Adams Chetwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.17M | Hold |
5,256
| – | – | 0.66% | 30 |
|
|
2021
Q4 | $1.77M | Sell |
5,256
-31
| -0.6% | -$10.4K | 1.2% | 20 |
|
|
2021
Q3 | $1.79M | Sell |
5,287
-425
| -7% | -$144K | 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% | -$13.1K | 1.44% | 14 |
|
|
2020
Q2 | $1.31M | Buy |
5,762
+850
| +17% | +$193K | 1.33% | 15 |
|
|
2020
Q1 | $1.04M | Buy |
4,912
+2,150
| +78% | +$457K | 1.22% | 16 |
|
|
2019
Q4 | $567K | Buy |
+2,762
| New | +$567K | 0.58% | 32 |
|