Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4M | Buy |
11,782
+1,686
| +17% | +$572K | 0.63% | 22 |
|
|
2021
Q2 | $3.51M | Buy |
10,096
+2,011
| +25% | +$699K | 0.56% | 21 |
|
|
2021
Q1 | $2.38M | Buy |
8,085
+1,196
| +17% | +$352K | 0.5% | 25 |
|
|
2020
Q4 | $1.88M | Buy |
6,889
+452
| +7% | +$123K | 0.45% | 29 |
|
|
2020
Q3 | $1.68M | Sell |
6,437
-494
| -7% | -$129K | 0.48% | 30 |
|
|
2020
Q2 | $1.57M | Buy |
6,931
+919
| +15% | +$208K | 0.41% | 33 |
|
|
2020
Q1 | $1M | Buy |
6,012
+1,705
| +40% | +$284K | 0.32% | 36 |
|
|
2019
Q4 | $883K | Buy |
4,307
+183
| +4% | +$37.5K | 0.25% | 43 |
|
|
2019
Q3 | $733K | Sell |
4,124
-206
| -5% | -$36.6K | 0.23% | 49 |
|
|
2019
Q2 | $835K | Sell |
4,330
-1,411
| -25% | -$272K | 0.27% | 41 |
|
|
2019
Q1 | $956K | Buy |
5,741
+3,232
| +129% | +$538K | 0.32% | 36 |
|
|
2018
Q4 | $328K | Sell |
2,509
-2,718
| -52% | -$355K | 0.13% | 71 |
|
|
2018
Q3 | $860K | Sell |
5,227
-30,318
| -85% | -$4.99M | 0.36% | 38 |
|
|
2018
Q2 | $6.91M | Buy |
35,545
+2,215
| +7% | +$430K | 2.4% | 11 |
|
|
2018
Q1 | $5.33M | Sell |
33,330
-205
| -0.6% | -$32.8K | 2.03% | 14 |
|
|
2017
Q4 | $5.92M | Buy |
+33,535
| New | +$5.92M | 1.96% | 15 |
|