Synergy Financial 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 | $5.2M | Buy |
7,041
+363
| +5% | +$268K | 3.83% | 6 |
|
|
2025
Q1 | $3.85M | Buy |
6,678
+280
| +4% | +$161K | 3.46% | 7 |
|
|
2024
Q4 | $3.75M | Sell |
6,398
-197
| -3% | -$115K | 3.12% | 9 |
|
|
2024
Q3 | $3.78M | Buy |
6,595
+107
| +2% | +$61.3K | 3.58% | 8 |
|
|
2024
Q2 | $3.27M | Buy |
6,488
+251
| +4% | +$127K | 3.43% | 9 |
|
|
2024
Q1 | $3.03M | Sell |
6,237
-546
| -8% | -$265K | 3.41% | 8 |
|
|
2023
Q4 | $2.4M | Sell |
6,783
-412
| -6% | -$146K | 2.94% | 10 |
|
|
2023
Q3 | $2.16M | Sell |
7,195
-56
| -0.8% | -$16.8K | 3.02% | 8 |
|
|
2023
Q2 | $2.08M | Sell |
7,251
-268
| -4% | -$76.9K | 2.81% | 8 |
|
|
2023
Q1 | $1.59M | Sell |
7,519
-542
| -7% | -$115K | 2.59% | 11 |
|
|
2022
Q4 | $970K | Sell |
8,061
-2,204
| -21% | -$265K | 1.92% | 15 |
|
|
2022
Q3 | $1.39M | Buy |
10,265
+656
| +7% | +$89K | 2.09% | 11 |
|
|
2022
Q2 | $1.55M | Buy |
9,609
+5
| +0.1% | +$806 | 2.43% | 8 |
|
|
2022
Q1 | $2.14M | Buy |
9,604
+1,041
| +12% | +$232K | 2.24% | 11 |
|
|
2021
Q4 | $2.88M | Buy |
+8,563
| New | +$2.88M | 2.58% | 9 |
|