0.15% | 48 |
|
|
2020
Q3 | $272K | Buy |
1,037
+14
| +1% | +$3.67K | 0.16% | 50 |
|
|
2020
Q2 | $232K | Sell |
1,023
-269
| -21% | -$61K | 0.14% | 62 |
|
|
2020
Q1 | $216K | Sell |
1,292
-20
| -2% | -$3.34K | 0.14% | 61 |
|
|
2019
Q4 | $269K | Buy |
+1,312
| New | +$269K | 0.09% | 68 |
|
|
2017
Q3 | – | Sell |
-2,337
| Closed | -$353K | – | 54 |
|
|
2017
Q2 | $353K | Buy |
2,337
+732
| +46% | +$111K | 0.17% | 36 |
|
|
2017
Q1 | $228K | Buy |
+1,605
| New | +$228K | 0.11% | 45 |
|
|
2015
Q3 | – | Sell |
-3,165
| Closed | -$271K | – | 75 |
|
|
2015
Q2 | $271K | Hold |
3,165
| – | – | 0.12% | 54 |
|
|
2015
Q1 | $260K | Buy |
+3,165
| New | +$260K | 0.11% | 59 |
|
|
2014
Q1 | – | Sell |
-25
| Closed | -$1K | – | 151 |
|
|
2013
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 241 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 248 |
|