West Family Investments’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 | $7.08M | Buy |
9,586
+5,353
| +126% | +$3.95M | 1.85% | 10 |
|
2025
Q1 | $2.44M | Sell |
4,233
-2,510
| -37% | -$1.45M | 0.92% | 15 |
|
2024
Q4 | $3.95M | Sell |
6,743
-101
| -1% | -$59.1K | 1.38% | 14 |
|
2024
Q3 | $3.92M | Buy |
6,844
+1,219
| +22% | +$698K | 1.33% | 13 |
|
2024
Q2 | $2.84M | Buy |
5,625
+126
| +2% | +$63.5K | 0.85% | 30 |
|
2024
Q1 | $2.67M | Buy |
5,499
+737
| +15% | +$358K | 0.83% | 29 |
|
2023
Q4 | $1.69M | Buy |
4,762
+104
| +2% | +$36.8K | 0.57% | 38 |
|
2023
Q3 | $1.4M | Sell |
4,658
-142
| -3% | -$42.6K | 0.49% | 45 |
|
2023
Q2 | $1.38M | Buy |
4,800
+670
| +16% | +$192K | 0.54% | 40 |
|
2023
Q1 | $875K | Buy |
4,130
+2,208
| +115% | +$468K | 0.35% | 65 |
|
2022
Q4 | $231K | Sell |
1,922
-4,649
| -71% | -$559K | 0.08% | 198 |
|
2022
Q3 | $892K | Buy |
6,571
+1,235
| +23% | +$168K | 0.37% | 60 |
|
2022
Q2 | $860K | Sell |
5,336
-538
| -9% | -$86.7K | 0.34% | 59 |
|
2022
Q1 | $1.31M | Sell |
5,874
-789
| -12% | -$175K | 0.37% | 47 |
|
2021
Q4 | $2.24M | Sell |
6,663
-1,099
| -14% | -$370K | 0.61% | 26 |
|
2021
Q3 | $2.63M | Buy |
7,762
+710
| +10% | +$241K | 0.68% | 23 |
|
2021
Q2 | $2.45M | Buy |
+7,052
| New | +$2.45M | 0.66% | 20 |
|
2019
Q1 | – | Sell |
-25,000
| Closed | -$3.28M | – | 85 |
|
2018
Q4 | $3.28M | Buy |
+25,000
| New | +$3.28M | 0.85% | 36 |
|