Concert Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,474
| Closed | -$376K | – | 90 |
|
2017
Q2 | $376K | Sell |
2,474
-26,470
| -91% | -$4.02M | 0.37% | 79 |
|
2017
Q1 | $3.34M | Sell |
28,944
-3,859
| -12% | -$446K | 0.76% | 17 |
|
2016
Q4 | $3.78M | Sell |
32,803
-16,972
| -34% | -$1.96M | 0.84% | 15 |
|
2016
Q3 | $6.38M | Sell |
49,775
-2,520
| -5% | -$323K | 0.78% | 17 |
|
2016
Q2 | $5.97M | Buy |
52,295
+5,892
| +13% | +$673K | 0.81% | 18 |
|
2016
Q1 | $5.29M | Sell |
46,403
-2,626
| -5% | -$299K | 0.71% | 21 |
|
2015
Q4 | $5.13M | Buy |
49,029
+1,693
| +4% | +$177K | 0.68% | 25 |
|
2015
Q3 | $4.26M | Buy |
47,336
+3,155
| +7% | +$284K | 0.58% | 33 |
|
2015
Q2 | $3.79M | Buy |
44,181
+826
| +2% | +$70.9K | 0.49% | 34 |
|
2015
Q1 | $1.95M | Buy |
43,355
+597
| +1% | +$26.9K | 0.56% | 42 |
|
2014
Q4 | $3.34M | Buy |
42,758
+1,909
| +5% | +$149K | 0.51% | 32 |
|
2014
Q3 | $3.24M | Sell |
40,849
-872
| -2% | -$69.1K | 0.44% | 14 |
|
2014
Q2 | $2.69M | Buy |
41,721
+908
| +2% | +$58.5K | 0.33% | 26 |
|
2014
Q1 | $2.46M | Sell |
40,813
-10,736
| -21% | -$647K | 0.31% | 30 |
|
2013
Q4 | $2.81M | Buy |
51,549
+3,750
| +8% | +$204K | 0.36% | 24 |
|
2013
Q3 | $2.41M | Sell |
47,799
-1,191
| -2% | -$60K | 0.34% | 23 |
|
2013
Q2 | $1.2M | Buy |
+48,990
| New | +$1.2M | 0.18% | 77 |
|