AG
Appleton Group’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $359K | Sell |
1,196
-1,366
| -53% | -$410K | 1.25% | 13 |
|
2023
Q2 | $735K | Sell |
2,562
-270
| -10% | -$77.5K | 1.03% | 9 |
|
2023
Q1 | $600K | Buy |
+2,832
| New | +$600K | 1.17% | 9 |
|
2022
Q2 | – | Sell |
-2,547
| Closed | -$566K | – | 36 |
|
2022
Q1 | $566K | Buy |
2,547
+460
| +22% | +$102K | 0.79% | 12 |
|
2021
Q4 | $702K | Buy |
2,087
+394
| +23% | +$133K | 0.7% | 15 |
|
2021
Q3 | $575K | Sell |
1,693
-287
| -14% | -$97.5K | 0.49% | 15 |
|
2021
Q2 | $688K | Buy |
1,980
+68
| +4% | +$23.6K | 0.53% | 18 |
|
2021
Q1 | $563K | Buy |
+1,912
| New | +$563K | 0.74% | 15 |
|