WealthPlan Investment 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 | $16.9M | Buy |
22,939
+1,400
| +6% | +$1.03M | 1.23% | 18 |
|
|
2025
Q1 | $12.4M | Sell |
21,539
-1,287
| -6% | -$742K | 1.22% | 20 |
|
|
2024
Q4 | $13.4M | Buy |
22,826
+630
| +3% | +$369K | 1.32% | 19 |
|
|
2024
Q3 | $12.7M | Buy |
22,196
+1,588
| +8% | +$909K | 1.29% | 18 |
|
|
2024
Q2 | $10.4M | Sell |
20,608
-666
| -3% | -$336K | 1.57% | 15 |
|
|
2024
Q1 | $10.3M | Sell |
21,274
-1,094
| -5% | -$531K | 1.58% | 19 |
|
|
2023
Q4 | $7.92M | Buy |
22,368
+139
| +0.6% | +$49.2K | 1.27% | 29 |
|
|
2023
Q3 | $6.67M | Buy |
22,229
+7,821
| +54% | +$2.35M | 1.18% | 35 |
|
|
2023
Q2 | $4.13M | Sell |
14,408
-9,576
| -40% | -$2.75M | 1.23% | 34 |
|
|
2023
Q1 | $5.08M | Sell |
23,984
-10,632
| -31% | -$2.25M | 0.88% | 46 |
|
|
2022
Q4 | $6.21M | Sell |
34,616
-20,194
| -37% | -$3.62M | 0.43% | 60 |
|
|
2022
Q3 | $6.24M | Buy |
+54,810
| New | +$6.24M | 0.46% | 63 |
|
|
2022
Q1 | $11.6M | Buy |
+57,823
| New | +$11.6M | 0.8% | 44 |
|