Whelan Financial’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 | $2.62M | Buy |
3,552
+233
| +7% | +$172K | 0.95% | 13 |
|
|
2025
Q1 | $1.91M | Buy |
3,319
+388
| +13% | +$224K | 0.74% | 13 |
|
|
2024
Q4 | $1.72M | Buy |
2,931
+508
| +21% | +$297K | 0.67% | 17 |
|
|
2024
Q3 | $1.39M | Buy |
2,423
+143
| +6% | +$81.9K | 0.57% | 17 |
|
|
2024
Q2 | $1.15M | Buy |
2,280
+19
| +0.8% | +$9.58K | 0.51% | 18 |
|
|
2024
Q1 | $1.1M | Buy |
2,261
+399
| +21% | +$194K | 0.5% | 17 |
|
|
2023
Q4 | $659K | Sell |
1,862
-339
| -15% | -$120K | 0.31% | 18 |
|
|
2023
Q3 | $661K | Buy |
2,201
+187
| +9% | +$56.1K | 0.35% | 16 |
|
|
2023
Q2 | $578K | Hold |
2,014
| – | – | 0.3% | 18 |
|
|
2023
Q1 | $427K | Sell |
2,014
-3
| -0.1% | -$636 | 0.24% | 21 |
|
|
2022
Q4 | $243K | Sell |
2,017
-5
| -0.2% | -$602 | 0.15% | 26 |
|
|
2022
Q3 | $274K | Hold |
2,022
| – | – | 0.19% | 21 |
|
|
2022
Q2 | $326K | Buy |
+2,022
| New | +$326K | 0.22% | 18 |
|