AW
Alaethes Wealth’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
8,141
+84
| +1% | +$62K | 1.79% | 12 |
|
|
2025
Q1 | $4.64M | Buy |
8,057
+151
| +2% | +$87K | 1.7% | 11 |
|
|
2024
Q4 | $4.63M | Buy |
7,906
+62
| +0.8% | +$36.3K | 1.65% | 12 |
|
|
2024
Q3 | $4.49M | Buy |
7,844
+321
| +4% | +$184K | 1.66% | 11 |
|
|
2024
Q2 | $3.79M | Sell |
7,523
-23
| -0.3% | -$11.6K | 1.57% | 12 |
|
|
2024
Q1 | $3.66M | Sell |
7,546
-18
| -0.2% | -$8.74K | 1.6% | 13 |
|
|
2023
Q4 | $2.68M | Sell |
7,564
-111
| -1% | -$39.3K | 1.27% | 17 |
|
|
2023
Q3 | $2.3M | Buy |
7,675
+448
| +6% | +$134K | 1.26% | 16 |
|
|
2023
Q2 | $2.07M | Sell |
7,227
-569
| -7% | -$163K | 1.14% | 18 |
|
|
2023
Q1 | $1.65M | Buy |
7,796
+861
| +12% | +$182K | 0.97% | 29 |
|
|
2022
Q4 | $835K | Sell |
6,935
-430
| -6% | -$51.7K | 0.57% | 74 |
|
|
2022
Q3 | $999K | Buy |
7,365
+307
| +4% | +$41.6K | 0.73% | 56 |
|
|
2022
Q2 | $1.14M | Sell |
7,058
-1,374
| -16% | -$222K | 0.84% | 42 |
|
|
2022
Q1 | $1.88M | Buy |
8,432
+1,170
| +16% | +$260K | 1.19% | 17 |
|
|
2021
Q4 | $2.44M | Buy |
7,262
+1,303
| +22% | +$438K | 1.54% | 10 |
|
|
2021
Q3 | $2.02M | Buy |
5,959
+184
| +3% | +$62.4K | 1.47% | 12 |
|
|
2021
Q2 | $2.01M | Buy |
5,775
+58
| +1% | +$20.2K | 1.55% | 11 |
|
|
2021
Q1 | $1.68M | Buy |
+5,717
| New | +$1.68M | 1.56% | 15 |
|