Williams Jones Wealth Management’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	$12.4M	Sell	16,837 -6,252	-27%	-$4.61M	0.15%	89
2025 Q1	$13.3M	Buy	23,089 +5,986	+35%	+$3.45M	0.17%	80
2024 Q4	$10M	Buy	17,103 +3,121	+22%	+$1.83M	0.12%	101
2024 Q3	$8M	Buy	13,982 +6,365	+84%	+$3.64M	0.09%	119
2024 Q2	$3.84M	Buy	7,617 +1,829	+32%	+$922K	0.05%	148
2024 Q1	$2.81M	Sell	5,788 -253	-4%	-$123K	0.04%	165
2023 Q4	$2.14M	Buy	6,041 +1,256	+26%	+$445K	0.03%	189
2023 Q3	$1.44M	Buy	4,785 +610	+15%	+$183K	0.02%	224
2023 Q2	$1.2M	Buy	4,175 +575	+16%	+$165K	0.02%	239
2023 Q1	$763K	Sell	3,600 -2,957	-45%	-$627K	0.01%	308
2022 Q4	$789K	Sell	6,557 -119,212	-95%	-$14.3M	0.01%	299
2022 Q3	$17.1M	Sell	125,769 -6,773	-5%	-$919K	0.3%	67
2022 Q2	$21.4M	Sell	132,542 -3,453	-3%	-$557K	0.35%	61
2022 Q1	$30.2M	Sell	135,995 -43,066	-24%	-$9.58M	0.42%	52
2021 Q4	$60.2M	Sell	179,061 -4,744	-3%	-$1.6M	0.75%	37
2021 Q3	$62.4M	Sell	183,805 -5,056	-3%	-$1.72M	0.87%	35
2021 Q2	$65.7M	Sell	188,861 -1,414	-0.7%	-$492K	0.92%	34
2021 Q1	$56M	Sell	190,275 -879	-0.5%	-$259K	0.88%	35
2020 Q4	$52.2M	Sell	191,154 -2,294	-1%	-$627K	0.85%	35
2020 Q3	$50.7M	Sell	193,448 -6,473	-3%	-$1.7M	0.94%	33
2020 Q2	$45.4M	Buy	199,921 +47,050	+31%	+$10.7M	0.93%	35
2020 Q1	$25.5M	Sell	152,871 -7,288	-5%	-$1.22M	0.67%	40
2019 Q4	$32.9M	Sell	160,159 -3,542	-2%	-$727K	0.63%	47
2019 Q3	$29.2M	Buy	+163,701	New	+$29.2M	0.6%	50