Strategic Wealth Investment Group’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 | $2.3M | Buy |
3,116
+279
| +10% | +$206K | 3.33% | 5 |
|
|
2025
Q1 | $1.64M | Sell |
2,837
-41,082
| -94% | -$23.7M | 2.85% | 7 |
|
|
2024
Q4 | $25.7M | Buy |
43,919
+649
| +1% | +$380K | 2.84% | 11 |
|
|
2024
Q3 | $24.9M | Buy |
43,270
+9,290
| +27% | +$5.36M | 2.67% | 9 |
|
|
2024
Q2 | $17.1M | Buy |
+33,980
| New | +$17.1M | 2.17% | 12 |
|
|
2023
Q4 | $15.9M | Buy |
44,796
+3,016
| +7% | +$1.07M | 2.38% | 12 |
|
|
2023
Q3 | $12.5M | Buy |
41,780
+2,899
| +7% | +$870K | 2.27% | 13 |
|
|
2023
Q2 | $11.2M | Sell |
38,881
-6,907
| -15% | -$1.98M | 1.77% | 17 |
|
|
2023
Q1 | $9.7M | Buy |
45,788
+6,848
| +18% | +$1.45M | 1.8% | 17 |
|
|
2022
Q4 | $5.18M | Buy |
38,940
+11,428
| +42% | +$1.52M | 1.2% | 27 |
|
|
2022
Q3 | $3.73M | Buy |
27,512
+3,336
| +14% | +$453K | 1.07% | 27 |
|
|
2022
Q2 | $3.9M | Buy |
24,176
+2,391
| +11% | +$386K | 0.98% | 32 |
|
|
2022
Q1 | $4.84M | Buy |
21,785
+4,552
| +26% | +$1.01M | 1.16% | 27 |
|
|
2021
Q4 | $5.8M | Buy |
17,233
+2,040
| +13% | +$686K | 1.51% | 16 |
|
|
2021
Q3 | $5.13M | Buy |
15,193
+2,692
| +22% | +$908K | 1.53% | 15 |
|
|
2021
Q2 | $4.35M | Buy |
12,501
+3,161
| +34% | +$1.1M | 1.54% | 15 |
|
|
2021
Q1 | $2.75M | Buy |
9,340
+2,187
| +31% | +$644K | 1.32% | 17 |
|
|
2020
Q4 | $1.95M | Buy |
7,153
+498
| +7% | +$136K | 1.14% | 20 |
|
|
2020
Q3 | $1.74M | Buy |
6,655
+685
| +11% | +$179K | 1.31% | 19 |
|
|
2020
Q2 | $1.36M | Sell |
5,970
-407
| -6% | -$92.4K | 1.33% | 22 |
|
|
2020
Q1 | $1.06M | Buy |
6,377
+324
| +5% | +$54.1K | 1.73% | 18 |
|
|
2019
Q4 | $1.24M | Buy |
+6,053
| New | +$1.24M | 1.29% | 21 |
|