Symphony Financial’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.25M | Buy |
9,396
+892
| +10% | +$572K | 0.7% | 43 |
|
|
2025
Q4 | $5.66M | Sell |
8,504
-2,493
| -23% | -$1.66M | 0.76% | 38 |
|
|
2025
Q3 | $8.02M | Sell |
10,997
-9,018
| -45% | -$6.71M | 0.98% | 28 |
|
|
2025
Q2 | $7.78M | Buy |
20,015
+16,135
| +416% | +$9.97M | 1.02% | 26 |
|
|
2025
Q1 | $1.94M | Sell |
3,880
-4,242
| -52% | -$2.74M | 1.15% | 23 |
|
|
2024
Q4 | $5.04M | Buy |
8,122
+2,420
| +42% | +$1.42M | 0.79% | 35 |
|
|
2024
Q3 | $3.25M | Buy |
5,702
+714
| +14% | +$367K | 0.54% | 47 |
|
|
2024
Q2 | $2.55M | Buy |
4,988
+2,774
| +125% | +$1.35M | 0.47% | 54 |
|
|
2024
Q1 | $1.07M | Sell |
2,214
-2,199
| -50% | -$981K | 0.25% | 77 |
|
|
2023
Q4 | $1.6M | Buy |
4,413
+3,289
| +293% | +$1.07M | 0.34% | 70 |
|
|
2023
Q3 | $344K | Buy |
1,124
+271
| +32% | +$81.7K | 0.08% | 122 |
|
|
2023
Q2 | $241K | Buy |
+853
| New | +$210K | 0.06% | 169 |
|
|
2022
Q4 | – | Sell |
-6,289
| Closed | -$858K | – | 202 |
|
|
2022
Q3 | $858K | Buy |
6,289
+499
| +9% | +$80.9K | 0.28% | 81 |
|
|
2022
Q2 | $949K | Buy |
5,790
+202
| +4% | +$39K | 0.28% | 75 |
|
|
2022
Q1 | $1.24M | Buy |
5,588
+1,849
| +49% | +$462K | 0.29% | 69 |
|
|
2021
Q4 | $1.27M | Buy |
3,739
+1,120
| +43% | +$372K | 0.35% | 60 |
|
|
2021
Q3 | $889K | Buy |
2,619
+1,589
| +154% | +$572K | 0.31% | 58 |
|
|
2021
Q2 | $358K | Sell |
1,030
-16
| -2% | -$5.13K | 0.12% | 125 |
|
|
2021
Q1 | $320K | Sell |
1,046
-441
| -30% | -$119K | 0.09% | 146 |
|
|
2020
Q4 | $400K | Buy |
1,487
+104
| +8% | +$28.5K | 0.14% | 107 |
|
|
2020
Q3 | $362K | Buy |
1,383
+239
| +21% | +$61.6K | 0.15% | 98 |
|
|
2020
Q2 | $260K | Buy |
+1,144
| New | +$239K | 0.13% | 119 |
|
Other funds holding META
VCM
VPM