Avitas 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
Q4 | $13.7M | Sell |
23,395
-196
| -0.8% | -$115K | 1.89% | 13 |
|
|
2024
Q3 | $13.5M | Buy |
23,591
+2,730
| +13% | +$1.56M | 1.9% | 9 |
|
|
2024
Q2 | $10.5M | Buy |
20,861
+561
| +3% | +$283K | 1.54% | 12 |
|
|
2024
Q1 | $9.86M | Sell |
20,300
-275
| -1% | -$134K | 1.5% | 11 |
|
|
2023
Q4 | $7.28M | Buy |
20,575
+92
| +0.4% | +$32.6K | 1.22% | 18 |
|
|
2023
Q3 | $6.15M | Buy |
20,483
+2,636
| +15% | +$791K | 1.17% | 18 |
|
|
2023
Q2 | $5.12M | Sell |
17,847
-141
| -0.8% | -$40.5K | 0.93% | 26 |
|
|
2023
Q1 | $3.81M | Sell |
17,988
-156
| -0.9% | -$33.1K | 0.75% | 39 |
|
|
2022
Q4 | $2.18M | Buy |
18,144
+4,971
| +38% | +$598K | 0.46% | 68 |
|
|
2022
Q3 | $1.79M | Buy |
13,173
+138
| +1% | +$18.7K | 0.41% | 75 |
|
|
2022
Q2 | $2.1M | Sell |
13,035
-6,652
| -34% | -$1.07M | 0.46% | 66 |
|
|
2022
Q1 | $4.38M | Buy |
19,687
+6,609
| +51% | +$1.47M | 0.79% | 28 |
|
|
2021
Q4 | $4.4M | Sell |
13,078
-3,382
| -21% | -$1.14M | 0.74% | 54 |
|
|
2021
Q3 | $5.59M | Sell |
16,460
-3,117
| -16% | -$1.06M | 1.02% | 24 |
|
|
2021
Q2 | $6.81M | Buy |
19,577
+703
| +4% | +$244K | 1.21% | 14 |
|
|
2021
Q1 | $5.56M | Buy |
18,874
+5,125
| +37% | +$1.51M | 1.09% | 19 |
|
|
2020
Q4 | $3.76M | Buy |
13,749
+171
| +1% | +$46.7K | 0.76% | 35 |
|
|
2020
Q3 | $3.56M | Buy |
13,578
+1,380
| +11% | +$361K | 0.99% | 26 |
|
|
2020
Q2 | $2.77M | Sell |
12,198
-408
| -3% | -$92.7K | 0.92% | 31 |
|
|
2020
Q1 | $2.1M | Sell |
12,606
-4,252
| -25% | -$709K | 0.96% | 34 |
|
|
2019
Q4 | $3.46M | Buy |
16,858
+193
| +1% | +$39.6K | 0.89% | 42 |
|
|
2019
Q3 | $2.97M | Buy |
16,665
+607
| +4% | +$108K | 0.82% | 58 |
|
|
2019
Q2 | $3.1M | Buy |
16,058
+2,663
| +20% | +$514K | 0.86% | 44 |
|
|
2019
Q1 | $2.23M | Buy |
13,395
+81
| +0.6% | +$13.5K | 0.65% | 70 |
|
|
2018
Q4 | $1.75M | Sell |
13,314
-7,264
| -35% | -$952K | 0.57% | 79 |
|
|
2018
Q3 | $3.38M | Buy |
20,578
+733
| +4% | +$121K | 0.96% | 34 |
|
|
2018
Q2 | $3.86M | Buy |
+19,845
| New | +$3.86M | 1.2% | 16 |
|