AWA
Acorn Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
1,588
+283
| +22% | +$209K | 0.44% | 55 |
|
|
2025
Q1 | $752K | Buy |
1,305
+7
| +0.5% | +$4.04K | 0.31% | 72 |
|
|
2024
Q4 | $760K | Buy |
1,298
+44
| +4% | +$25.8K | 0.31% | 71 |
|
|
2024
Q3 | $718K | Buy |
1,254
+18
| +1% | +$10.3K | 0.31% | 71 |
|
|
2024
Q2 | $623K | Buy |
1,236
+86
| +7% | +$43.4K | 0.31% | 71 |
|
|
2024
Q1 | $558K | Sell |
1,150
-24
| -2% | -$11.7K | 0.29% | 75 |
|
|
2023
Q4 | $416K | Sell |
1,174
-153
| -12% | -$54.2K | 0.25% | 93 |
|
|
2023
Q3 | $398K | Sell |
1,327
-24
| -2% | -$7.21K | 0.27% | 87 |
|
|
2023
Q2 | $388K | Hold |
1,351
| – | – | 0.26% | 96 |
|
|
2023
Q1 | $286K | Buy |
+1,351
| New | +$286K | 0.21% | 118 |
|
|
2022
Q4 | – | Sell |
-1,498
| Closed | -$203K | – | 164 |
|
|
2022
Q3 | $203K | Buy |
1,498
+29
| +2% | +$3.93K | 0.17% | 147 |
|
|
2022
Q2 | $237K | Sell |
1,469
-10
| -0.7% | -$1.61K | 0.19% | 139 |
|
|
2022
Q1 | $329K | Buy |
1,479
+10
| +0.7% | +$2.22K | 0.23% | 114 |
|
|
2021
Q4 | $494K | Hold |
1,469
| – | – | 0.31% | 76 |
|
|
2021
Q3 | $499K | Sell |
1,469
-24
| -2% | -$8.15K | 0.35% | 69 |
|
|
2021
Q2 | $519K | Hold |
1,493
| – | – | 0.36% | 67 |
|
|
2021
Q1 | $440K | Hold |
1,493
| – | – | 0.32% | 76 |
|
|
2020
Q4 | $408K | Sell |
1,493
-362
| -20% | -$98.9K | 0.32% | 74 |
|
|
2020
Q3 | $486K | Buy |
1,855
+222
| +14% | +$58.2K | 0.43% | 52 |
|
|
2020
Q2 | $371K | Sell |
1,633
-278
| -15% | -$63.2K | 0.35% | 57 |
|
|
2020
Q1 | $308K | Buy |
1,911
+183
| +11% | +$29.5K | 0.35% | 59 |
|
|
2019
Q4 | $370K | Hold |
1,728
| – | – | 0.31% | 66 |
|
|
2019
Q3 | $334K | Buy |
1,728
+67
| +4% | +$13K | 0.29% | 73 |
|
|
2019
Q2 | $316K | Sell |
1,661
-26
| -2% | -$4.95K | 0.29% | 71 |
|
|
2019
Q1 | $302K | Hold |
1,687
| – | – | 0.27% | 76 |
|
|
2018
Q4 | $240K | Hold |
1,687
| – | – | 0.25% | 92 |
|
|
2018
Q3 | $255K | Hold |
1,687
| – | – | 0.25% | 94 |
|
|
2018
Q2 | $332K | Sell |
1,687
-50
| -3% | -$9.84K | 0.28% | 65 |
|
|
2018
Q1 | $303K | Buy |
1,737
+28
| +2% | +$4.88K | 0.26% | 76 |
|
|
2017
Q4 | $322K | Buy |
+1,709
| New | +$322K | 0.29% | 66 |
|