Aevitas 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 | – | Sell |
-5,597
| Closed | -$1.88M | – | 122 |
|
|
2021
Q4 | $1.88M | Buy |
5,597
+310
| +6% | +$104K | 1.12% | 23 |
|
|
2021
Q3 | $1.79M | Buy |
5,287
+595
| +13% | +$202K | 1.14% | 23 |
|
|
2021
Q2 | $1.63M | Buy |
4,692
+740
| +19% | +$257K | 1.04% | 28 |
|
|
2021
Q1 | $1.16M | Sell |
3,952
-16
| -0.4% | -$4.71K | 0.81% | 38 |
|
|
2020
Q4 | $1.08M | Buy |
3,968
+492
| +14% | +$134K | 0.79% | 34 |
|
|
2020
Q3 | $910K | Buy |
3,476
+580
| +20% | +$152K | 0.75% | 37 |
|
|
2020
Q2 | $658K | Buy |
2,896
+633
| +28% | +$144K | 0.61% | 46 |
|
|
2020
Q1 | $377K | Buy |
2,263
+150
| +7% | +$25K | 0.42% | 67 |
|
|
2019
Q4 | $434K | Buy |
2,113
+373
| +21% | +$76.6K | 0.41% | 66 |
|
|
2019
Q3 | $310K | Buy |
1,740
+702
| +68% | +$125K | 0.31% | 84 |
|
|
2019
Q2 | $200K | Sell |
1,038
-80
| -7% | -$15.4K | 0.2% | 102 |
|
|
2019
Q1 | $186K | Buy |
1,118
+825
| +282% | +$137K | 0.17% | 106 |
|
|
2018
Q4 | $38K | Sell |
293
-546
| -65% | -$70.8K | 0.04% | 199 |
|
|
2018
Q3 | $138K | Hold |
839
| – | – | 0.13% | 122 |
|
|
2018
Q2 | $163K | Buy |
839
+225
| +37% | +$43.7K | 0.16% | 111 |
|
|
2018
Q1 | $98K | Buy |
614
+183
| +42% | +$29.2K | 0.1% | 135 |
|
|
2017
Q4 | $76K | Buy |
+431
| New | +$76K | 0.07% | 155 |
|