Altium 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
Q2
$3.95M Buy
24,517
+608
+3% +$98K 0.28% 48
2022
Q1
$5.32M Buy
23,909
+513
+2% +$114K 0.34% 39
2021
Q4
$7.87M Buy
23,396
+1,419
+6% +$477K 0.51% 28
2021
Q3
$7.46M Buy
21,977
+552
+3% +$187K 0.53% 27
2021
Q2
$7.45M Buy
21,425
+413
+2% +$144K 0.55% 24
2021
Q1
$6.19M Buy
21,012
+890
+4% +$262K 0.5% 25
2020
Q4
$5.5M Buy
20,122
+1,886
+10% +$515K 0.49% 26
2020
Q3
$4.78M Buy
18,236
+456
+3% +$119K 0.5% 28
2020
Q2
$4.04M Buy
17,780
+1,677
+10% +$381K 0.45% 29
2020
Q1
$2.69M Buy
16,103
+1,876
+13% +$313K 0.37% 36
2019
Q4
$2.92M Buy
14,227
+1,273
+10% +$261K 0.35% 35
2019
Q3
$2.31M Buy
12,954
+1,172
+10% +$209K 0.31% 42
2019
Q2
$2.27M Buy
11,782
+1,274
+12% +$246K 0.33% 41
2019
Q1
$1.75M Buy
10,508
+1,099
+12% +$183K 0.28% 52
2018
Q4
$1.23M Buy
9,409
+1,151
+14% +$151K 0.24% 61
2018
Q3
$1.36M Buy
8,258
+653
+9% +$107K 0.26% 59
2018
Q2
$1.48M Buy
7,605
+4,241
+126% +$824K 0.39% 46
2018
Q1
$537K Buy
3,364
+525
+18% +$83.8K 0.21% 79
2017
Q4
$501K Buy
+2,839
New +$501K 0.23% 78