UCFA
United Capital Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Sell |
152,835
-1,288
| -0.8% | -$951K | 0.91% | 21 |
|
|
2025
Q1 | $88.8M | Buy |
154,123
+3,627
| +2% | +$2.09M | 0.76% | 29 |
|
|
2024
Q4 | $88.1M | Sell |
150,496
-628
| -0.4% | -$368K | 0.74% | 30 |
|
|
2024
Q3 | $86.5M | Sell |
151,124
-380
| -0.3% | -$218K | 0.71% | 32 |
|
|
2024
Q2 | $76.4M | Sell |
151,504
-13,062
| -8% | -$6.59M | 0.66% | 33 |
|
|
2024
Q1 | $79.9M | Sell |
164,566
-6,891
| -4% | -$3.35M | 0.66% | 33 |
|
|
2023
Q4 | $60.7M | Buy |
171,457
+36,859
| +27% | +$13M | 0.5% | 39 |
|
|
2023
Q3 | $40.4M | Buy |
134,598
+1,048
| +0.8% | +$315K | 0.26% | 82 |
|
|
2023
Q2 | $38.3M | Buy |
133,550
+5,849
| +5% | +$1.68M | 0.21% | 95 |
|
|
2023
Q1 | $27.1M | Sell |
127,701
-8,138
| -6% | -$1.72M | 0.15% | 132 |
|
|
2022
Q4 | $16.3M | Sell |
135,839
-68,843
| -34% | -$8.28M | 0.09% | 189 |
|
|
2022
Q3 | $27.8M | Sell |
204,682
-6,355
| -3% | -$862K | 0.16% | 125 |
|
|
2022
Q2 | $34M | Buy |
211,037
+514
| +0.2% | +$82.9K | 0.19% | 112 |
|
|
2022
Q1 | $46.8M | Buy |
210,523
+4,770
| +2% | +$1.06M | 0.23% | 90 |
|
|
2021
Q4 | $69.2M | Sell |
205,753
-12,488
| -6% | -$4.2M | 0.32% | 62 |
|
|
2021
Q3 | $74.1M | Sell |
218,241
-3,956
| -2% | -$1.34M | 0.37% | 55 |
|
|
2021
Q2 | $77.3M | Buy |
222,197
+2,106
| +1% | +$732K | 0.39% | 51 |
|
|
2021
Q1 | $64.8M | Buy |
220,091
+4,710
| +2% | +$1.39M | 0.36% | 61 |
|
|
2020
Q4 | $58.8M | Buy |
215,381
+3,820
| +2% | +$1.04M | 0.35% | 63 |
|
|
2020
Q3 | $55.4M | Buy |
211,561
+1,674
| +0.8% | +$438K | 0.36% | 60 |
|
|
2020
Q2 | $47.7M | Buy |
209,887
+11,575
| +6% | +$2.63M | 0.35% | 71 |
|
|
2020
Q1 | $31.9M | Sell |
198,312
-27,992
| -12% | -$4.51M | 0.26% | 85 |
|
|
2019
Q4 | $46.4M | Buy |
226,304
+28,889
| +15% | +$5.93M | 0.3% | 77 |
|
|
2019
Q3 | $35.2M | Sell |
197,415
-2,625
| -1% | -$467K | 0.25% | 95 |
|
|
2019
Q2 | $38.6M | Buy |
200,040
+14,286
| +8% | +$2.76M | 0.25% | 94 |
|
|
2019
Q1 | $31M | Buy |
185,754
+4,987
| +3% | +$831K | 0.22% | 103 |
|
|
2018
Q4 | $23.7M | Buy |
180,767
+9,323
| +5% | +$1.22M | 0.19% | 112 |
|
|
2018
Q3 | $28.2M | Buy |
171,444
+1,032
| +0.6% | +$170K | 0.2% | 112 |
|
|
2018
Q2 | $33.1M | Sell |
170,412
-6,240
| -4% | -$1.21M | 0.25% | 90 |
|
|
2018
Q1 | $28.2M | Buy |
176,652
+5,689
| +3% | +$909K | 0.22% | 108 |
|
|
2017
Q4 | $30.4M | Buy |
170,963
+4,231
| +3% | +$753K | 0.24% | 96 |
|
|
2017
Q3 | $28.5M | Buy |
166,732
+4,073
| +3% | +$696K | 0.24% | 99 |
|
|
2017
Q2 | $24.6M | Buy |
162,659
+7,722
| +5% | +$1.17M | 0.22% | 107 |
|
|
2017
Q1 | $22M | Sell |
154,937
-561
| -0.4% | -$79.7K | 0.21% | 110 |
|
|
2016
Q4 | $17.9M | Buy |
155,498
+5,015
| +3% | +$577K | 0.17% | 124 |
|
|
2016
Q3 | $19.3M | Buy |
150,483
+4,741
| +3% | +$608K | 0.19% | 124 |
|
|
2016
Q2 | $16.6M | Buy |
145,742
+17,171
| +13% | +$1.96M | 0.17% | 135 |
|
|
2016
Q1 | $14.7M | Buy |
128,571
+4,250
| +3% | +$485K | 0.16% | 136 |
|
|
2015
Q4 | $13M | Buy |
124,321
+3,237
| +3% | +$339K | 0.15% | 147 |
|
|
2015
Q3 | $10.9M | Buy |
121,084
+6,982
| +6% | +$628K | 0.13% | 174 |
|
|
2015
Q2 | $9.79M | Buy |
114,102
+68,475
| +150% | +$5.87M | 0.11% | 222 |
|
|
2015
Q1 | $3.59M | Buy |
45,627
+9,760
| +27% | +$769K | 0.04% | 413 |
|
|
2014
Q4 | $2.8M | Buy |
35,867
+4,025
| +13% | +$314K | 0.04% | 384 |
|
|
2014
Q3 | $2.52M | Buy |
31,842
+5,890
| +23% | +$466K | 0.04% | 387 |
|
|
2014
Q2 | $1.75M | Buy |
25,952
+7,239
| +39% | +$487K | 0.03% | 440 |
|
|
2014
Q1 | $1.13M | Buy |
18,713
+11,513
| +160% | +$693K | 0.02% | 453 |
|
|
2013
Q4 | $393K | Sell |
7,200
-8,208
| -53% | -$448K | 0.01% | 468 |
|
|
2013
Q3 | $774K | Sell |
15,408
-7,861
| -34% | -$395K | 0.02% | 380 |
|
|
2013
Q2 | $579K | Buy |
+23,269
| New | +$579K | 0.02% | 485 |
|