DWM
Destination 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 | $5.12M | Sell |
6,942
-187
| -3% | -$138K | 0.15% | 94 |
|
|
2025
Q1 | $4.11M | Buy |
7,129
+364
| +5% | +$210K | 0.13% | 101 |
|
|
2024
Q4 | $3.96M | Buy |
6,765
+1,196
| +21% | +$700K | 0.12% | 99 |
|
|
2024
Q3 | $3.19M | Buy |
5,569
+2,465
| +79% | +$1.41M | 0.1% | 103 |
|
|
2024
Q2 | $1.57M | Sell |
3,104
-115
| -4% | -$58K | 0.05% | 112 |
|
|
2024
Q1 | $1.56M | Buy |
3,219
+226
| +8% | +$110K | 0.05% | 114 |
|
|
2023
Q4 | $1.06M | Sell |
2,993
-89
| -3% | -$31.5K | 0.04% | 122 |
|
|
2023
Q3 | $925K | Sell |
3,082
-349
| -10% | -$105K | 0.04% | 119 |
|
|
2023
Q2 | $985K | Sell |
3,431
-681
| -17% | -$195K | 0.04% | 116 |
|
|
2023
Q1 | $871K | Sell |
4,112
-215
| -5% | -$45.6K | 0.03% | 120 |
|
|
2022
Q4 | $521K | Buy |
4,327
+1,181
| +38% | +$142K | 0.02% | 141 |
|
|
2022
Q3 | $427K | Sell |
3,146
-1,432
| -31% | -$194K | 0.02% | 140 |
|
|
2022
Q2 | $738K | Buy |
4,578
+761
| +20% | +$123K | 0.03% | 125 |
|
|
2022
Q1 | $849K | Buy |
3,817
+625
| +20% | +$139K | 0.03% | 118 |
|
|
2021
Q4 | $1.07M | Buy |
3,192
+183
| +6% | +$61.6K | 0.04% | 115 |
|
|
2021
Q3 | $1.02M | Buy |
3,009
+237
| +9% | +$80.4K | 0.04% | 109 |
|
|
2021
Q2 | $964K | Sell |
2,772
-315
| -10% | -$110K | 0.04% | 110 |
|
|
2021
Q1 | $909K | Sell |
3,087
-1,083
| -26% | -$319K | 0.04% | 110 |
|
|
2020
Q4 | $1.14M | Buy |
4,170
+663
| +19% | +$181K | 0.05% | 103 |
|
|
2020
Q3 | $918K | Sell |
3,507
-289
| -8% | -$75.6K | 0.05% | 97 |
|
|
2020
Q2 | $862K | Buy |
3,796
+454
| +14% | +$103K | 0.05% | 96 |
|
|
2020
Q1 | $557K | Sell |
3,342
-490
| -13% | -$81.7K | 0.03% | 117 |
|
|
2019
Q4 | $787K | Buy |
3,832
+1,456
| +61% | +$299K | 0.04% | 100 |
|
|
2019
Q3 | $423K | Sell |
2,376
-1,538
| -39% | -$274K | 0.02% | 115 |
|
|
2019
Q2 | $755K | Sell |
3,914
-624
| -14% | -$120K | 0.04% | 102 |
|
|
2019
Q1 | $756K | Buy |
4,538
+124
| +3% | +$20.7K | 0.04% | 103 |
|
|
2018
Q4 | $579K | Sell |
4,414
-1,749
| -28% | -$229K | 0.03% | 104 |
|
|
2018
Q3 | $1.01M | Buy |
6,163
+3,956
| +179% | +$651K | 0.06% | 100 |
|
|
2018
Q2 | $429K | Sell |
2,207
-3,232
| -59% | -$628K | 0.03% | 115 |
|
|
2018
Q1 | $869K | Sell |
5,439
-789
| -13% | -$126K | 0.05% | 103 |
|
|
2017
Q4 | $1.1M | Buy |
6,228
+638
| +11% | +$113K | 0.07% | 92 |
|
|
2017
Q3 | $955K | Buy |
5,590
+185
| +3% | +$31.6K | 0.06% | 95 |
|
|
2017
Q2 | $816K | Sell |
5,405
-556
| -9% | -$83.9K | 0.05% | 101 |
|
|
2017
Q1 | $847K | Sell |
5,961
-1,068
| -15% | -$152K | 0.06% | 95 |
|
|
2016
Q4 | $809K | Buy |
7,029
+1,925
| +38% | +$222K | 0.06% | 92 |
|
|
2016
Q3 | $655K | Buy |
5,104
+2,212
| +76% | +$284K | 0.05% | 96 |
|
|
2016
Q2 | $330K | Buy |
+2,892
| New | +$330K | 0.03% | 115 |
|
|
2015
Q3 | – | Sell |
-26,484
| Closed | -$2.27M | – | 181 |
|
|
2015
Q2 | $2.27M | Buy |
+26,484
| New | +$2.27M | 0.15% | 95 |
|