Wealthquest’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 | $592K | Buy |
802
+95
| +13% | +$70.1K | 0.05% | 69 |
|
|
2025
Q1 | $407K | Sell |
707
-25
| -3% | -$14.4K | 0.03% | 82 |
|
|
2024
Q4 | $429K | Buy |
732
+103
| +16% | +$60.3K | 0.03% | 81 |
|
|
2024
Q3 | $363K | Sell |
629
-59
| -9% | -$34K | 0.03% | 90 |
|
|
2024
Q2 | $347K | Sell |
688
-13
| -2% | -$6.56K | 0.04% | 91 |
|
|
2024
Q1 | $340K | Sell |
701
-175
| -20% | -$85K | 0.04% | 93 |
|
|
2023
Q4 | $310K | Buy |
876
+199
| +29% | +$70.4K | 0.03% | 106 |
|
|
2023
Q3 | $203K | Buy |
+677
| New | +$203K | 0.02% | 125 |
|
|
2022
Q2 | – | Sell |
-1,041
| Closed | -$350K | – | 134 |
|
|
2022
Q1 | $350K | Hold |
1,041
| – | – | 0.05% | 98 |
|
|
2021
Q4 | $350K | Sell |
1,041
-27
| -3% | -$9.08K | 0.05% | 98 |
|
|
2021
Q3 | $362K | Buy |
1,068
+7
| +0.7% | +$2.37K | 0.06% | 90 |
|
|
2021
Q2 | $368K | Buy |
1,061
+30
| +3% | +$10.4K | 0.06% | 91 |
|
|
2021
Q1 | $303K | Buy |
1,031
+3
| +0.3% | +$882 | 0.06% | 108 |
|
|
2020
Q4 | $280K | Sell |
1,028
-75
| -7% | -$20.4K | 0.06% | 103 |
|
|
2020
Q3 | $288K | Sell |
1,103
-300
| -21% | -$78.3K | 0.07% | 85 |
|
|
2020
Q2 | $318K | Buy |
+1,403
| New | +$318K | 0.08% | 83 |
|
|
2019
Q4 | $293K | Sell |
1,428
-109
| -7% | -$22.4K | 0.08% | 103 |
|
|
2019
Q3 | $273K | Sell |
1,537
-209
| -12% | -$37.1K | 0.09% | 106 |
|
|
2019
Q2 | $336K | Hold |
1,746
| – | – | 0.13% | 94 |
|
|
2019
Q1 | $291K | Buy |
1,746
+29
| +2% | +$4.83K | 0.11% | 98 |
|
|
2018
Q4 | $225K | Buy |
+1,717
| New | +$225K | 0.09% | 113 |
|