Waterford 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 | $562K | Buy |
89,543
+89,083
| +19,366% | +$560K | 0.21% | 35 |
|
|
2025
Q1 | $265K | Hold |
460
| – | – | 0.11% | 45 |
|
|
2024
Q4 | $269K | Hold |
460
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $263K | Hold |
460
| – | – | 0.13% | 45 |
|
|
2024
Q2 | $232K | Sell |
460
-496
| -52% | -$250K | 0.1% | 50 |
|
|
2024
Q1 | $464K | Buy |
956
+190
| +25% | +$92.3K | 0.2% | 37 |
|
|
2023
Q4 | $271K | Sell |
766
-45
| -6% | -$15.9K | 0.13% | 44 |
|
|
2023
Q3 | $243K | Buy |
+811
| New | +$243K | 0.14% | 41 |
|