Winthrop Advisory Group’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 | $5.53M | Buy |
7,489
+1,140
| +18% | +$841K | 0.53% | 28 |
|
|
2025
Q1 | $3.66M | Sell |
6,349
-751
| -11% | -$433K | 0.44% | 29 |
|
|
2024
Q4 | $4.16M | Buy |
7,100
+153
| +2% | +$89.6K | 0.5% | 28 |
|
|
2024
Q3 | $3.98M | Buy |
6,947
+1,075
| +18% | +$615K | 0.49% | 28 |
|
|
2024
Q2 | $2.96M | Sell |
5,872
-9
| -0.2% | -$4.54K | 0.4% | 33 |
|
|
2024
Q1 | $2.86M | Buy |
5,881
+63
| +1% | +$30.6K | 0.41% | 32 |
|
|
2023
Q4 | $2.06M | Buy |
5,818
+1,396
| +32% | +$494K | 0.32% | 39 |
|
|
2023
Q3 | $1.33M | Buy |
4,422
+55
| +1% | +$16.5K | 0.22% | 43 |
|
|
2023
Q2 | $1.25M | Sell |
4,367
-20
| -0.5% | -$5.74K | 0.2% | 47 |
|
|
2023
Q1 | $930K | Sell |
4,387
-345
| -7% | -$73.1K | 0.16% | 51 |
|
|
2022
Q4 | $569K | Sell |
4,732
-209
| -4% | -$25.2K | 0.11% | 66 |
|
|
2022
Q3 | $670K | Sell |
4,941
-125
| -2% | -$17K | 0.14% | 53 |
|
|
2022
Q2 | $817K | Buy |
5,066
+168
| +3% | +$27.1K | 0.19% | 46 |
|
|
2022
Q1 | $1.09M | Buy |
4,898
+975
| +25% | +$217K | 0.23% | 40 |
|
|
2021
Q4 | $1.32M | Buy |
3,923
+112
| +3% | +$37.7K | 0.27% | 38 |
|
|
2021
Q3 | $1.29M | Sell |
3,811
-280
| -7% | -$95K | 0.29% | 38 |
|
|
2021
Q2 | $1.42M | Sell |
4,091
-188
| -4% | -$65.4K | 0.32% | 32 |
|
|
2021
Q1 | $1.26M | Sell |
4,279
-10
| -0.2% | -$2.95K | 0.31% | 34 |
|
|
2020
Q4 | $1.17M | Buy |
4,289
+119
| +3% | +$32.5K | 0.31% | 35 |
|
|
2020
Q3 | $1.11M | Buy |
4,170
+586
| +16% | +$156K | 0.34% | 30 |
|
|
2020
Q2 | $851K | Buy |
3,584
+175
| +5% | +$41.6K | 0.3% | 34 |
|
|
2020
Q1 | $569K | Sell |
3,409
-35
| -1% | -$5.84K | 0.23% | 40 |
|
|
2019
Q4 | $707K | Buy |
3,444
+64
| +2% | +$13.1K | 0.25% | 44 |
|
|
2019
Q3 | $602K | Buy |
3,380
+91
| +3% | +$16.2K | 0.24% | 43 |
|
|
2019
Q2 | $635K | Sell |
3,289
-2,360
| -42% | -$456K | 0.27% | 42 |
|
|
2019
Q1 | $950K | Sell |
5,649
-154
| -3% | -$25.9K | 0.42% | 32 |
|
|
2018
Q4 | $761K | Buy |
5,803
+180
| +3% | +$23.6K | 0.39% | 33 |
|
|
2018
Q3 | $925K | Buy |
5,623
+1,861
| +49% | +$306K | 0.52% | 26 |
|
|
2018
Q2 | $731K | Sell |
3,762
-100
| -3% | -$19.4K | 0.48% | 30 |
|
|
2018
Q1 | $617K | Buy |
3,862
+706
| +22% | +$113K | 0.43% | 30 |
|
|
2017
Q4 | $592K | Buy |
+3,156
| New | +$592K | 0.42% | 38 |
|