BWM
BerganKDV Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.73M | Sell |
9,504
-506
| -5% | -$145K | 0.27% | 70 |
|
|
2023
Q1 | $2.12M | Buy |
10,010
+839
| +9% | +$178K | 0.22% | 80 |
|
|
2022
Q4 | $1.1M | Sell |
9,171
-505
| -5% | -$60.8K | 0.12% | 121 |
|
|
2022
Q3 | $1.31M | Sell |
9,676
-359
| -4% | -$48.7K | 0.16% | 106 |
|
|
2022
Q2 | $1.62M | Buy |
10,035
+418
| +4% | +$67.4K | 0.19% | 103 |
|
|
2022
Q1 | $2.14M | Buy |
9,617
+477
| +5% | +$106K | 0.23% | 88 |
|
|
2021
Q4 | $3.07M | Buy |
9,140
+1,938
| +27% | +$652K | 0.32% | 67 |
|
|
2021
Q3 | $2.44M | Buy |
7,202
+3,930
| +120% | +$1.33M | 0.28% | 76 |
|
|
2021
Q2 | $1.14M | Buy |
3,272
+128
| +4% | +$44.5K | 0.14% | 114 |
|
|
2021
Q1 | $926K | Sell |
3,144
-39
| -1% | -$11.5K | 0.12% | 120 |
|
|
2020
Q4 | $869K | Buy |
3,183
+124
| +4% | +$33.9K | 0.12% | 112 |
|
|
2020
Q3 | $801K | Sell |
3,059
-508
| -14% | -$133K | 0.13% | 112 |
|
|
2020
Q2 | $810K | Sell |
3,567
-48
| -1% | -$10.9K | 0.14% | 112 |
|
|
2020
Q1 | $603K | Buy |
3,615
+59
| +2% | +$9.84K | 0.12% | 120 |
|
|
2019
Q4 | $730K | Buy |
3,556
+94
| +3% | +$19.3K | 0.13% | 119 |
|
|
2019
Q3 | $617K | Sell |
3,462
-1,627
| -32% | -$290K | 0.12% | 116 |
|
|
2019
Q2 | $982K | Sell |
5,089
-201
| -4% | -$38.8K | 0.19% | 95 |
|
|
2019
Q1 | $882K | Buy |
5,290
+1,475
| +39% | +$246K | 0.18% | 98 |
|
|
2018
Q4 | $500K | Sell |
3,815
-786
| -17% | -$103K | 0.12% | 119 |
|
|
2018
Q3 | $757K | Sell |
4,601
-14
| -0.3% | -$2.3K | 0.16% | 105 |
|
|
2018
Q2 | $897K | Buy |
4,615
+697
| +18% | +$135K | 0.2% | 90 |
|
|
2018
Q1 | $626K | Buy |
+3,918
| New | +$626K | 0.17% | 106 |
|