Ullmann Wealth Partners 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 | $1.77M | Buy |
2,396
+146
| +6% | +$108K | 0.21% | 51 |
|
|
2025
Q1 | $1.3M | Buy |
2,250
+98
| +5% | +$56.5K | 0.17% | 53 |
|
|
2024
Q4 | $1.26M | Buy |
2,152
+24
| +1% | +$14.1K | 0.16% | 53 |
|
|
2024
Q3 | $1.22M | Buy |
2,128
+210
| +11% | +$120K | 0.16% | 52 |
|
|
2024
Q2 | $967K | Buy |
1,918
+78
| +4% | +$39.3K | 0.14% | 52 |
|
|
2024
Q1 | $894K | Buy |
1,840
+294
| +19% | +$143K | 0.13% | 51 |
|
|
2023
Q4 | $547K | Buy |
1,546
+520
| +51% | +$184K | 0.09% | 60 |
|
|
2023
Q3 | $308K | Buy |
1,026
+127
| +14% | +$38.1K | 0.06% | 82 |
|
|
2023
Q2 | $258K | Buy |
+899
| New | +$258K | 0.05% | 88 |
|
|
2022
Q1 | – | Sell |
-834
| Closed | -$281K | – | 86 |
|
|
2021
Q4 | $281K | Buy |
834
+56
| +7% | +$18.9K | 0.08% | 74 |
|
|
2021
Q3 | $264K | Buy |
778
+25
| +3% | +$8.48K | 0.1% | 68 |
|
|
2021
Q2 | $262K | Buy |
753
+50
| +7% | +$17.4K | 0.11% | 68 |
|
|
2021
Q1 | $207K | Buy |
+703
| New | +$207K | 0.09% | 81 |
|
|
2018
Q3 | – | Sell |
-1,030
| Closed | -$200K | – | 59 |
|
|
2018
Q2 | $200K | Buy |
+1,030
| New | +$200K | 0.14% | 56 |
|