AWE
Avidian Wealth Enterprises’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
15,300
+312
| +2% | +$230K | 0.46% | 38 |
|
|
2025
Q1 | $8.64M | Buy |
14,988
+270
| +2% | +$156K | 0.38% | 45 |
|
|
2024
Q4 | $8.62M | Buy |
14,718
+1,210
| +9% | +$708K | 0.39% | 43 |
|
|
2024
Q3 | $7.73M | Buy |
13,508
+392
| +3% | +$224K | 0.35% | 51 |
|
|
2024
Q2 | $6.61M | Buy |
13,116
+3,955
| +43% | +$1.99M | 0.27% | 54 |
|
|
2024
Q1 | $4.45M | Buy |
9,161
+103
| +1% | +$50K | 0.22% | 67 |
|
|
2023
Q4 | $3.21M | Buy |
9,058
+438
| +5% | +$155K | 0.2% | 78 |
|
|
2023
Q3 | $2.59M | Buy |
8,620
+525
| +6% | +$158K | 0.18% | 89 |
|
|
2023
Q2 | $2.32M | Sell |
8,095
-442
| -5% | -$127K | 0.15% | 103 |
|
|
2023
Q1 | $1.81M | Buy |
8,537
+130
| +2% | +$27.6K | 0.1% | 144 |
|
|
2022
Q4 | $1.01M | Sell |
8,407
-2,860
| -25% | -$344K | 0.07% | 176 |
|
|
2022
Q3 | $1.53M | Sell |
11,267
-121
| -1% | -$16.4K | 0.11% | 121 |
|
|
2022
Q2 | $1.84M | Sell |
11,388
-188
| -2% | -$30.3K | 0.13% | 118 |
|
|
2022
Q1 | $2.57M | Sell |
11,576
-870
| -7% | -$193K | 0.16% | 100 |
|
|
2021
Q4 | $4.19M | Buy |
12,446
+5,003
| +67% | +$1.68M | 0.26% | 74 |
|
|
2021
Q3 | $2.53M | Buy |
7,443
+136
| +2% | +$46.2K | 0.19% | 82 |
|
|
2021
Q2 | $2.54M | Buy |
7,307
+276
| +4% | +$96K | 0.2% | 83 |
|
|
2021
Q1 | $2.07M | Buy |
7,031
+207
| +3% | +$61K | 0.18% | 84 |
|
|
2020
Q4 | $1.86M | Sell |
6,824
-907
| -12% | -$248K | 0.18% | 80 |
|
|
2020
Q3 | $2.03M | Buy |
7,731
+439
| +6% | +$115K | 0.23% | 67 |
|
|
2020
Q2 | $1.66M | Sell |
7,292
-1,230
| -14% | -$279K | 0.22% | 69 |
|
|
2020
Q1 | $1.42M | Sell |
8,522
-278
| -3% | -$46.4K | 0.23% | 58 |
|
|
2019
Q4 | $1.81M | Buy |
8,800
+1,939
| +28% | +$398K | 0.26% | 42 |
|
|
2019
Q3 | $1.22M | Buy |
6,861
+1,262
| +23% | +$225K | 0.2% | 44 |
|
|
2019
Q2 | $1.08M | Buy |
5,599
+519
| +10% | +$100K | 0.26% | 37 |
|
|
2019
Q1 | $847K | Buy |
5,080
+604
| +13% | +$101K | 0.19% | 45 |
|
|
2018
Q4 | $587K | Buy |
4,476
+61
| +1% | +$8K | 0.2% | 40 |
|
|
2018
Q3 | $727K | Buy |
4,415
+1,821
| +70% | +$300K | 0.23% | 43 |
|
|
2018
Q2 | $504K | Buy |
2,594
+350
| +16% | +$68K | 0.16% | 53 |
|
|
2018
Q1 | $359K | Sell |
2,244
-3,151
| -58% | -$504K | 0.12% | 61 |
|
|
2017
Q4 | $952 | Buy |
+5,395
| New | +$952 | 0.25% | 32 |
|
|
2017
Q1 | – | Sell |
-1,964
| Closed | -$226K | – | 94 |
|
|
2016
Q4 | $226K | Sell |
1,964
-46
| -2% | -$5.29K | 0.1% | 73 |
|
|
2016
Q3 | $258K | Buy |
+2,010
| New | +$258K | 0.1% | 61 |
|