AWA
Alta Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
6,756
-113
| -2% | -$83.4K | 2.35% | 9 |
|
|
2025
Q1 | $3.96M | Buy |
6,869
+37
| +0.5% | +$21.3K | 1.82% | 13 |
|
|
2024
Q4 | $4M | Buy |
6,832
+20
| +0.3% | +$11.7K | 1.75% | 13 |
|
|
2024
Q3 | $3.9M | Buy |
6,812
+118
| +2% | +$67.5K | 1.78% | 13 |
|
|
2024
Q2 | $3.38M | Buy |
6,694
+48
| +0.7% | +$24.2K | 1.68% | 14 |
|
|
2024
Q1 | $3.23M | Sell |
6,646
-4
| -0.1% | -$1.94K | 1.64% | 15 |
|
|
2023
Q4 | $2.35M | Buy |
6,650
+87
| +1% | +$30.8K | 1.31% | 17 |
|
|
2023
Q3 | $1.97M | Sell |
6,563
-202
| -3% | -$60.6K | 1.21% | 24 |
|
|
2023
Q2 | $1.94M | Buy |
6,765
+1,419
| +27% | +$407K | 1.14% | 22 |
|
|
2023
Q1 | $1.13M | Buy |
+5,346
| New | +$1.13M | 0.72% | 36 |
|
|
2022
Q4 | – | Sell |
-2,576
| Closed | -$349K | – | 146 |
|
|
2022
Q3 | $349K | Sell |
2,576
-37
| -1% | -$5.01K | 0.25% | 111 |
|
|
2022
Q2 | $421K | Buy |
2,613
+67
| +3% | +$10.8K | 0.29% | 101 |
|
|
2022
Q1 | $566K | Buy |
2,546
+523
| +26% | +$116K | 0.34% | 95 |
|
|
2021
Q4 | $680K | Sell |
2,023
-187
| -8% | -$62.9K | 0.42% | 75 |
|
|
2021
Q3 | $750K | Buy |
2,210
+130
| +6% | +$44.1K | 0.54% | 63 |
|
|
2021
Q2 | $723K | Sell |
2,080
-709
| -25% | -$246K | 0.53% | 68 |
|
|
2021
Q1 | $821K | Buy |
2,789
+51
| +2% | +$15K | 0.69% | 51 |
|
|
2020
Q4 | $748K | Buy |
+2,738
| New | +$748K | 0.63% | 56 |
|