Zimmermann Investment Management & Planning’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,006
| Closed | -$1.15M | – | 83 |
|
|
2024
Q3 | $1.15M | Buy |
2,006
+119
| +6% | +$68.1K | 0.35% | 60 |
|
|
2024
Q2 | $952K | Buy |
1,887
+903
| +92% | +$455K | 0.32% | 57 |
|
|
2024
Q1 | $478K | Buy |
984
+225
| +30% | +$109K | 0.17% | 85 |
|
|
2023
Q4 | $269K | Sell |
759
-24
| -3% | -$8.5K | 0.11% | 103 |
|
|
2023
Q3 | $235K | Buy |
783
+13
| +2% | +$3.9K | 0.11% | 95 |
|
|
2023
Q2 | $221K | Buy |
+770
| New | +$221K | 0.1% | 100 |
|