DWA
Dougherty Wealth Advisers’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
1,394
| – | – | 0.68% | 17 |
|
|
2025
Q1 | $803K | Hold |
1,394
| – | – | 0.59% | 16 |
|
|
2024
Q4 | $816K | Hold |
1,394
| – | – | 0.63% | 19 |
|
|
2024
Q3 | $798K | Hold |
1,394
| – | – | 0.63% | 15 |
|
|
2024
Q2 | $703K | Hold |
1,394
| – | – | 0.61% | 18 |
|
|
2024
Q1 | $677K | Sell |
1,394
-406
| -23% | -$197K | 0.6% | 17 |
|
|
2023
Q4 | $637K | Sell |
1,800
-44
| -2% | -$15.6K | 0.59% | 19 |
|
|
2023
Q3 | $554K | Hold |
1,844
| – | – | 0.64% | 17 |
|
|
2023
Q2 | $529K | Hold |
1,844
| – | – | 0.73% | 18 |
|
|
2023
Q1 | $391K | Hold |
1,844
| – | – | 0.59% | 19 |
|
|
2022
Q4 | $222K | Hold |
1,844
| – | – | 0.36% | 32 |
|
|
2022
Q3 | $250K | Sell |
1,844
-50
| -3% | -$6.78K | 0.49% | 25 |
|
|
2022
Q2 | $305K | Hold |
1,894
| – | – | 0.57% | 19 |
|
|
2022
Q1 | $421K | Hold |
1,894
| – | – | 0.64% | 17 |
|
|
2021
Q4 | $637K | Hold |
1,894
| – | – | 0.89% | 15 |
|
|
2021
Q3 | $643K | Hold |
1,894
| – | – | 0.96% | 14 |
|
|
2021
Q2 | $659K | Hold |
1,894
| – | – | 0.97% | 14 |
|
|
2021
Q1 | $558K | Hold |
1,894
| – | – | 0.84% | 16 |
|
|
2020
Q4 | $517K | Hold |
1,894
| – | – | 0.81% | 14 |
|
|
2020
Q3 | $496K | Hold |
1,894
| – | – | 1.71% | 12 |
|
|
2020
Q2 | $430K | Hold |
1,894
| – | – | 1.57% | 15 |
|
|
2020
Q1 | $316K | Hold |
1,894
| – | – | 1.26% | 20 |
|
|
2019
Q4 | $389K | Hold |
1,894
| – | – | 1.19% | 18 |
|
|
2019
Q3 | $337K | Sell |
1,894
-16
| -0.8% | -$2.85K | 1.11% | 21 |
|
|
2019
Q2 | $369K | Hold |
1,910
| – | – | 1.04% | 22 |
|
|
2019
Q1 | $318K | Hold |
1,910
| – | – | 1.08% | 23 |
|
|
2018
Q4 | $318K | Buy |
+1,910
| New | +$318K | 1.05% | 22 |
|