Vertex Planning Partners’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 | $737K | Sell |
999
-33
| -3% | -$24.4K | 0.15% | 79 |
|
|
2025
Q1 | $595K | Buy |
1,032
+20
| +2% | +$11.5K | 0.13% | 87 |
|
|
2024
Q4 | $593K | Buy |
1,012
+103
| +11% | +$60.3K | 0.13% | 92 |
|
|
2024
Q3 | $520K | Buy |
909
+48
| +6% | +$27.5K | 0.12% | 86 |
|
|
2024
Q2 | $434K | Buy |
861
+71
| +9% | +$35.8K | 0.11% | 96 |
|
|
2024
Q1 | $384K | Sell |
790
-217
| -22% | -$105K | 0.11% | 109 |
|
|
2023
Q4 | $356K | Buy |
1,007
+324
| +47% | +$115K | 0.11% | 108 |
|
|
2023
Q3 | $205K | Buy |
+683
| New | +$205K | 0.07% | 133 |
|