Transform Wealth’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
Q1 | $15.3M | Buy |
26,548
+483
| +2% | +$278K | 0.93% | 28 |
|
|
2024
Q4 | $15.3M | Buy |
26,065
+4,647
| +22% | +$2.72M | 0.85% | 28 |
|
|
2024
Q3 | $12.3M | Buy |
21,418
+9,194
| +75% | +$5.26M | 0.81% | 26 |
|
|
2024
Q2 | $6.16M | Buy |
12,224
+949
| +8% | +$479K | 0.46% | 59 |
|
|
2024
Q1 | $5.47M | Buy |
+11,275
| New | +$5.47M | 0.52% | 64 |
|
|
2023
Q3 | – | Sell |
-708
| Closed | -$203K | – | 254 |
|
|
2023
Q2 | $203K | Buy |
+708
| New | +$203K | 0.02% | 249 |
|
|
2022
Q4 | – | Sell |
-3,580
| Closed | -$486K | – | 225 |
|
|
2022
Q3 | $486K | Sell |
3,580
-23,087
| -87% | -$3.13M | 0.06% | 123 |
|
|
2022
Q2 | $4.3M | Sell |
26,667
-4,339
| -14% | -$700K | 0.64% | 54 |
|
|
2022
Q1 | $6.89M | Buy |
31,006
+1,746
| +6% | +$388K | 0.77% | 44 |
|
|
2021
Q4 | $9.84M | Sell |
29,260
-154
| -0.5% | -$51.8K | 1.03% | 30 |
|
|
2021
Q3 | $9.98M | Buy |
29,414
+606
| +2% | +$206K | 1.14% | 23 |
|
|
2021
Q2 | $10M | Buy |
28,808
+10,433
| +57% | +$3.63M | 1.22% | 20 |
|
|
2021
Q1 | $5.41M | Sell |
18,375
-1,328
| -7% | -$391K | 1.09% | 27 |
|
|
2020
Q4 | $5.38M | Sell |
19,703
-11,212
| -36% | -$3.06M | 1.13% | 25 |
|
|
2020
Q3 | $8.1M | Buy |
30,915
+624
| +2% | +$163K | 1.31% | 19 |
|
|
2020
Q2 | $6.88M | Sell |
30,291
-175
| -0.6% | -$39.7K | 1.18% | 22 |
|
|
2020
Q1 | $5.08M | Buy |
30,466
+1,807
| +6% | +$301K | 1.08% | 26 |
|
|
2019
Q4 | $5.88M | Buy |
28,659
+161
| +0.6% | +$33K | 0.93% | 33 |
|
|
2019
Q3 | $5.08M | Buy |
28,498
+2,399
| +9% | +$427K | 0.9% | 39 |
|
|
2019
Q2 | $5.04M | Buy |
26,099
+5,842
| +29% | +$1.13M | 0.74% | 46 |
|
|
2019
Q1 | $3.38M | Sell |
20,257
-9,951
| -33% | -$1.66M | 0.63% | 66 |
|
|
2018
Q4 | $3.96M | Sell |
30,208
-1,689
| -5% | -$221K | 0.81% | 52 |
|
|
2018
Q3 | $5.25M | Sell |
31,897
-4,699
| -13% | -$773K | 0.91% | 40 |
|
|
2018
Q2 | $7.11M | Buy |
36,596
+14,564
| +66% | +$2.83M | 1.29% | 19 |
|
|
2018
Q1 | $3.52M | Buy |
22,032
+4,383
| +25% | +$700K | 0.67% | 52 |
|
|
2017
Q4 | $3.12M | Buy |
17,649
+1,180
| +7% | +$208K | 0.57% | 57 |
|
|
2017
Q3 | $2.81M | Buy |
16,469
+335
| +2% | +$57.2K | 0.98% | 24 |
|
|
2017
Q2 | $2.44M | Buy |
16,134
+543
| +3% | +$82K | 2.75% | 10 |
|
|
2017
Q1 | $2.22M | Sell |
15,591
-1,510
| -9% | -$215K | 0.83% | 26 |
|
|
2016
Q4 | $1.97M | Buy |
17,101
+964
| +6% | +$111K | 0.78% | 29 |
|
|
2016
Q3 | $2.07M | Sell |
16,137
-504
| -3% | -$64.7K | 0.89% | 25 |
|
|
2016
Q2 | $1.9M | Buy |
+16,641
| New | +$1.9M | 0.8% | 26 |
|