Trevian Wealth Management’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 | $1.19M | Hold |
1,616
| – | – | 0.73% | 16 |
|
|
2025
Q1 | $931K | Sell |
1,616
-21
| -1% | -$12.1K | 0.66% | 14 |
|
|
2024
Q4 | $958K | Hold |
1,637
| – | – | 0.71% | 14 |
|
|
2024
Q3 | $937K | Hold |
1,637
| – | – | 0.77% | 15 |
|
|
2024
Q2 | $825K | Hold |
1,637
| – | – | 4.11% | 6 |
|
|
2024
Q1 | $795K | Sell |
1,637
-15
| -0.9% | -$7.29K | 0.54% | 17 |
|
|
2023
Q4 | $585K | Buy |
1,652
+13
| +0.8% | +$4.6K | 0.46% | 17 |
|
|
2023
Q3 | $492K | Buy |
1,639
+14
| +0.9% | +$4.2K | 0.45% | 17 |
|
|
2023
Q2 | $466K | Buy |
1,625
+19
| +1% | +$5.45K | 3.72% | 4 |
|
|
2023
Q1 | $340K | Sell |
1,606
-297
| -16% | -$62.9K | 0.32% | 22 |
|
|
2022
Q4 | $229K | Sell |
1,903
-766
| -29% | -$92.2K | 0.25% | 29 |
|
|
2022
Q3 | $362K | Hold |
2,669
| – | – | 0.41% | 20 |
|
|
2022
Q2 | $430K | Buy |
2,669
+197
| +8% | +$31.7K | 0.47% | 20 |
|
|
2022
Q1 | $550K | Sell |
2,472
-2,016
| -45% | -$449K | 0.53% | 19 |
|
|
2021
Q4 | $1.51M | Buy |
+4,488
| New | +$1.51M | 1.45% | 12 |
|