Wolf Group Capital Advisors’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
Q1
$1.18M Buy
+2,049
New +$1.18M 0.4% 78
2024
Q3
Sell
-1,897
Closed -$957K 125
2024
Q2
$957K Buy
+1,897
New +$957K 0.38% 76
2021
Q1
Sell
-6,957
Closed -$1.9M 103
2020
Q4
$1.9M Sell
6,957
-7
-0.1% -$1.91K 1.18% 30
2020
Q3
$1.82M Sell
6,964
-44
-0.6% -$11.5K 1.27% 28
2020
Q2
$1.59M Buy
7,008
+250
+4% +$56.8K 1.19% 31
2020
Q1
$1.13M Buy
6,758
+117
+2% +$19.5K 0.94% 40
2019
Q4
$1.36M Buy
6,641
+1,159
+21% +$238K 0.9% 43
2019
Q3
$976K Sell
5,482
-10
-0.2% -$1.78K 0.67% 49
2019
Q2
$1.06M Sell
5,492
-193
-3% -$37.3K 0.73% 44
2019
Q1
$948K Sell
5,685
-5
-0.1% -$834 0.65% 47
2018
Q4
$746K Buy
5,690
+40
+0.7% +$5.24K 0.56% 52
2018
Q3
$929K Buy
+5,650
New +$929K 0.61% 57