Von Berge Wealth Management Group’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 | $3.84M | Sell |
5,446
-300
| -5% | -$211K | 2.16% | 15 |
|
2025
Q1 | $3.06M | Buy |
5,746
+1,350
| +31% | +$720K | 1.98% | 15 |
|
2024
Q4 | $3.02M | Buy |
4,396
+300
| +7% | +$206K | 1.83% | 17 |
|
2024
Q3 | $2.34M | Sell |
4,096
-57
| -1% | -$32.6K | 1.45% | 17 |
|
2024
Q2 | $2.1M | Buy |
4,153
+75
| +2% | +$37.9K | 1.33% | 18 |
|
2024
Q1 | $1.98M | Sell |
4,078
-187
| -4% | -$90.8K | 1.27% | 18 |
|
2023
Q4 | $1.6M | Hold |
4,265
| – | – | 1.23% | 20 |
|
2023
Q3 | $1.28M | Hold |
4,265
| – | – | 1.09% | 23 |
|
2023
Q2 | $1.22M | Buy |
4,265
+1,300
| +44% | +$373K | 1.01% | 23 |
|
2023
Q1 | $632K | Hold |
2,965
| – | – | 0.56% | 30 |
|
2022
Q4 | $450K | Sell |
2,965
-300
| -9% | -$45.5K | 0.4% | 33 |
|
2022
Q3 | $437K | Hold |
3,265
| – | – | 0.46% | 33 |
|
2022
Q2 | $534K | Sell |
3,265
-22
| -0.7% | -$3.6K | 0.55% | 32 |
|
2022
Q1 | $691K | Buy |
3,287
+1,976
| +151% | +$415K | 0.63% | 31 |
|
2021
Q4 | $411K | Buy |
+1,311
| New | +$411K | 0.38% | 36 |
|