BWA
BDO Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.73M | Buy |
23,447
+2,521
| +12% | +$723K | 0.77% | 24 |
|
|
2023
Q1 | $4.44M | Sell |
20,926
-3,457
| -14% | -$733K | 0.54% | 32 |
|
|
2022
Q4 | $2.93M | Sell |
24,383
-411
| -2% | -$49.5K | 0.36% | 60 |
|
|
2022
Q3 | $3.36M | Buy |
24,794
+6,963
| +39% | +$945K | 0.45% | 40 |
|
|
2022
Q2 | $2.88M | Buy |
17,831
+955
| +6% | +$154K | 0.35% | 54 |
|
|
2022
Q1 | $3.75M | Buy |
16,876
+3,998
| +31% | +$889K | 0.4% | 47 |
|
|
2021
Q4 | $4.33M | Buy |
12,878
+378
| +3% | +$127K | 0.46% | 46 |
|
|
2021
Q3 | $4.24M | Buy |
12,500
+376
| +3% | +$128K | 0.47% | 43 |
|
|
2021
Q2 | $4.22M | Buy |
12,124
+371
| +3% | +$129K | 0.47% | 39 |
|
|
2021
Q1 | $3.46M | Buy |
11,753
+1,244
| +12% | +$366K | 0.41% | 47 |
|
|
2020
Q4 | $2.87M | Buy |
10,509
+139
| +1% | +$38K | 0.4% | 43 |
|
|
2020
Q3 | $2.72M | Sell |
10,370
-139
| -1% | -$36.4K | 0.44% | 39 |
|
|
2020
Q2 | $2.39M | Sell |
10,509
-546
| -5% | -$124K | 0.42% | 47 |
|
|
2020
Q1 | $1.84M | Buy |
11,055
+5,101
| +86% | +$851K | 0.37% | 50 |
|
|
2019
Q4 | $1.22M | Sell |
5,954
-181
| -3% | -$37.1K | 0.32% | 66 |
|
|
2019
Q3 | $1.09M | Buy |
6,135
+579
| +10% | +$103K | 0.28% | 72 |
|
|
2019
Q2 | $1.07M | Buy |
5,556
+303
| +6% | +$58.5K | 0.29% | 70 |
|
|
2019
Q1 | $876K | Buy |
5,253
+274
| +6% | +$45.7K | 0.25% | 78 |
|
|
2018
Q4 | $653K | Sell |
4,979
-4,086
| -45% | -$536K | 0.22% | 83 |
|
|
2018
Q3 | $1.49M | Buy |
9,065
+6,560
| +262% | +$1.08M | 0.48% | 44 |
|
|
2018
Q2 | $487K | Buy |
2,505
+649
| +35% | +$126K | 0.17% | 95 |
|
|
2018
Q1 | $297K | Sell |
1,856
-650
| -26% | -$104K | 0.11% | 108 |
|
|
2017
Q4 | $442K | Hold |
2,506
| – | – | 0.2% | 80 |
|
|
2017
Q3 | $428K | Sell |
2,506
-350
| -12% | -$59.8K | 0.21% | 75 |
|
|
2017
Q2 | $431K | Buy |
+2,856
| New | +$431K | 0.19% | 88 |
|