Wells Trecaso Financial Group’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 | $2.6M | Buy |
3,519
+194
| +6% | +$143K | 0.8% | 30 |
|
|
2025
Q1 | $1.92M | Buy |
3,325
+2
| +0.1% | +$1.15K | 0.64% | 35 |
|
|
2024
Q4 | $1.95M | Sell |
3,323
-10
| -0.3% | -$5.86K | 0.64% | 36 |
|
|
2024
Q3 | $1.91M | Sell |
3,333
-15
| -0.4% | -$8.59K | 0.63% | 34 |
|
|
2024
Q2 | $1.69M | Sell |
3,348
-5
| -0.1% | -$2.52K | 0.58% | 35 |
|
|
2024
Q1 | $1.63M | Buy |
3,353
+68
| +2% | +$33K | 0.58% | 39 |
|
|
2023
Q4 | $1.16M | Buy |
3,285
+5
| +0.2% | +$1.77K | 0.47% | 41 |
|
|
2023
Q3 | $985K | Buy |
3,280
+25
| +0.8% | +$7.51K | 0.44% | 42 |
|
|
2023
Q2 | $934K | Buy |
3,255
+37
| +1% | +$10.6K | 0.4% | 42 |
|
|
2023
Q1 | $682K | Sell |
3,218
-89
| -3% | -$18.9K | 0.32% | 45 |
|
|
2022
Q4 | $398K | Sell |
3,307
-524
| -14% | -$63.1K | 0.2% | 58 |
|
|
2022
Q3 | $519K | Sell |
3,831
-32
| -0.8% | -$4.34K | 0.28% | 49 |
|
|
2022
Q2 | $622K | Buy |
3,863
+49
| +1% | +$7.89K | 0.32% | 48 |
|
|
2022
Q1 | $848K | Buy |
3,814
+582
| +18% | +$129K | 0.38% | 46 |
|
|
2021
Q4 | $1.09M | Buy |
3,232
+198
| +7% | +$66.6K | 0.47% | 39 |
|
|
2021
Q3 | $1.03M | Sell |
3,034
-87
| -3% | -$29.5K | 0.49% | 37 |
|
|
2021
Q2 | $1.09M | Sell |
3,121
-10
| -0.3% | -$3.48K | 0.52% | 39 |
|
|
2021
Q1 | $923K | Sell |
3,131
-82
| -3% | -$24.2K | 0.49% | 38 |
|
|
2020
Q4 | $878K | Buy |
3,213
+52
| +2% | +$14.2K | 0.49% | 40 |
|
|
2020
Q3 | $828K | Sell |
3,161
-739
| -19% | -$194K | 0.53% | 39 |
|
|
2020
Q2 | $886K | Buy |
3,900
+289
| +8% | +$65.7K | 0.61% | 36 |
|
|
2020
Q1 | $603K | Buy |
3,611
+10
| +0.3% | +$1.67K | 0.54% | 38 |
|
|
2019
Q4 | $739K | Sell |
3,601
-23
| -0.6% | -$4.72K | 0.53% | 38 |
|
|
2019
Q3 | $645K | Sell |
3,624
-6
| -0.2% | -$1.07K | 0.51% | 41 |
|
|
2019
Q2 | $700K | Sell |
3,630
-57
| -2% | -$11K | 0.58% | 40 |
|
|
2019
Q1 | $614K | Sell |
3,687
-6
| -0.2% | -$999 | 0.52% | 45 |
|
|
2018
Q4 | $484K | Buy |
3,693
+396
| +12% | +$51.9K | 0.46% | 46 |
|
|
2018
Q3 | $542K | Buy |
3,297
+56
| +2% | +$9.21K | 0.45% | 44 |
|
|
2018
Q2 | $630K | Hold |
3,241
| – | – | 0.59% | 35 |
|
|
2018
Q1 | $518K | Sell |
3,241
-10
| -0.3% | -$1.6K | 0.49% | 43 |
|
|
2017
Q4 | $574K | Buy |
+3,251
| New | +$574K | 0.56% | 37 |
|