Walkner Condon Financial Advisors’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 | $1.94M | Buy |
2,629
+104
| +4% | +$76.8K | 0.36% | 66 |
|
|
2025
Q1 | $1.46M | Buy |
2,525
+6
| +0.2% | +$3.46K | 0.29% | 73 |
|
|
2024
Q4 | $1.48M | Buy |
2,519
+29
| +1% | +$17K | 0.3% | 70 |
|
|
2024
Q3 | $1.43M | Buy |
2,490
+119
| +5% | +$68.1K | 0.29% | 74 |
|
|
2024
Q2 | $1.19M | Sell |
2,371
-5,106
| -68% | -$2.57M | 0.26% | 85 |
|
|
2024
Q1 | $3.63M | Buy |
7,477
+218
| +3% | +$106K | 0.77% | 36 |
|
|
2023
Q4 | $2.57M | Buy |
7,259
+5,247
| +261% | +$1.86M | 0.59% | 45 |
|
|
2023
Q3 | $604K | Sell |
2,012
-66
| -3% | -$19.8K | 0.16% | 118 |
|
|
2023
Q2 | $596K | Buy |
2,078
+276
| +15% | +$79.2K | 0.16% | 112 |
|
|
2023
Q1 | $381K | Sell |
1,802
-78
| -4% | -$16.5K | 0.11% | 153 |
|
|
2022
Q4 | $226K | Buy |
1,880
+186
| +11% | +$22.4K | 0.07% | 206 |
|
|
2022
Q3 | $230K | Sell |
1,694
-21
| -1% | -$2.85K | 0.07% | 191 |
|
|
2022
Q2 | $277K | Buy |
1,715
+302
| +21% | +$48.8K | 0.09% | 182 |
|
|
2022
Q1 | $315K | Buy |
+1,413
| New | +$315K | 0.09% | 174 |
|
|
2021
Q4 | – | Sell |
-1,195
| Closed | -$407K | – | 155 |
|
|
2021
Q3 | $407K | Buy |
1,195
+145
| +14% | +$49.4K | 0.2% | 94 |
|
|
2021
Q2 | $364K | Hold |
1,050
| – | – | 0.13% | 116 |
|
|
2021
Q1 | $309K | Buy |
1,050
+187
| +22% | +$55K | 0.12% | 136 |
|
|
2020
Q4 | $236K | Sell |
863
-34
| -4% | -$9.3K | 0.1% | 124 |
|
|
2020
Q3 | $235K | Buy |
+897
| New | +$235K | 0.13% | 110 |
|