Wealthspire Advisors (New York)’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 | $19.8M | Buy |
26,841
+2,627
| +11% | +$1.94M | 0.11% | 79 |
|
|
2025
Q1 | $14M | Sell |
24,214
-695
| -3% | -$401K | 0.08% | 95 |
|
|
2024
Q4 | $14.6M | Buy |
24,909
+2,959
| +13% | +$1.73M | 0.15% | 77 |
|
|
2024
Q3 | $12.6M | Buy |
21,950
+2,272
| +12% | +$1.3M | 0.13% | 84 |
|
|
2024
Q2 | $9.92M | Buy |
19,678
+2,676
| +16% | +$1.35M | 0.13% | 79 |
|
|
2024
Q1 | $8.26M | Sell |
17,002
-2,364
| -12% | -$1.15M | 0.11% | 86 |
|
|
2023
Q4 | $6.85M | Buy |
19,366
+1,193
| +7% | +$422K | 0.1% | 95 |
|
|
2023
Q3 | $5.46M | Buy |
18,173
+410
| +2% | +$123K | 0.09% | 101 |
|
|
2023
Q2 | $5.1M | Buy |
17,763
+555
| +3% | +$159K | 0.08% | 96 |
|
|
2023
Q1 | $3.65M | Sell |
17,208
-7,631
| -31% | -$1.62M | 0.06% | 109 |
|
|
2022
Q4 | $2.99M | Buy |
24,839
+6,272
| +34% | +$755K | 0.05% | 122 |
|
|
2022
Q3 | $2.52M | Sell |
18,567
-1,948
| -9% | -$264K | 0.05% | 123 |
|
|
2022
Q2 | $3.31M | Buy |
20,515
+3,009
| +17% | +$485K | 0.07% | 113 |
|
|
2022
Q1 | $3.89M | Sell |
17,506
-9,104
| -34% | -$2.02M | 0.09% | 88 |
|
|
2021
Q4 | $8.95M | Sell |
26,610
-5,109
| -16% | -$1.72M | 0.2% | 52 |
|
|
2021
Q3 | $10.8M | Buy |
31,719
+20,061
| +172% | +$6.81M | 0.22% | 52 |
|
|
2021
Q2 | $4.05M | Sell |
11,658
-52,997
| -82% | -$18.4M | 0.11% | 73 |
|
|
2021
Q1 | $19M | Buy |
64,655
+16,744
| +35% | +$4.93M | 0.45% | 31 |
|
|
2020
Q4 | $13.1M | Buy |
47,911
+14,574
| +44% | +$3.98M | 0.39% | 35 |
|
|
2020
Q3 | $8.73M | Buy |
33,337
+4,896
| +17% | +$1.28M | 0.52% | 28 |
|
|
2020
Q2 | $6.46M | Sell |
28,441
-18,395
| -39% | -$4.18M | 0.45% | 31 |
|
|
2020
Q1 | $7.81M | Buy |
46,836
+34,011
| +265% | +$5.67M | 0.33% | 44 |
|
|
2019
Q4 | $2.63M | Buy |
12,825
+1,280
| +11% | +$263K | 0.19% | 33 |
|
|
2019
Q3 | $2.06M | Buy |
11,545
+6,518
| +130% | +$1.16M | 0.17% | 31 |
|
|
2019
Q2 | $970K | Buy |
+5,027
| New | +$970K | 0.08% | 32 |
|
|
2019
Q1 | – | Sell |
-2,540
| Closed | -$333K | – | 500 |
|
|
2018
Q4 | $333K | Buy |
+2,540
| New | +$333K | 0.03% | 48 |
|