CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
+399
| New | +$277K | 0.1% | 119 |
|
|
2025
Q1 | – | Sell |
-405
| Closed | -$285K | – | 136 |
|
|
2024
Q4 | $285K | Buy |
+405
| New | +$285K | 0.11% | 119 |
|
|
2022
Q2 | – | Sell |
-1,210
| Closed | -$269K | – | 137 |
|
|
2022
Q1 | $269K | Buy |
+1,210
| New | +$269K | 0.11% | 118 |
|
|
2021
Q3 | – | Sell |
-1,181
| Closed | -$403K | – | 140 |
|
|
2021
Q2 | $403K | Buy |
1,181
+165
| +16% | +$56.3K | 0.17% | 99 |
|
|
2021
Q1 | $308K | Buy |
+1,016
| New | +$308K | 0.14% | 104 |
|
|
2018
Q1 | – | Sell |
-6,635
| Closed | -$1.17M | – | 90 |
|
|
2017
Q4 | $1.17M | Buy |
6,635
+235
| +4% | +$41.4K | 0.73% | 41 |
|
|
2017
Q3 | $1.09M | Buy |
6,400
+85
| +1% | +$14.5K | 0.7% | 42 |
|
|
2017
Q2 | $953K | Sell |
6,315
-130
| -2% | -$19.6K | 0.65% | 43 |
|
|
2017
Q1 | $915K | Sell |
6,445
-15
| -0.2% | -$2.13K | 0.64% | 41 |
|
|
2016
Q4 | $743K | Buy |
6,460
+1,498
| +30% | +$172K | 0.54% | 49 |
|
|
2016
Q3 | $636K | Buy |
4,962
+100
| +2% | +$12.8K | 0.5% | 51 |
|
|
2016
Q2 | $555K | Buy |
4,862
+187
| +4% | +$21.3K | 0.44% | 54 |
|
|
2016
Q1 | $533K | Buy |
4,675
+475
| +11% | +$54.2K | 0.43% | 56 |
|
|
2015
Q4 | $429K | Buy |
4,200
+905
| +27% | +$92.4K | 0.37% | 59 |
|
|
2015
Q3 | $296K | Buy |
+3,295
| New | +$296K | 0.29% | 58 |
|