Ulland Investment Advisors’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 | $8.58M | Sell |
11,627
-982
| -8% | -$725K | 6.55% | 3 |
|
|
2025
Q1 | $7.27M | Sell |
12,609
-1,242
| -9% | -$716K | 6.08% | 3 |
|
|
2024
Q4 | $8.11M | Buy |
13,851
+397
| +3% | +$232K | 5.17% | 7 |
|
|
2024
Q3 | $7.7M | Sell |
13,454
-738
| -5% | -$422K | 5.64% | 6 |
|
|
2024
Q2 | $7.16M | Buy |
14,192
+74
| +0.5% | +$37.3K | 4.97% | 6 |
|
|
2024
Q1 | $6.86M | Buy |
14,118
+46
| +0.3% | +$22.3K | 5.47% | 5 |
|
|
2023
Q4 | $4.98M | Buy |
14,072
+45
| +0.3% | +$15.9K | 5.02% | 6 |
|
|
2023
Q3 | $4.21M | Buy |
14,027
+185
| +1% | +$55.5K | 4.63% | 6 |
|
|
2023
Q2 | $3.97M | Buy |
13,842
+170
| +1% | +$48.8K | 4.08% | 7 |
|
|
2023
Q1 | $2.9M | Sell |
13,672
-1,375
| -9% | -$291K | 3.41% | 9 |
|
|
2022
Q4 | $1.81M | Sell |
15,047
-2,338
| -13% | -$281K | 2.16% | 16 |
|
|
2022
Q3 | $2.36M | Sell |
17,385
-610
| -3% | -$82.8K | 2.58% | 13 |
|
|
2022
Q2 | $2.9M | Sell |
17,995
-382
| -2% | -$61.6K | 2.97% | 11 |
|
|
2022
Q1 | $4.09M | Sell |
18,377
-1,822
| -9% | -$405K | 3.06% | 9 |
|
|
2021
Q4 | $6.79M | Buy |
+20,199
| New | +$6.79M | 4.33% | 7 |
|