AmeriServ Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Hold |
639
| – | – | 0.23% | 37 |
|
|
2025
Q1 | $368K | Sell |
639
-1
| -0.2% | -$576 | 0.21% | 43 |
|
|
2024
Q4 | $375K | Buy |
+640
| New | +$375K | 0.2% | 44 |
|
|
2022
Q2 | – | Sell |
-1,395
| Closed | -$310K | – | 65 |
|
|
2022
Q1 | $310K | Buy |
1,395
+239
| +21% | +$53.1K | 0.23% | 54 |
|
|
2021
Q4 | $389K | Hold |
1,156
| – | – | 0.27% | 44 |
|
|
2021
Q3 | $392K | Sell |
1,156
-40
| -3% | -$13.6K | 0.3% | 44 |
|
|
2021
Q2 | $416K | Sell |
1,196
-619
| -34% | -$215K | 0.32% | 44 |
|
|
2021
Q1 | $535K | Sell |
1,815
-545
| -23% | -$161K | 0.46% | 36 |
|
|
2020
Q4 | $645K | Buy |
+2,360
| New | +$645K | 0.63% | 32 |
|
|
2019
Q1 | – | Sell |
-1,937
| Closed | -$254K | – | 73 |
|
|
2018
Q4 | $254K | Sell |
1,937
-6,691
| -78% | -$877K | 0.64% | 51 |
|
|
2018
Q3 | $1.42M | Buy |
8,628
+1,439
| +20% | +$237K | 1.77% | 14 |
|
|
2018
Q2 | $1.4M | Sell |
7,189
-2
| -0% | -$389 | 1.88% | 12 |
|
|
2018
Q1 | $1.15M | Buy |
7,191
+1,158
| +19% | +$185K | 1.3% | 15 |
|
|
2017
Q4 | $1.07M | Buy |
+6,033
| New | +$1.07M | 1.03% | 18 |
|
|
2016
Q4 | – | Sell |
-5,173
| Closed | -$664K | – | 62 |
|
|
2016
Q3 | $664K | Buy |
+5,173
| New | +$664K | 0.84% | 29 |
|