APWM
Atlas Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.61M | Buy |
7,436
+681
| +10% | +$331K | 1.52% | 22 |
|
|
2023
Q4 | $2.39M | Buy |
6,755
+674
| +11% | +$239K | 1.12% | 28 |
|
|
2023
Q3 | $1.83M | Buy |
6,081
+485
| +9% | +$146K | 0.98% | 32 |
|
|
2023
Q2 | $1.61M | Buy |
5,596
+1,014
| +22% | +$291K | 0.85% | 38 |
|
|
2023
Q1 | $971K | Sell |
4,582
-56
| -1% | -$11.9K | 0.58% | 59 |
|
|
2022
Q4 | $558K | Sell |
4,638
-857
| -16% | -$103K | 0.26% | 80 |
|
|
2022
Q3 | $746K | Buy |
5,495
+484
| +10% | +$65.7K | 0.54% | 58 |
|
|
2022
Q2 | $808K | Buy |
5,011
+254
| +5% | +$41K | 0.55% | 59 |
|
|
2022
Q1 | $1.06M | Buy |
4,757
+245
| +5% | +$54.5K | 0.61% | 53 |
|
|
2021
Q4 | $1.52M | Sell |
4,512
-46
| -1% | -$15.5K | 0.85% | 38 |
|
|
2021
Q3 | $1.55M | Sell |
4,558
-589
| -11% | -$200K | 0.95% | 33 |
|
|
2021
Q2 | $1.79M | Buy |
5,147
+312
| +6% | +$109K | 1.1% | 26 |
|
|
2021
Q1 | $1.42M | Sell |
4,835
-168
| -3% | -$49.5K | 0.91% | 32 |
|
|
2020
Q4 | $1.37M | Buy |
5,003
+1
| +0% | +$273 | 0.97% | 33 |
|
|
2020
Q3 | $1.31M | Sell |
5,002
-626
| -11% | -$164K | 1.03% | 29 |
|
|
2020
Q2 | $1.28M | Sell |
5,628
-38
| -0.7% | -$8.63K | 1.03% | 28 |
|
|
2020
Q1 | $945K | Buy |
5,666
+589
| +12% | +$98.2K | 0.87% | 30 |
|
|
2019
Q4 | $1.04M | Buy |
+5,077
| New | +$1.04M | 0.8% | 36 |
|