Adams Chetwood Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$1.17M Hold
5,256
0.66% 30
2021
Q4
$1.77M Sell
5,256
-31
-0.6% -$10.3K 1.2% 20
2021
Q3
$1.79M Sell
5,287
-425
-7% -$153K 1.3% 19
2021
Q2
$1.99M Hold
5,712
1.4% 19
2021
Q1
$1.68M Hold
5,712
1.28% 18
2020
Q4
$1.56M Hold
5,712
1.29% 15
2020
Q3
$1.5M Sell
5,712
-50
-0.9% -$12.9K 1.44% 14
2020
Q2
$1.31M Buy
5,762
+850
+17% +$177K 1.33% 15
2020
Q1
$1.04M Buy
4,912
+2,150
+78% +$421K 1.22% 16
2019
Q4
$567K Buy
+2,762
New +$535K 0.58% 32

Other funds holding META

Adams Chetwood Wealth Management's META Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q1 2022 at 5,256 shares worth $1.17M. The position accounts for 0.66% of the portfolio, ranked #30.

Adams Chetwood Wealth Management first reported a position in META in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Adams Chetwood Wealth Management held 5,256 shares of Meta Platforms (Facebook) worth $1.17M as of Q1 2022.
  • Adams Chetwood Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q1 2022.
  • Meta Platforms (Facebook) made up 0.66% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #30 holding.
  • Adams Chetwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 10 quarters since.
  • Adams Chetwood Wealth Management's Meta Platforms (Facebook) position peaked at $1.99M in Q2 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.