VFA
Valeo 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 | $33.6M | Buy |
84,873
+842
| +1% | +$333K | 0.81% | 24 |
|
|
2025
Q1 | $25.7M | Buy |
84,031
+2,607
| +3% | +$798K | 0.72% | 25 |
|
|
2024
Q4 | $24.6M | Buy |
81,424
+608
| +0.8% | +$184K | 0.68% | 26 |
|
|
2024
Q3 | $23.7M | Buy |
80,816
+1,681
| +2% | +$493K | 0.68% | 23 |
|
|
2024
Q2 | $20M | Buy |
79,135
+4,011
| +5% | +$1.02M | 0.63% | 25 |
|
|
2024
Q1 | $17.6M | Buy |
75,124
+1,911
| +3% | +$449K | 0.63% | 24 |
|
|
2023
Q4 | $12M | Buy |
73,213
+505
| +0.7% | +$82.7K | 0.48% | 28 |
|
|
2023
Q3 | $10M | Buy |
72,708
+1,661
| +2% | +$229K | 0.46% | 27 |
|
|
2023
Q2 | $9.1M | Buy |
71,047
+710
| +1% | +$91K | 0.42% | 29 |
|
|
2023
Q1 | $6.58M | Buy |
70,337
+1,934
| +3% | +$181K | 0.32% | 44 |
|
|
2022
Q4 | $3.52M | Sell |
68,403
-455
| -0.7% | -$23.4K | 0.19% | 72 |
|
|
2022
Q3 | $4.03M | Sell |
68,858
-12,199
| -15% | -$713K | 0.26% | 58 |
|
|
2022
Q2 | $6.75M | Sell |
81,057
-285
| -0.4% | -$23.7K | 0.42% | 34 |
|
|
2022
Q1 | $9.37M | Buy |
81,342
+5,078
| +7% | +$585K | 0.48% | 29 |
|
|
2021
Q4 | $12.4M | Buy |
76,264
+814
| +1% | +$133K | 0.67% | 24 |
|
|
2021
Q3 | $12.3M | Buy |
75,450
+6,206
| +9% | +$1.01M | 0.7% | 20 |
|
|
2021
Q2 | $10.4M | Sell |
69,244
-18,831
| -21% | -$2.83M | 0.63% | 24 |
|
|
2021
Q1 | $14.4M | Sell |
88,075
-88,043
| -50% | -$14.4M | 0.66% | 21 |
|
|
2020
Q4 | $13M | Buy |
176,118
+150,277
| +582% | +$11.1M | 0.67% | 20 |
|
|
2020
Q3 | $6.77M | Sell |
25,841
-966
| -4% | -$253K | 0.59% | 25 |
|
|
2020
Q2 | $6.09M | Buy |
26,807
+180
| +0.7% | +$40.9K | 0.55% | 27 |
|
|
2020
Q1 | $4.66M | Buy |
26,627
+3,944
| +17% | +$691K | 0.5% | 31 |
|
|
2019
Q4 | $4.66M | Buy |
22,683
+1,017
| +5% | +$209K | 0.45% | 39 |
|
|
2019
Q3 | $3.86M | Sell |
21,666
-215
| -1% | -$38.3K | 0.43% | 42 |
|
|
2019
Q2 | $4.22M | Sell |
21,881
-2,273
| -9% | -$439K | 0.48% | 35 |
|
|
2019
Q1 | $4.03M | Sell |
24,154
-243
| -1% | -$40.5K | 0.49% | 36 |
|
|
2018
Q4 | $3.2M | Sell |
24,397
-2,165
| -8% | -$284K | 0.45% | 42 |
|
|
2018
Q3 | $4.02M | Buy |
26,562
+1,360
| +5% | +$206K | 0.54% | 37 |
|
|
2018
Q2 | $4.54M | Buy |
25,202
+9,928
| +65% | +$1.79M | 0.64% | 34 |
|
|
2018
Q1 | $2.44M | Buy |
15,274
+724
| +5% | +$116K | 0.39% | 50 |
|
|
2017
Q4 | $2.57M | Buy |
14,550
+2,114
| +17% | +$373K | 0.42% | 50 |
|
|
2017
Q3 | $2.13M | Buy |
+12,436
| New | +$2.13M | 0.48% | 46 |
|