Compass Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,609
| Closed | -$1.19M | – | 57 |
|
|
2023
Q1 | $1.19M | Buy |
5,609
+1,568
| +39% | +$332K | 1.51% | 15 |
|
|
2022
Q4 | $486K | Sell |
4,041
-538
| -12% | -$64.7K | 0.66% | 54 |
|
|
2022
Q3 | $621K | Sell |
4,579
-629
| -12% | -$85.3K | 0.92% | 37 |
|
|
2022
Q2 | $840K | Buy |
5,208
+65
| +1% | +$10.5K | 1.15% | 27 |
|
|
2022
Q1 | $1.14M | Buy |
5,143
+849
| +20% | +$189K | 1.26% | 20 |
|
|
2021
Q4 | $1.44M | Buy |
+4,294
| New | +$1.44M | 1.59% | 10 |
|