AWM
Avior Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
21,047
+2,822
| +15% | +$2.08M | 0.54% | 44 |
|
|
2025
Q1 | $10.5M | Sell |
18,225
-4,062
| -18% | -$2.34M | 0.4% | 53 |
|
|
2024
Q4 | $13M | Sell |
22,287
-1,316
| -6% | -$771K | 0.48% | 45 |
|
|
2024
Q3 | $13.5M | Sell |
23,603
-205
| -0.9% | -$117K | 0.54% | 43 |
|
|
2024
Q2 | $12M | Sell |
23,808
-1,099
| -4% | -$554K | 0.52% | 43 |
|
|
2024
Q1 | $12.1M | Buy |
24,907
+792
| +3% | +$385K | 0.56% | 38 |
|
|
2023
Q4 | $8.54M | Buy |
24,115
+118
| +0.5% | +$41.8K | 0.52% | 44 |
|
|
2023
Q3 | $7.2M | Sell |
23,997
-890
| -4% | -$267K | 0.49% | 46 |
|
|
2023
Q2 | $7.14M | Sell |
24,887
-856
| -3% | -$246K | 0.46% | 51 |
|
|
2023
Q1 | $5.46M | Buy |
25,743
+1,078
| +4% | +$228K | 0.37% | 57 |
|
|
2022
Q4 | $2.97M | Buy |
24,665
+4,427
| +22% | +$533K | 0.22% | 91 |
|
|
2022
Q3 | $2.75M | Sell |
20,238
-1,702
| -8% | -$231K | 0.23% | 86 |
|
|
2022
Q2 | $3.54M | Buy |
21,940
+182
| +0.8% | +$29.3K | 0.36% | 57 |
|
|
2022
Q1 | $4.84M | Sell |
21,758
-475
| -2% | -$106K | 0.42% | 54 |
|
|
2021
Q4 | $7.48M | Sell |
22,233
-142
| -0.6% | -$47.8K | 0.62% | 31 |
|
|
2021
Q3 | $7.59M | Buy |
22,375
+454
| +2% | +$154K | 0.63% | 36 |
|
|
2021
Q2 | $7.62M | Sell |
21,921
-1,622
| -7% | -$564K | 0.77% | 28 |
|
|
2021
Q1 | $6.93M | Buy |
23,543
+109
| +0.5% | +$32.1K | 0.74% | 29 |
|
|
2020
Q4 | $6.4M | Sell |
23,434
-717
| -3% | -$196K | 0.79% | 28 |
|
|
2020
Q3 | $6.32M | Buy |
24,151
+1,943
| +9% | +$509K | 0.9% | 25 |
|
|
2020
Q2 | $5.04M | Sell |
22,208
-46
| -0.2% | -$10.4K | 0.79% | 30 |
|
|
2020
Q1 | $3.71M | Buy |
22,254
+626
| +3% | +$104K | 0.73% | 31 |
|
|
2019
Q4 | $4.44M | Buy |
21,628
+514
| +2% | +$105K | 0.71% | 34 |
|
|
2019
Q3 | $3.76M | Sell |
21,114
-412
| -2% | -$73.4K | 0.66% | 38 |
|
|
2019
Q2 | $4.16M | Buy |
21,526
+1,078
| +5% | +$208K | 0.75% | 34 |
|
|
2019
Q1 | $3.41M | Buy |
20,448
+634
| +3% | +$106K | 0.72% | 34 |
|
|
2018
Q4 | $2.6M | Sell |
19,814
-884
| -4% | -$116K | 0.63% | 40 |
|
|
2018
Q3 | $3.4M | Sell |
20,698
-120
| -0.6% | -$19.7K | 0.73% | 34 |
|
|
2018
Q2 | $4.05M | Buy |
20,818
+342
| +2% | +$66.5K | 0.91% | 26 |
|
|
2018
Q1 | $3.27M | Sell |
20,476
-2,670
| -12% | -$427K | 0.76% | 31 |
|
|
2017
Q4 | $4.08M | Buy |
23,146
+13,498
| +140% | +$2.38M | 0.91% | 20 |
|
|
2017
Q3 | $1.65M | Buy |
9,648
+451
| +5% | +$77.1K | 0.54% | 57 |
|
|
2017
Q2 | $1.39M | Buy |
9,197
+5,982
| +186% | +$903K | 0.57% | 58 |
|
|
2017
Q1 | $457K | Buy |
3,215
+75
| +2% | +$10.7K | 0.15% | 120 |
|
|
2016
Q4 | $361K | Hold |
3,140
| – | – | 0.13% | 119 |
|
|
2016
Q3 | $403K | Buy |
3,140
+40
| +1% | +$5.13K | 0.16% | 112 |
|
|
2016
Q2 | $354K | Buy |
3,100
+42
| +1% | +$4.8K | 0.15% | 112 |
|
|
2016
Q1 | $349K | Sell |
3,058
-80
| -3% | -$9.13K | 0.15% | 110 |
|
|
2015
Q4 | $328K | Hold |
3,138
| – | – | 0.18% | 103 |
|
|
2015
Q3 | $282K | Sell |
3,138
-11
| -0.3% | -$989 | 0.17% | 101 |
|
|
2015
Q2 | $270K | Buy |
3,149
+11
| +0.4% | +$943 | 0.21% | 54 |
|
|
2015
Q1 | $258K | Hold |
3,138
| – | – | 0.2% | 55 |
|
|
2014
Q4 | $245K | Buy |
3,138
+100
| +3% | +$7.81K | 0.2% | 58 |
|
|
2014
Q3 | $240K | Hold |
3,038
| – | – | 0.2% | 55 |
|
|
2014
Q2 | $204K | Buy |
3,038
+187
| +7% | +$12.6K | 0.17% | 59 |
|
|
2014
Q1 | $172K | Buy |
+2,851
| New | +$172K | 0.14% | 61 |
|