SFS
Summit Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
701
+46
| +7% | +$34K | 0.05% | 86 |
|
|
2025
Q1 | $378K | Buy |
655
+72
| +12% | +$41.5K | 0.04% | 99 |
|
|
2024
Q4 | $342K | Buy |
583
+15
| +3% | +$8.79K | 0.04% | 107 |
|
|
2024
Q3 | $325K | Buy |
568
+157
| +38% | +$89.9K | 0.04% | 112 |
|
|
2024
Q2 | $207K | Sell |
411
-265
| -39% | -$134K | 0.03% | 138 |
|
|
2024
Q1 | $328K | Buy |
676
+11
| +2% | +$5.34K | 0.05% | 106 |
|
|
2023
Q4 | $235K | Buy |
+665
| New | +$235K | 0.04% | 124 |
|
|
2022
Q1 | – | Sell |
-972
| Closed | -$327K | – | 127 |
|
|
2021
Q4 | $327K | Buy |
972
+16
| +2% | +$5.38K | 0.06% | 86 |
|
|
2021
Q3 | $324K | Buy |
956
+28
| +3% | +$9.49K | 0.06% | 84 |
|
|
2021
Q2 | $323K | Sell |
928
-86
| -8% | -$29.9K | 0.06% | 85 |
|
|
2021
Q1 | $299K | Buy |
1,014
+268
| +36% | +$79K | 0.11% | 53 |
|
|
2020
Q4 | $204K | Sell |
746
-335
| -31% | -$91.6K | 0.07% | 80 |
|
|
2020
Q3 | $283K | Sell |
1,081
-19
| -2% | -$4.97K | 0.12% | 63 |
|
|
2020
Q2 | $250K | Buy |
+1,100
| New | +$250K | 0.11% | 63 |
|
|
2018
Q3 | – | Sell |
-1,641
| Closed | -$319K | – | 62 |
|
|
2018
Q2 | $319K | Buy |
1,641
+388
| +31% | +$75.4K | 0.16% | 33 |
|
|
2018
Q1 | $200K | Sell |
1,253
-78
| -6% | -$12.5K | 0.1% | 52 |
|
|
2017
Q4 | $235K | Buy |
1,331
+5
| +0.4% | +$883 | 0.12% | 49 |
|
|
2017
Q3 | $227K | Buy |
+1,326
| New | +$227K | 0.13% | 45 |
|