Wendell David Associates’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 | $238K | Buy |
+323
| New | +$238K | 0.02% | 142 |
|
|
2022
Q2 | – | Sell |
-1,053
| Closed | -$234K | – | 150 |
|
|
2022
Q1 | $234K | Hold |
1,053
| – | – | 0.03% | 147 |
|
|
2021
Q4 | $354K | Buy |
1,053
+54
| +5% | +$18.2K | 0.04% | 128 |
|
|
2021
Q3 | $339K | Hold |
999
| – | – | 0.04% | 131 |
|
|
2021
Q2 | $347K | Buy |
999
+65
| +7% | +$22.6K | 0.04% | 129 |
|
|
2021
Q1 | $275K | Buy |
934
+6
| +0.6% | +$1.77K | 0.03% | 133 |
|
|
2020
Q4 | $253K | Buy |
+928
| New | +$253K | 0.03% | 132 |
|