AWA
Amplius 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 | $1.89M | Buy |
2,559
+70
| +3% | +$51.7K | 0.18% | 60 |
|
|
2025
Q1 | $1.43M | Sell |
2,489
-230
| -8% | -$133K | 0.15% | 62 |
|
|
2024
Q4 | $1.59M | Buy |
2,719
+40
| +1% | +$23.4K | 0.16% | 58 |
|
|
2024
Q3 | $1.53M | Buy |
2,679
+35
| +1% | +$20K | 0.17% | 59 |
|
|
2024
Q2 | $1.33M | Buy |
2,644
+17
| +0.6% | +$8.57K | 0.15% | 65 |
|
|
2024
Q1 | $1.28M | Sell |
2,627
-20
| -0.8% | -$9.71K | 0.14% | 64 |
|
|
2023
Q4 | $937K | Buy |
2,647
+188
| +8% | +$66.5K | 0.11% | 65 |
|
|
2023
Q3 | $738K | Sell |
2,459
-380
| -13% | -$114K | 0.1% | 77 |
|
|
2023
Q2 | $815K | Buy |
2,839
+143
| +5% | +$41K | 0.11% | 73 |
|
|
2023
Q1 | $571K | Sell |
2,696
-133
| -5% | -$28.2K | 0.08% | 87 |
|
|
2022
Q4 | $340K | Buy |
2,829
+88
| +3% | +$10.6K | 0.05% | 109 |
|
|
2022
Q3 | $372K | Sell |
2,741
-215
| -7% | -$29.2K | 0.07% | 104 |
|
|
2022
Q2 | $476K | Sell |
2,956
-102
| -3% | -$16.4K | 0.08% | 90 |
|
|
2022
Q1 | $679K | Sell |
3,058
-92
| -3% | -$20.4K | 0.1% | 84 |
|
|
2021
Q4 | $1.06M | Buy |
+3,150
| New | +$1.06M | 0.15% | 67 |
|