Summit Wealth 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 | $402K | Sell |
544
-57
| -9% | -$42.1K | 0.1% | 73 |
|
|
2025
Q1 | $346K | Sell |
601
-2
| -0.3% | -$1.15K | 0.1% | 74 |
|
|
2024
Q4 | $353K | Sell |
603
-4
| -0.7% | -$2.34K | 0.1% | 65 |
|
|
2024
Q3 | $347K | Hold |
607
| – | – | 0.1% | 66 |
|
|
2024
Q2 | $306K | Buy |
607
+16
| +3% | +$8.07K | 0.09% | 66 |
|
|
2024
Q1 | $287K | Buy |
591
+4
| +0.7% | +$1.94K | 0.2% | 32 |
|
|
2023
Q4 | $208K | Buy |
+587
| New | +$208K | 0.16% | 41 |
|
|
2023
Q2 | – | Sell |
-124,409
| Closed | -$1K | – | 186 |
|
|
2023
Q1 | $1K | Buy |
+124,409
| New | +$1K | 0.02% | 127 |
|
|
2022
Q1 | – | Sell |
-733
| Closed | -$247K | – | 33 |
|
|
2021
Q4 | $247K | Sell |
733
-161
| -18% | -$54.3K | 0.28% | 25 |
|
|
2021
Q3 | $303K | Buy |
894
+36
| +4% | +$12.2K | 0.48% | 32 |
|
|
2021
Q2 | $298K | Sell |
858
-36
| -4% | -$12.5K | 0.44% | 18 |
|
|
2021
Q1 | $263K | Sell |
894
-82
| -8% | -$24.1K | 0.42% | 12 |
|
|
2020
Q4 | $267K | Hold |
976
| – | – | 0.17% | 35 |
|
|
2020
Q3 | $256K | Sell |
976
-85
| -8% | -$22.3K | 0.22% | 27 |
|
|
2020
Q2 | $241K | Buy |
+1,061
| New | +$241K | 0.22% | 28 |
|