Walled Lake Planning & Wealth Management’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 | $1.13M | Sell |
1,529
-81
| -5% | -$59.8K | 0.37% | 45 |
|
|
2025
Q1 | $928K | Sell |
1,610
-205
| -11% | -$118K | 0.33% | 46 |
|
|
2024
Q4 | $1.06M | Sell |
1,815
-19
| -1% | -$11.1K | 0.4% | 43 |
|
|
2024
Q3 | $1.05M | Buy |
1,834
+1
| +0.1% | +$572 | 0.39% | 41 |
|
|
2024
Q2 | $924K | Sell |
1,833
-39
| -2% | -$19.7K | 0.38% | 42 |
|
|
2024
Q1 | $909K | Sell |
1,872
-462
| -20% | -$224K | 0.37% | 39 |
|
|
2023
Q4 | $826K | Buy |
2,334
+34
| +1% | +$12K | 0.38% | 38 |
|
|
2023
Q3 | $691K | Sell |
2,300
-114
| -5% | -$34.2K | 0.35% | 40 |
|
|
2023
Q2 | $693K | Sell |
2,414
-4
| -0.2% | -$1.15K | 0.34% | 40 |
|
|
2023
Q1 | $513K | Buy |
+2,418
| New | +$513K | 0.27% | 43 |
|
|
2022
Q4 | – | Sell |
-2,065
| Closed | -$280K | – | 74 |
|
|
2022
Q3 | $280K | Buy |
2,065
+46
| +2% | +$6.24K | 0.2% | 56 |
|
|
2022
Q2 | $326K | Sell |
2,019
-32
| -2% | -$5.17K | 0.22% | 51 |
|
|
2022
Q1 | $456K | Buy |
2,051
+296
| +17% | +$65.8K | 0.27% | 47 |
|
|
2021
Q4 | $590K | Sell |
1,755
-123
| -7% | -$41.4K | 0.34% | 41 |
|
|
2021
Q3 | $637K | Hold |
1,878
| – | – | 0.39% | 40 |
|
|
2021
Q2 | $653K | Sell |
1,878
-6
| -0.3% | -$2.09K | 0.42% | 37 |
|
|
2021
Q1 | $555K | Sell |
1,884
-20
| -1% | -$5.89K | 0.38% | 37 |
|
|
2020
Q4 | $520K | Sell |
1,904
-1,160
| -38% | -$317K | 0.4% | 39 |
|
|
2020
Q3 | $802K | Sell |
3,064
-120
| -4% | -$31.4K | 0.65% | 33 |
|
|
2020
Q2 | $723K | Sell |
3,184
-231
| -7% | -$52.5K | 0.61% | 32 |
|
|
2020
Q1 | $570K | Sell |
3,415
-130
| -4% | -$21.7K | 0.52% | 32 |
|
|
2019
Q4 | $728K | Buy |
+3,545
| New | +$728K | 0.53% | 32 |
|