Smith Salley 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 | $56.6M | Buy |
76,745
+2,465
| +3% | +$1.82M | 3.28% | 5 |
|
|
2025
Q1 | $42.8M | Sell |
74,280
-6,735
| -8% | -$3.88M | 2.81% | 6 |
|
|
2024
Q4 | $47.4M | Buy |
81,015
+3,233
| +4% | +$1.89M | 3.05% | 6 |
|
|
2024
Q3 | $44.5M | Buy |
77,782
+2,522
| +3% | +$1.44M | 2.91% | 6 |
|
|
2024
Q2 | $37.9M | Buy |
75,260
+5,227
| +7% | +$2.64M | 2.72% | 7 |
|
|
2024
Q1 | $34M | Sell |
70,033
-22,904
| -25% | -$11.1M | 2.64% | 7 |
|
|
2023
Q4 | $32.9M | Buy |
92,937
+3,437
| +4% | +$1.22M | 2.13% | 9 |
|
|
2023
Q3 | $26.9M | Buy |
89,500
+4,461
| +5% | +$1.34M | 1.99% | 12 |
|
|
2023
Q2 | $24.4M | Buy |
85,039
+2,441
| +3% | +$701K | 1.8% | 15 |
|
|
2023
Q1 | $17.5M | Buy |
82,598
+6,738
| +9% | +$1.43M | 1.39% | 24 |
|
|
2022
Q4 | $9.13M | Buy |
75,860
+36,488
| +93% | +$4.39M | 0.78% | 44 |
|
|
2022
Q3 | $5.34M | Buy |
39,372
+882
| +2% | +$120K | 0.5% | 53 |
|
|
2022
Q2 | $6.21M | Buy |
38,490
+625
| +2% | +$101K | 0.54% | 54 |
|
|
2022
Q1 | $8.42M | Buy |
37,865
+1,488
| +4% | +$331K | 0.64% | 46 |
|
|
2021
Q4 | $12.2M | Buy |
36,377
+34,719
| +2,094% | +$11.7M | 0.87% | 39 |
|
|
2021
Q3 | $562K | Sell |
1,658
-34
| -2% | -$11.5K | 0.04% | 179 |
|
|
2021
Q2 | $588K | Buy |
1,692
+92
| +6% | +$32K | 0.05% | 175 |
|
|
2021
Q1 | $471K | Buy |
1,600
+777
| +94% | +$229K | 0.04% | 174 |
|
|
2020
Q4 | $225K | Buy |
+823
| New | +$225K | 0.02% | 204 |
|
|
2020
Q3 | – | Sell |
-1,088
| Closed | -$247K | – | 193 |
|
|
2020
Q2 | $247K | Buy |
+1,088
| New | +$247K | 0.03% | 171 |
|
|
2020
Q1 | – | Sell |
-1,220
| Closed | -$250K | – | 197 |
|
|
2019
Q4 | $250K | Buy |
+1,220
| New | +$250K | 0.03% | 179 |
|
|
2018
Q4 | – | Sell |
-1,236
| Closed | -$203K | – | 180 |
|
|
2018
Q3 | $203K | Buy |
1,236
+127
| +11% | +$20.9K | 0.03% | 183 |
|
|
2018
Q2 | $216K | Buy |
+1,109
| New | +$216K | 0.04% | 173 |
|