Strategic Wealth Partners’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 | $6.52M | Buy |
+8,828
| New | +$6.52M | 0.51% | 64 |
|
|
2024
Q4 | $3.95M | Buy |
5,426
+2,678
| +97% | +$1.95M | 0.33% | 85 |
|
|
2024
Q3 | $1.57M | Buy |
2,748
+11
| +0.4% | +$6.3K | 0.15% | 112 |
|
|
2024
Q2 | $1.38M | Sell |
2,737
-139
| -5% | -$70.1K | 0.14% | 114 |
|
|
2024
Q1 | $1.4M | Buy |
2,876
+106
| +4% | +$51.5K | 0.15% | 110 |
|
|
2023
Q4 | $980K | Sell |
2,770
-275
| -9% | -$97.3K | 0.12% | 128 |
|
|
2023
Q3 | $914K | Buy |
3,045
+27
| +0.9% | +$8.11K | 0.12% | 161 |
|
|
2023
Q2 | $866K | Sell |
3,018
-155
| -5% | -$44.5K | 0.11% | 160 |
|
|
2023
Q1 | $672K | Sell |
3,173
-655
| -17% | -$139K | 0.1% | 151 |
|
|
2022
Q4 | $461K | Sell |
3,828
-268
| -7% | -$32.3K | 0.09% | 177 |
|
|
2022
Q3 | $556K | Buy |
4,096
+40
| +1% | +$5.43K | 0.12% | 167 |
|
|
2022
Q2 | $654K | Sell |
4,056
-8,084
| -67% | -$1.3M | 0.14% | 144 |
|
|
2022
Q1 | $2.7M | Sell |
12,140
-1,730
| -12% | -$385K | 0.53% | 59 |
|
|
2021
Q4 | $4.67M | Buy |
13,870
+4,676
| +51% | +$1.57M | 0.88% | 26 |
|
|
2021
Q3 | $3.12M | Buy |
9,194
+2,443
| +36% | +$829K | 0.92% | 22 |
|
|
2021
Q2 | $2.35M | Buy |
6,751
+233
| +4% | +$81K | 0.77% | 31 |
|
|
2021
Q1 | $1.92M | Buy |
6,518
+1,353
| +26% | +$399K | 0.77% | 29 |
|
|
2020
Q4 | $1.41M | Buy |
5,165
+878
| +20% | +$240K | 0.59% | 42 |
|
|
2020
Q3 | $1.12M | Buy |
4,287
+593
| +16% | +$155K | 0.57% | 52 |
|
|
2020
Q2 | $839K | Buy |
3,694
+554
| +18% | +$126K | 0.43% | 70 |
|
|
2020
Q1 | $645K | Hold |
3,140
| – | – | 0.34% | 85 |
|
|
2019
Q4 | $645K | Sell |
3,140
-1,044
| -25% | -$214K | 0.34% | 85 |
|
|
2019
Q3 | $186K | Buy |
4,184
+763
| +22% | +$34K | 0.96% | 33 |
|
|
2019
Q2 | $660K | Sell |
3,421
-1,000
| -23% | -$193K | 0.32% | 82 |
|
|
2019
Q1 | $746K | Buy |
4,421
+493
| +13% | +$83.2K | 0.34% | 84 |
|
|
2018
Q4 | $572K | Sell |
3,928
-406
| -9% | -$59.1K | 0.29% | 88 |
|
|
2018
Q3 | $713K | Sell |
4,334
-548
| -11% | -$90.2K | 0.38% | 78 |
|
|
2018
Q2 | $180K | Sell |
4,882
-1,811
| -27% | -$66.8K | 0.1% | 148 |
|
|
2018
Q1 | $1.07M | Buy |
6,693
+569
| +9% | +$91K | 0.55% | 58 |
|
|
2017
Q4 | $1.1M | Buy |
+6,124
| New | +$1.1M | 0.61% | 51 |
|