9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.93M | Buy |
3,365
+10
| +0.3% | +$5.72K | 0.28% | 71 |
|
|
2024
Q2 | $1.69M | Buy |
3,355
+102
| +3% | +$51.4K | 0.26% | 79 |
|
|
2024
Q1 | $1.58M | Sell |
3,253
-740
| -19% | -$359K | 0.25% | 83 |
|
|
2023
Q4 | $1.41M | Buy |
3,993
+1,594
| +66% | +$564K | 0.25% | 81 |
|
|
2023
Q3 | $720K | Buy |
2,399
+520
| +28% | +$156K | 0.14% | 139 |
|
|
2023
Q2 | $539K | Sell |
1,879
-73
| -4% | -$21K | 0.1% | 173 |
|
|
2023
Q1 | $414K | Sell |
1,952
-86
| -4% | -$18.2K | 0.08% | 205 |
|
|
2022
Q4 | $245K | Sell |
2,038
-527
| -21% | -$63.4K | 0.05% | 274 |
|
|
2022
Q3 | $348K | Sell |
2,565
-983
| -28% | -$133K | 0.09% | 218 |
|
|
2022
Q2 | $572K | Buy |
3,548
+478
| +16% | +$77.1K | 0.15% | 158 |
|
|
2022
Q1 | $683K | Buy |
3,070
+42
| +1% | +$9.34K | 0.16% | 148 |
|
|
2021
Q4 | $1.02M | Sell |
3,028
-5
| -0.2% | -$1.68K | 0.23% | 101 |
|
|
2021
Q3 | $1.03M | Sell |
3,033
-218
| -7% | -$74K | 0.27% | 85 |
|
|
2021
Q2 | $1.13M | Sell |
3,251
-227
| -7% | -$78.9K | 0.3% | 73 |
|
|
2021
Q1 | $1.02M | Sell |
3,478
-358
| -9% | -$105K | 0.31% | 77 |
|
|
2020
Q4 | $1.05M | Sell |
3,836
-44
| -1% | -$12K | 0.34% | 65 |
|
|
2020
Q3 | $1.02M | Sell |
3,880
-43
| -1% | -$11.3K | 0.39% | 57 |
|
|
2020
Q2 | $891K | Buy |
3,923
+66
| +2% | +$15K | 0.36% | 72 |
|
|
2020
Q1 | $723K | Buy |
3,857
+1
| +0% | +$187 | 0.32% | 88 |
|
|
2019
Q4 | $791K | Buy |
3,856
+2,126
| +123% | +$436K | 0.29% | 99 |
|
|
2019
Q3 | $308K | Buy |
1,730
+16
| +0.9% | +$2.85K | 0.24% | 129 |
|
|
2019
Q2 | $331K | Buy |
1,714
+466
| +37% | +$90K | 0.27% | 122 |
|
|
2019
Q1 | $208K | Buy |
+1,248
| New | +$208K | 0.18% | 151 |
|