SPIA
Steward Partners Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $185M | Buy |
250,166
+12,571
| +5% | +$9.28M | 1.44% | 8 |
|
2025
Q1 | $137M | Buy |
237,595
+72,562
| +44% | +$41.8M | 1.21% | 9 |
|
2024
Q4 | $96.6M | Buy |
165,033
+9,092
| +6% | +$5.32M | 0.86% | 14 |
|
2024
Q3 | $89.3M | Buy |
155,941
+13,324
| +9% | +$7.63M | 0.82% | 14 |
|
2024
Q2 | $71.9M | Buy |
142,617
+6,469
| +5% | +$3.26M | 0.76% | 19 |
|
2024
Q1 | $66.1M | Buy |
136,148
+35,744
| +36% | +$17.4M | 0.73% | 17 |
|
2023
Q4 | $35.5M | Buy |
100,404
+18,421
| +22% | +$6.52M | 0.48% | 38 |
|
2023
Q3 | $24.6M | Buy |
81,983
+2,558
| +3% | +$768K | 0.38% | 55 |
|
2023
Q2 | $22.8M | Buy |
79,425
+3,435
| +5% | +$986K | 0.34% | 61 |
|
2023
Q1 | $16.1M | Buy |
75,990
+9,490
| +14% | +$2.01M | 0.26% | 89 |
|
2022
Q4 | $8M | Sell |
66,500
-25,264
| -28% | -$3.04M | 0.14% | 175 |
|
2022
Q3 | $12.5M | Sell |
91,764
-3,186
| -3% | -$432K | 0.23% | 102 |
|
2022
Q2 | $15.3M | Sell |
94,950
-51,786
| -35% | -$8.35M | 0.28% | 83 |
|
2022
Q1 | $32.6M | Sell |
146,736
-11,123
| -7% | -$2.47M | 0.51% | 35 |
|
2021
Q4 | $53.1M | Buy |
157,859
+16,062
| +11% | +$5.4M | 0.81% | 16 |
|
2021
Q3 | $48.1M | Buy |
141,797
+11,884
| +9% | +$4.03M | 0.83% | 14 |
|
2021
Q2 | $45.2M | Sell |
129,913
-12,009
| -8% | -$4.18M | 0.76% | 15 |
|
2021
Q1 | $41.8M | Buy |
141,922
+15,064
| +12% | +$4.44M | 0.73% | 16 |
|
2020
Q4 | $34.7M | Sell |
126,858
-24,848
| -16% | -$6.79M | 0.75% | 18 |
|
2020
Q3 | $39.7M | Buy |
151,706
+8,737
| +6% | +$2.29M | 1% | 12 |
|
2020
Q2 | $32.5M | Buy |
142,969
+5,366
| +4% | +$1.22M | 0.92% | 12 |
|
2020
Q1 | $23M | Buy |
137,603
+12,195
| +10% | +$2.03M | 0.84% | 18 |
|
2019
Q4 | $25.7M | Buy |
125,408
+22
| +0% | +$4.52K | 0.76% | 23 |
|
2019
Q3 | $22.3M | Buy |
125,386
+7,185
| +6% | +$1.28M | 0.75% | 25 |
|
2019
Q2 | $22.8M | Sell |
118,201
-11,734
| -9% | -$2.26M | 0.84% | 21 |
|
2019
Q1 | $21.7M | Buy |
129,935
+592
| +0.5% | +$98.7K | 0.92% | 22 |
|
2018
Q4 | $17M | Sell |
129,343
-1,438
| -1% | -$189K | 0.83% | 26 |
|
2018
Q3 | $21.5M | Buy |
130,781
+18,594
| +17% | +$3.06M | 1.03% | 15 |
|
2018
Q2 | $21.8M | Buy |
112,187
+6,104
| +6% | +$1.19M | 1.3% | 10 |
|
2018
Q1 | $17M | Sell |
106,083
-51,827
| -33% | -$8.28M | 1.16% | 13 |
|
2017
Q4 | $27.9M | Buy |
157,910
+24,688
| +19% | +$4.36M | 2.13% | 3 |
|
2017
Q3 | $22.8M | Buy |
133,222
+7,556
| +6% | +$1.29M | 2.32% | 3 |
|
2017
Q2 | $19M | Buy |
125,666
+19,817
| +19% | +$2.99M | 2.13% | 4 |
|
2017
Q1 | $15M | Buy |
105,849
+98,874
| +1,418% | +$14M | 2.27% | 5 |
|
2016
Q4 | $802K | Buy |
+6,975
| New | +$802K | 0.37% | 60 |
|