BRWA
B. Riley Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49M | Buy |
+66,385
| New | +$49M | 2.3% | 5 |
|
|
2024
Q4 | $35.7M | Sell |
61,020
-3,841
| -6% | -$2.25M | 1.17% | 9 |
|
|
2024
Q3 | $37.4M | Sell |
64,861
-12,315
| -16% | -$7.1M | 1.04% | 10 |
|
|
2024
Q2 | $38.9M | Sell |
77,176
-18,706
| -20% | -$9.43M | 0.99% | 9 |
|
|
2024
Q1 | $28.8M | Buy |
95,882
+6,300
| +7% | +$1.89M | 0.78% | 13 |
|
|
2023
Q4 | $31.7M | Sell |
89,582
-6,300
| -7% | -$2.23M | 0.85% | 11 |
|
|
2023
Q3 | $28.8M | Buy |
95,882
+14,137
| +17% | +$4.24M | 0.78% | 13 |
|
|
2023
Q2 | $23.3M | Sell |
81,745
-2,225
| -3% | -$635K | 0.52% | 35 |
|
|
2023
Q1 | $17.7M | Buy |
83,970
+143
| +0.2% | +$30.1K | 0.47% | 40 |
|
|
2022
Q4 | $10M | Sell |
83,827
-22,834
| -21% | -$2.73M | 0.28% | 76 |
|
|
2022
Q3 | $14.4M | Buy |
106,661
+8,281
| +8% | +$1.12M | 0.44% | 47 |
|
|
2022
Q2 | $15.8M | Sell |
98,380
-31,818
| -24% | -$5.1M | 0.66% | 24 |
|
|
2022
Q1 | $28.8M | Sell |
130,198
-19,345
| -13% | -$4.28M | 0.94% | 11 |
|
|
2021
Q4 | $49.8M | Buy |
149,543
+42,279
| +39% | +$14.1M | 1.43% | 5 |
|
|
2021
Q3 | $35.9M | Buy |
107,264
+636
| +0.6% | +$213K | 1.14% | 7 |
|
|
2021
Q2 | $36.8M | Buy |
106,628
+5,460
| +5% | +$1.88M | 1.19% | 6 |
|
|
2021
Q1 | $29.7M | Buy |
101,168
+24,879
| +33% | +$7.3M | 1.05% | 8 |
|
|
2020
Q4 | $20.8M | Buy |
76,289
+155
| +0.2% | +$42.3K | 1.11% | 9 |
|
|
2020
Q3 | $19.7M | Buy |
76,134
+44
| +0.1% | +$11.4K | 1.05% | 12 |
|
|
2020
Q2 | $17.3M | Sell |
76,090
-700
| -0.9% | -$159K | 1.15% | 10 |
|
|
2020
Q1 | $12.8M | Buy |
76,790
+14,950
| +24% | +$2.49M | 1.09% | 15 |
|
|
2019
Q4 | $12.7M | Buy |
61,840
+1,096
| +2% | +$225K | 1.08% | 13 |
|
|
2019
Q3 | $10.8M | Sell |
60,744
-1,842
| -3% | -$328K | 1.07% | 14 |
|
|
2019
Q2 | $12.1M | Buy |
62,586
+17,054
| +37% | +$3.29M | 1.32% | 10 |
|
|
2019
Q1 | $7.59M | Sell |
45,532
-15,295
| -25% | -$2.55M | 0.95% | 12 |
|
|
2018
Q4 | $7.98M | Sell |
60,827
-14,235
| -19% | -$1.87M | 1.14% | 12 |
|
|
2018
Q3 | $12.3M | Buy |
75,062
+8,607
| +13% | +$1.42M | 1.47% | 7 |
|
|
2018
Q2 | $12.9M | Sell |
66,455
-3,058
| -4% | -$594K | 1.71% | 4 |
|
|
2018
Q1 | $11.1M | Sell |
69,513
-4,089
| -6% | -$653K | 1.56% | 6 |
|
|
2017
Q4 | $13M | Buy |
+73,602
| New | +$13M | 1.76% | 3 |
|
|
2017
Q3 | – | Sell |
-73,275
| Closed | -$11.1M | – | 572 |
|
|
2017
Q2 | $11.1M | Sell |
73,275
-4,817
| -6% | -$727K | 2.01% | 2 |
|
|
2017
Q1 | $11.1M | Sell |
78,092
-1,564
| -2% | -$222K | 2.21% | 2 |
|
|
2016
Q4 | $9.17M | Buy |
79,656
+2,454
| +3% | +$282K | 1.86% | 2 |
|
|
2016
Q3 | $9.51M | Sell |
77,202
-18,925
| -20% | -$2.33M | 1.87% | 2 |
|
|
2016
Q2 | $10.6M | Buy |
+96,127
| New | +$10.6M | 2.11% | 2 |
|
|
2016
Q1 | – | Sell |
-99,888
| Closed | -$10.5M | – | 589 |
|
|
2015
Q4 | $10.5M | Sell |
99,888
-3,312
| -3% | -$347K | 2.12% | 2 |
|
|
2015
Q3 | $9.28M | Sell |
103,200
-1,873
| -2% | -$168K | 2.23% | 2 |
|
|
2015
Q2 | $9.02M | Sell |
105,073
-12,657
| -11% | -$1.09M | 2.24% | 3 |
|
|
2015
Q1 | $9.68M | Buy |
117,730
+14,623
| +14% | +$1.2M | 2.36% | 2 |
|
|
2014
Q4 | $54.2K | Buy |
103,107
+64,634
| +168% | +$34K | 1.16% | 5 |
|
|
2014
Q3 | $3.17M | Sell |
38,473
-90,915
| -70% | -$7.5M | 0.83% | 18 |
|
|
2014
Q2 | $4.2M | Buy |
129,388
+85,420
| +194% | +$2.77M | 0.99% | 8 |
|
|
2014
Q1 | $2.65M | Buy |
43,968
+3,579
| +9% | +$216K | 0.8% | 20 |
|
|
2013
Q4 | $2.21M | Sell |
40,389
-1,949
| -5% | -$107K | 0.7% | 23 |
|
|
2013
Q3 | $2.13M | Sell |
42,338
-15,619
| -27% | -$785K | 0.73% | 22 |
|
|
2013
Q2 | $1.44M | Buy |
+57,957
| New | +$1.44M | 0.49% | 39 |
|