Valmark Advisers’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 | $5.85M | Buy |
7,928
+305
| +4% | +$225K | 0.08% | 104 |
|
|
2025
Q1 | $4.39M | Sell |
7,623
-612
| -7% | -$353K | 0.07% | 119 |
|
|
2024
Q4 | $4.82M | Buy |
8,235
+158
| +2% | +$92.5K | 0.07% | 109 |
|
|
2024
Q3 | $4.62M | Buy |
8,077
+597
| +8% | +$342K | 0.07% | 107 |
|
|
2024
Q2 | $3.77M | Buy |
7,480
+378
| +5% | +$191K | 0.06% | 120 |
|
|
2024
Q1 | $3.45M | Buy |
7,102
+880
| +14% | +$427K | 0.06% | 120 |
|
|
2023
Q4 | $2.2M | Buy |
6,222
+160
| +3% | +$56.6K | 0.04% | 153 |
|
|
2023
Q3 | $1.82M | Sell |
6,062
-371
| -6% | -$111K | 0.04% | 158 |
|
|
2023
Q2 | $1.85M | Sell |
6,433
-38
| -0.6% | -$10.9K | 0.04% | 155 |
|
|
2023
Q1 | $1.37M | Buy |
6,471
+264
| +4% | +$56K | 0.03% | 188 |
|
|
2022
Q4 | $747K | Sell |
6,207
-4,020
| -39% | -$484K | 0.02% | 249 |
|
|
2022
Q3 | $1.39M | Buy |
10,227
+1,065
| +12% | +$145K | 0.03% | 156 |
|
|
2022
Q2 | $1.48M | Sell |
9,162
-5,546
| -38% | -$894K | 0.03% | 148 |
|
|
2022
Q1 | $3.27M | Buy |
14,708
+102
| +0.7% | +$22.7K | 0.06% | 91 |
|
|
2021
Q4 | $4.91M | Buy |
14,606
+4
| +0% | +$1.35K | 0.08% | 68 |
|
|
2021
Q3 | $4.96M | Buy |
14,602
+664
| +5% | +$225K | 0.09% | 63 |
|
|
2021
Q2 | $4.85M | Buy |
13,938
+3,790
| +37% | +$1.32M | 0.09% | 64 |
|
|
2021
Q1 | $2.99M | Buy |
10,148
+276
| +3% | +$81.3K | 0.06% | 85 |
|
|
2020
Q4 | $2.7M | Buy |
9,872
+3,629
| +58% | +$991K | 0.05% | 81 |
|
|
2020
Q3 | $1.64M | Buy |
6,243
+1,347
| +28% | +$353K | 0.04% | 95 |
|
|
2020
Q2 | $1.11M | Buy |
4,896
+2,456
| +101% | +$558K | 0.03% | 107 |
|
|
2020
Q1 | $407K | Buy |
2,440
+119
| +5% | +$19.9K | 0.01% | 160 |
|
|
2019
Q4 | $476K | Sell |
2,321
-175
| -7% | -$35.9K | 0.01% | 152 |
|
|
2019
Q3 | $444K | Buy |
2,496
+607
| +32% | +$108K | 0.01% | 158 |
|
|
2019
Q2 | $365K | Sell |
1,889
-15
| -0.8% | -$2.9K | 0.01% | 165 |
|
|
2019
Q1 | $317K | Hold |
1,904
| – | – | 0.01% | 172 |
|
|
2018
Q4 | $250K | Buy |
1,904
+65
| +4% | +$8.54K | 0.01% | 179 |
|
|
2018
Q3 | $302K | Buy |
1,839
+42
| +2% | +$6.9K | 0.01% | 156 |
|
|
2018
Q2 | $349K | Buy |
1,797
+282
| +19% | +$54.8K | 0.01% | 136 |
|
|
2018
Q1 | $242K | Sell |
1,515
-196
| -11% | -$31.3K | 0.01% | 170 |
|
|
2017
Q4 | $302K | Buy |
+1,711
| New | +$302K | 0.01% | 148 |
|