Valley Wealth Managers’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 | $2.63M | Sell |
3,569
-109
| -3% | -$80.5K | 0.19% | 106 |
|
|
2025
Q1 | $2.12M | Buy |
3,678
+2,340
| +175% | +$1.35M | 0.16% | 110 |
|
|
2024
Q4 | $783K | Buy |
1,338
+59
| +5% | +$34.5K | 0.06% | 135 |
|
|
2024
Q3 | $732K | Buy |
1,279
+232
| +22% | +$133K | 0.05% | 138 |
|
|
2024
Q2 | $528K | Buy |
1,047
+248
| +31% | +$125K | 0.04% | 152 |
|
|
2024
Q1 | $388K | Buy |
+799
| New | +$388K | 0.03% | 166 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1.5K | – | 370 |
|
|
2023
Q3 | $1.5K | Buy |
+5
| New | +$1.5K | ﹤0.01% | 331 |
|
|
2022
Q4 | – | Sell |
-166
| Closed | -$23K | – | 437 |
|
|
2022
Q3 | $23K | Sell |
166
-97
| -37% | -$13.4K | ﹤0.01% | 281 |
|
|
2022
Q2 | $42K | Buy |
+263
| New | +$42K | ﹤0.01% | 258 |
|
|
2022
Q1 | – | Sell |
-61,976
| Closed | -$20.8M | – | 193 |
|
|
2021
Q4 | $20.8M | Sell |
61,976
-2,778
| -4% | -$934K | 1.67% | 20 |
|
|
2021
Q3 | $22M | Sell |
64,754
-2,962
| -4% | -$1.01M | 1.92% | 10 |
|
|
2021
Q2 | $23.5M | Sell |
67,716
-4,463
| -6% | -$1.55M | 1.99% | 4 |
|
|
2021
Q1 | $21.3M | Sell |
72,179
-1,712
| -2% | -$504K | 1.91% | 12 |
|
|
2020
Q4 | $20.2M | Sell |
73,891
-6,161
| -8% | -$1.68M | 1.97% | 11 |
|
|
2020
Q3 | $21M | Sell |
80,052
-10,020
| -11% | -$2.62M | 2.31% | 5 |
|
|
2020
Q2 | $20.5M | Sell |
90,072
-7,465
| -8% | -$1.7M | 2.29% | 5 |
|
|
2020
Q1 | $16.3M | Buy |
97,537
+34,883
| +56% | +$5.82M | 2.11% | 10 |
|
|
2019
Q4 | $12.9M | Buy |
62,654
+615
| +1% | +$126K | 1.29% | 41 |
|
|
2019
Q3 | $11M | Buy |
62,039
+1,922
| +3% | +$342K | 1.17% | 42 |
|
|
2019
Q2 | $11.6M | Buy |
60,117
+54,888
| +1,050% | +$10.6M | 1.23% | 39 |
|
|
2019
Q1 | $872K | Buy |
5,229
+3,651
| +231% | +$609K | 0.1% | 117 |
|
|
2018
Q4 | $207K | Sell |
1,578
-417
| -21% | -$54.7K | 0.03% | 158 |
|
|
2018
Q3 | $328K | Sell |
1,995
-985
| -33% | -$162K | 0.04% | 105 |
|
|
2018
Q2 | $579K | Buy |
2,980
+58
| +2% | +$11.3K | 0.07% | 97 |
|
|
2018
Q1 | $467K | Buy |
2,922
+492
| +20% | +$78.6K | 0.06% | 99 |
|
|
2017
Q4 | $429K | Buy |
2,430
+104
| +4% | +$18.4K | 0.05% | 102 |
|
|
2017
Q3 | $397K | Buy |
2,326
+60
| +3% | +$10.2K | 0.05% | 101 |
|
|
2017
Q2 | $342K | Sell |
2,266
-36
| -2% | -$5.43K | 0.05% | 105 |
|
|
2017
Q1 | $327K | Buy |
2,302
+1,602
| +229% | +$228K | 0.04% | 113 |
|
|
2016
Q4 | $81K | Sell |
700
-100
| -13% | -$11.6K | 0.01% | 130 |
|
|
2016
Q3 | $103K | Hold |
800
| – | – | 0.02% | 128 |
|
|
2016
Q2 | $91K | Buy |
+800
| New | +$91K | 0.01% | 127 |
|