Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-533
| Closed | -$179K | – | 233 |
|
|
2021
Q4 | $179K | Buy |
+533
| New | +$179K | 0.09% | 115 |
|
|
2021
Q2 | $220K | Buy |
634
+5
| +0.8% | +$1.74K | 0.12% | 104 |
|
|
2021
Q1 | $185K | Buy |
+629
| New | +$185K | 0.11% | 108 |
|
|
2020
Q3 | $101K | Hold |
445
| – | – | 0.08% | 107 |
|
|
2020
Q2 | $101K | Buy |
445
+155
| +53% | +$35.2K | 0.08% | 107 |
|
|
2020
Q1 | $46.3K | Buy |
+290
| New | +$46.3K | 0.04% | 131 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$45K | – | 184 |
|
|
2019
Q3 | $45K | Sell |
250
-25
| -9% | -$4.5K | 0.05% | 117 |
|
|
2019
Q2 | $53K | Hold |
275
| – | – | 0.05% | 124 |
|
|
2019
Q1 | $46K | Hold |
275
| – | – | 0.04% | 127 |
|
|
2018
Q4 | $36K | Hold |
275
| – | – | 0.03% | 138 |
|
|
2018
Q3 | $45.2K | Hold |
275
| – | – | 0.04% | 138 |
|
|
2018
Q2 | $53.4K | Sell |
275
-15
| -5% | -$2.92K | 0.05% | 127 |
|
|
2018
Q1 | $46.3K | Buy |
+290
| New | +$46.3K | 0.04% | 131 |
|