DWP
Destiny Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.9M | Buy |
9,350
+1,634
| +21% | +$1.21M | 0.93% | 39 |
|
2025
Q1 | $4.45M | Buy |
7,716
+315
| +4% | +$182K | 0.71% | 47 |
|
2024
Q4 | $4.33M | Buy |
7,401
+121
| +2% | +$70.8K | 0.71% | 47 |
|
2024
Q3 | $4.17M | Sell |
7,280
-1,051
| -13% | -$602K | 0.73% | 45 |
|
2024
Q2 | $4.2M | Buy |
+8,331
| New | +$4.2M | 0.75% | 43 |
|
2023
Q1 | – | Sell |
-301
| Closed | -$36.2K | – | 446 |
|
2022
Q4 | $36.2K | Buy |
301
+180
| +149% | +$21.7K | 0.01% | 330 |
|
2022
Q3 | $16K | Hold |
121
| – | – | ﹤0.01% | 380 |
|
2022
Q2 | $20K | Sell |
121
-1,447
| -92% | -$239K | ﹤0.01% | 360 |
|
2022
Q1 | $349K | Sell |
1,568
-203
| -11% | -$45.2K | 0.07% | 116 |
|
2021
Q4 | $596K | Hold |
1,771
| – | – | 0.11% | 102 |
|
2021
Q3 | $601K | Sell |
1,771
-41
| -2% | -$13.9K | 0.12% | 100 |
|
2021
Q2 | $630K | Hold |
1,812
| – | – | 0.12% | 107 |
|
2021
Q1 | $534K | Sell |
1,812
-931
| -34% | -$274K | 0.11% | 101 |
|
2020
Q4 | $749K | Buy |
+2,743
| New | +$749K | 0.16% | 86 |
|