AWM
Affinity Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
941
-4
| -0.4% | -$2.95K | 0.11% | 53 |
|
|
2025
Q1 | $545K | Sell |
945
-15
| -2% | -$8.65K | 0.1% | 53 |
|
|
2024
Q4 | $562K | Buy |
960
+1
| +0.1% | +$586 | 0.1% | 55 |
|
|
2024
Q3 | $549K | Hold |
959
| – | – | 0.1% | 58 |
|
|
2024
Q2 | $484K | Buy |
959
+12
| +1% | +$6.05K | 0.09% | 58 |
|
|
2024
Q1 | $460K | Sell |
947
-61
| -6% | -$29.6K | 0.09% | 61 |
|
|
2023
Q4 | $357K | Hold |
1,008
| – | – | 0.07% | 67 |
|
|
2023
Q3 | $303K | Hold |
1,008
| – | – | 0.07% | 75 |
|
|
2023
Q2 | $289K | Buy |
1,008
+61
| +6% | +$17.5K | 0.07% | 79 |
|
|
2023
Q1 | $201K | Buy |
+947
| New | +$201K | 0.05% | 109 |
|
|
2022
Q2 | – | Sell |
-1,192
| Closed | -$255K | – | 109 |
|
|
2022
Q1 | $255K | Sell |
1,192
-9
| -0.7% | -$1.93K | 0.05% | 89 |
|
|
2021
Q4 | $385K | Buy |
1,201
+318
| +36% | +$102K | 0.08% | 72 |
|
|
2021
Q3 | $289K | Hold |
883
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $306K | Hold |
883
| – | – | 0.06% | 80 |
|
|
2021
Q1 | $265K | Hold |
883
| – | – | 0.05% | 81 |
|
|
2020
Q4 | $231K | Hold |
883
| – | – | 0.05% | 84 |
|
|
2020
Q3 | $226K | Buy |
+883
| New | +$226K | 0.06% | 69 |
|
|
2020
Q1 | – | Sell |
-1,325
| Closed | -$272K | – | 84 |
|
|
2019
Q4 | $272K | Buy |
+1,325
| New | +$272K | 0.1% | 79 |
|
|
2019
Q3 | – | Sell |
-1,227
| Closed | -$237K | – | 106 |
|
|
2019
Q2 | $237K | Sell |
1,227
-113
| -8% | -$21.8K | 0.09% | 90 |
|
|
2019
Q1 | $223K | Buy |
+1,340
| New | +$223K | 0.09% | 96 |
|
|
2017
Q3 | $437K | Buy |
2,558
+374
| +17% | +$63.9K | 0.27% | 33 |
|
|
2017
Q2 | $330K | Buy |
2,184
+54
| +3% | +$8.16K | 0.21% | 39 |
|
|
2017
Q1 | $302K | Sell |
2,130
-8
| -0.4% | -$1.13K | 0.17% | 44 |
|
|
2016
Q4 | $246K | Hold |
2,138
| – | – | 0.14% | 51 |
|
|
2016
Q3 | $274K | Hold |
2,138
| – | – | 0.18% | 45 |
|
|
2016
Q2 | $244K | Buy |
+2,138
| New | +$244K | 0.17% | 42 |
|