Willow Creek 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 | $547K | Buy |
741
+59
| +9% | +$43.5K | 0.05% | 94 |
|
|
2025
Q1 | $393K | Hold |
682
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $399K | Sell |
682
-63
| -8% | -$36.9K | 0.04% | 100 |
|
|
2024
Q3 | $426K | Buy |
745
+7
| +0.9% | +$4.01K | 0.04% | 97 |
|
|
2024
Q2 | $372K | Buy |
738
+42
| +6% | +$21.2K | 0.04% | 104 |
|
|
2024
Q1 | $338K | Sell |
696
-5
| -0.7% | -$2.43K | 0.04% | 115 |
|
|
2023
Q4 | $248K | Buy |
+701
| New | +$248K | 0.03% | 123 |
|
|
2023
Q3 | – | Sell |
-905
| Closed | -$260K | – | 136 |
|
|
2023
Q2 | $260K | Buy |
+905
| New | +$260K | 0.04% | 122 |
|
|
2022
Q1 | – | Sell |
-760
| Closed | -$256K | – | 123 |
|
|
2021
Q4 | $256K | Sell |
760
-2
| -0.3% | -$674 | 0.05% | 108 |
|
|
2021
Q3 | $259K | Sell |
762
-141
| -16% | -$47.9K | 0.06% | 98 |
|
|
2021
Q2 | $314K | Buy |
903
+30
| +3% | +$10.4K | 0.07% | 83 |
|
|
2021
Q1 | $257K | Sell |
873
-120
| -12% | -$35.3K | 0.09% | 79 |
|
|
2020
Q4 | $271K | Buy |
993
+25
| +3% | +$6.82K | 0.1% | 75 |
|
|
2020
Q3 | $254K | Sell |
968
-113
| -10% | -$29.7K | 0.1% | 67 |
|
|
2020
Q2 | $245K | Sell |
1,081
-1,093
| -50% | -$248K | 0.11% | 63 |
|
|
2020
Q1 | $363K | Sell |
2,174
-89
| -4% | -$14.9K | 0.18% | 38 |
|
|
2019
Q4 | $464K | Buy |
2,263
+1,092
| +93% | +$224K | 0.21% | 38 |
|
|
2019
Q3 | $209K | Buy |
1,171
+90
| +8% | +$16.1K | 0.1% | 81 |
|
|
2019
Q2 | $209K | Buy |
+1,081
| New | +$209K | 0.1% | 78 |
|
|
2018
Q3 | – | Sell |
-1,114
| Closed | -$216K | – | 75 |
|
|
2018
Q2 | $216K | Sell |
1,114
-261
| -19% | -$50.6K | 0.12% | 63 |
|
|
2018
Q1 | $220K | Buy |
+1,375
| New | +$220K | 0.12% | 64 |
|