Sterling Financial Planning’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
$776K Sell
1,052
-11
-1% -$8.12K 0.26% 55
2025
Q1
$612K Buy
1,063
+11
+1% +$6.34K 0.22% 61
2024
Q4
$616K Sell
1,052
-525
-33% -$307K 0.23% 58
2024
Q3
$903K Buy
1,577
+20
+1% +$11.5K 0.33% 53
2024
Q2
$785K Hold
1,557
0.32% 54
2024
Q1
$756K Sell
1,557
-80
-5% -$38.9K 0.31% 55
2023
Q4
$579K Sell
1,637
-93
-5% -$32.9K 0.25% 61
2023
Q3
$519K Hold
1,730
0.27% 57
2023
Q2
$496K Hold
1,730
0.25% 62
2023
Q1
$367K Hold
1,730
0.2% 71
2022
Q4
$208K Sell
1,730
-25
-1% -$3.01K 0.12% 89
2022
Q3
$238K Buy
1,755
+45
+3% +$6.1K 0.17% 80
2022
Q2
$276K Sell
1,710
-38
-2% -$6.13K 0.19% 75
2022
Q1
$389K Sell
1,748
-139
-7% -$30.9K 0.24% 59
2021
Q4
$635K Hold
1,887
0.4% 45
2021
Q3
$640K Sell
1,887
-477
-20% -$162K 0.41% 41
2021
Q2
$822K Hold
2,364
0.53% 35
2021
Q1
$696K Sell
2,364
-102
-4% -$30K 0.5% 37
2020
Q4
$674K Buy
+2,466
New +$674K 0.54% 33