Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $504K | Sell |
880
-25
| -3% | -$14.3K | 0.27% | 59 |
|
|
2024
Q2 | $456K | Buy |
905
+1
| +0.1% | +$504 | 0.26% | 61 |
|
|
2024
Q1 | $439K | Sell |
904
-49
| -5% | -$23.8K | 0.27% | 63 |
|
|
2023
Q4 | $337K | Hold |
953
| – | – | 0.23% | 66 |
|
|
2023
Q3 | $286K | Sell |
953
-78
| -8% | -$23.4K | 0.22% | 69 |
|
|
2023
Q2 | $296K | Hold |
1,031
| – | – | 0.22% | 64 |
|
|
2023
Q1 | $219K | Buy |
+1,031
| New | +$219K | 0.18% | 83 |
|
|
2022
Q3 | – | Sell |
-1,268
| Closed | -$204K | – | 183 |
|
|
2022
Q2 | $204K | Buy |
1,268
+65
| +5% | +$10.5K | 0.19% | 85 |
|
|
2022
Q1 | $267K | Buy |
1,203
+450
| +60% | +$99.9K | 0.21% | 78 |
|
|
2021
Q4 | $253K | Buy |
+753
| New | +$253K | 0.21% | 76 |
|