Beam Wealth Advisors’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
Q2 | – | Sell |
-1,012
| Closed | -$492K | – | 133 |
|
|
2024
Q1 | $492K | Buy |
1,012
+172
| +20% | +$83.5K | 0.3% | 57 |
|
|
2023
Q4 | $297K | Hold |
840
| – | – | 0.19% | 81 |
|
|
2023
Q3 | $252K | Buy |
840
+21
| +3% | +$6.3K | 0.18% | 84 |
|
|
2023
Q2 | $235K | Buy |
+819
| New | +$235K | 0.16% | 90 |
|
|
2021
Q4 | – | Sell |
-3,949
| Closed | -$1.34M | – | 121 |
|
|
2021
Q3 | $1.34M | Buy |
3,949
+205
| +5% | +$69.6K | 1.15% | 25 |
|
|
2021
Q2 | $1.3M | Buy |
3,744
+10
| +0.3% | +$3.48K | 1.12% | 25 |
|
|
2021
Q1 | $1.1M | Hold |
3,734
| – | – | 0.98% | 33 |
|
|
2020
Q4 | $1.02M | Sell |
3,734
-439
| -11% | -$120K | 0.96% | 35 |
|
|
2020
Q3 | $1.09M | Buy |
4,173
+15
| +0.4% | +$3.93K | 1.02% | 29 |
|
|
2020
Q2 | $999K | Sell |
4,158
-972
| -19% | -$234K | 1.01% | 31 |
|
|
2020
Q1 | $856K | Sell |
5,130
-68
| -1% | -$11.3K | 0.85% | 36 |
|
|
2019
Q4 | $1.07M | Buy |
+5,198
| New | +$1.07M | 0.99% | 27 |
|