WealthPLAN Partners’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 | $4.57M | Sell |
6,189
-878
| -12% | -$648K | 0.74% | 34 |
|
|
2025
Q1 | $4.07M | Sell |
7,067
-209
| -3% | -$120K | 0.57% | 55 |
|
|
2024
Q4 | $4.26M | Sell |
7,276
-1,057
| -13% | -$619K | 0.6% | 51 |
|
|
2024
Q3 | $4.77M | Sell |
8,333
-1,228
| -13% | -$703K | 0.64% | 48 |
|
|
2024
Q2 | $4.82M | Buy |
9,561
+159
| +2% | +$80.2K | 0.52% | 55 |
|
|
2024
Q1 | $4.57M | Sell |
9,402
-1,774
| -16% | -$861K | 0.47% | 69 |
|
|
2023
Q4 | $3.96M | Buy |
11,176
+816
| +8% | +$289K | 0.41% | 75 |
|
|
2023
Q3 | $3.11M | Buy |
10,360
+4,226
| +69% | +$1.27M | 0.36% | 78 |
|
|
2023
Q2 | $1.76M | Sell |
6,134
-5,727
| -48% | -$1.64M | 0.25% | 97 |
|
|
2023
Q1 | $2.51M | Sell |
11,861
-22,755
| -66% | -$4.82M | 0.29% | 83 |
|
|
2022
Q4 | $6.21M | Buy |
+34,616
| New | +$6.21M | 0.43% | 60 |
|
|
2022
Q1 | $11.6M | Buy |
57,823
+17,502
| +43% | +$3.51M | 0.8% | 44 |
|
|
2021
Q4 | $12.6M | Buy |
40,321
+1,404
| +4% | +$440K | 0.83% | 45 |
|
|
2021
Q3 | $12.6M | Buy |
38,917
+26
| +0.1% | +$8.39K | 0.84% | 42 |
|
|
2021
Q2 | $14M | Buy |
38,891
+978
| +3% | +$352K | 0.99% | 35 |
|
|
2021
Q1 | $12.1M | Buy |
37,913
+882
| +2% | +$281K | 0.94% | 34 |
|
|
2020
Q4 | $9.87M | Buy |
37,031
+399
| +1% | +$106K | 0.84% | 38 |
|
|
2020
Q3 | $10.1M | Buy |
36,632
+221
| +0.6% | +$60.8K | 0.98% | 30 |
|
|
2020
Q2 | $9.51M | Buy |
36,411
+928
| +3% | +$242K | 0.99% | 29 |
|
|
2020
Q1 | $7.34M | Buy |
35,483
+2,331
| +7% | +$482K | 0.95% | 28 |
|
|
2019
Q4 | $6.99M | Sell |
33,152
-221
| -0.7% | -$46.6K | 0.82% | 37 |
|
|
2019
Q3 | $6.45M | Buy |
33,373
+797
| +2% | +$154K | 0.88% | 35 |
|
|
2019
Q2 | $6.14M | Sell |
32,576
-3,320
| -9% | -$626K | 0.92% | 30 |
|
|
2019
Q1 | $6.69M | Sell |
35,896
-385
| -1% | -$71.7K | 1.04% | 19 |
|
|
2018
Q4 | $5.9M | Buy |
36,281
+1,841
| +5% | +$299K | 0.95% | 26 |
|
|
2018
Q3 | $4.56M | Buy |
34,440
+682
| +2% | +$90.3K | 0.83% | 32 |
|
|
2018
Q2 | $6.56M | Sell |
33,758
-1,107
| -3% | -$215K | 1.34% | 9 |
|
|
2018
Q1 | $5.57M | Buy |
34,865
+1,799
| +5% | +$287K | 1.22% | 12 |
|
|
2017
Q4 | $5.84M | Sell |
33,066
-204
| -0.6% | -$36K | 1.56% | 7 |
|
|
2017
Q3 | $5.68M | Buy |
33,270
+2,273
| +7% | +$388K | 1.59% | 10 |
|
|
2017
Q2 | $4.68M | Buy |
30,997
+29,564
| +2,063% | +$4.46M | 1.34% | 15 |
|
|
2017
Q1 | $203K | Buy |
+1,433
| New | +$203K | 0.71% | 25 |
|
|
2016
Q3 | $2.25M | Sell |
17,579
-18,014
| -51% | -$2.31M | 0.73% | 29 |
|
|
2016
Q2 | $2.04M | Buy |
+35,593
| New | +$2.04M | 0.26% | 67 |
|
|
2015
Q4 | $1.77M | Buy |
+52,808
| New | +$1.77M | 0.29% | 67 |
|
|
2015
Q2 | $1.33M | Sell |
15,557
-695
| -4% | -$59.6K | 0.58% | 25 |
|
|
2015
Q1 | $1.33M | Buy |
+16,252
| New | +$1.33M | 0.62% | 33 |
|