UFA
US Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $369K | Buy |
641
+64
| +11% | +$36.9K | 0.11% | 65 |
|
|
2024
Q4 | $338K | Hold |
577
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $330K | Hold |
577
| – | – | 0.1% | 66 |
|
|
2024
Q2 | $291K | Buy |
577
+100
| +21% | +$50.4K | 0.1% | 67 |
|
|
2024
Q1 | $232K | Buy |
+477
| New | +$232K | 0.08% | 74 |
|
|
2022
Q2 | – | Sell |
-940
| Closed | -$209K | – | 71 |
|
|
2022
Q1 | $209K | Buy |
+940
| New | +$209K | 0.1% | 69 |
|
|
2021
Q1 | – | Sell |
-758
| Closed | -$207K | – | 145 |
|
|
2020
Q4 | $207K | Buy |
+758
| New | +$207K | 0.06% | 128 |
|
|
2016
Q2 | – | Sell |
-515
| Closed | -$59K | – | 258 |
|
|
2016
Q1 | $59K | Sell |
515
-500
| -49% | -$57.3K | 0.1% | 82 |
|
|
2015
Q4 | $106K | Buy |
1,015
+500
| +97% | +$52.2K | 0.1% | 89 |
|
|
2015
Q3 | $46K | Hold |
515
| – | – | 0.08% | 110 |
|
|
2015
Q2 | $44K | Sell |
515
-361
| -41% | -$30.8K | 0.04% | 115 |
|
|
2015
Q1 | $72K | Hold |
876
| – | – | 0.07% | 88 |
|
|
2014
Q4 | $68K | Buy |
+876
| New | +$68K | 0.06% | 94 |
|