Wealth Advisors of Iowa’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 | $1M | Buy |
1,361
+334
| +33% | +$247K | 0.38% | 32 |
|
|
2025
Q1 | $592K | Buy |
1,027
+85
| +9% | +$49K | 0.25% | 41 |
|
|
2024
Q4 | $551K | Buy |
942
+52
| +6% | +$30.4K | 0.28% | 36 |
|
|
2024
Q3 | $510K | Hold |
890
| – | – | 0.26% | 37 |
|
|
2024
Q2 | $449K | Hold |
890
| – | – | 0.25% | 23 |
|
|
2024
Q1 | $432K | Buy |
890
+120
| +16% | +$58.3K | 0.26% | 35 |
|
|
2023
Q4 | $273K | Sell |
770
-227
| -23% | -$80.3K | 0.18% | 45 |
|
|
2023
Q3 | $299K | Sell |
997
-70
| -7% | -$21K | 0.21% | 46 |
|
|
2023
Q2 | $306K | Hold |
1,067
| – | – | 0.22% | 43 |
|
|
2023
Q1 | $226K | Sell |
1,067
-1,585
| -60% | -$336K | 0.18% | 50 |
|
|
2022
Q4 | $319K | Buy |
2,652
+200
| +8% | +$24.1K | 0.26% | 45 |
|
|
2022
Q3 | $333K | Sell |
2,452
-4,149
| -63% | -$563K | 0.31% | 30 |
|
|
2022
Q2 | $1.18M | Buy |
6,601
+4,704
| +248% | +$842K | 0.21% | 37 |
|
|
2022
Q1 | $422K | Buy |
1,897
+635
| +50% | +$141K | 0.21% | 38 |
|
|
2021
Q4 | $424K | Buy |
1,262
+8
| +0.6% | +$2.69K | 0.23% | 36 |
|
|
2021
Q3 | $426K | Sell |
1,254
-150
| -11% | -$51K | 0.23% | 34 |
|
|
2021
Q2 | $488K | Buy |
1,404
+150
| +12% | +$52.1K | 0.25% | 31 |
|
|
2021
Q1 | $369K | Buy |
1,254
+150
| +14% | +$44.1K | 0.21% | 34 |
|
|
2020
Q4 | $302K | Hold |
1,104
| – | – | 0.19% | 33 |
|
|
2020
Q3 | $289K | Hold |
1,104
| – | – | 0.2% | 26 |
|
|
2020
Q2 | $251K | Sell |
1,104
-470
| -30% | -$107K | 0.19% | 25 |
|
|
2020
Q1 | $263K | Buy |
+1,574
| New | +$263K | 0.21% | 22 |
|