EWM
Empirical 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 | $66.3M | Buy |
89,829
+5,767
| +7% | +$4.26M | 1.5% | 15 |
|
|
2025
Q1 | $48.5M | Buy |
84,062
+594
| +0.7% | +$342K | 1.25% | 18 |
|
|
2024
Q4 | $48.9M | Buy |
83,468
+6,166
| +8% | +$3.61M | 1.33% | 17 |
|
|
2024
Q3 | $44.3M | Sell |
77,302
-5,036
| -6% | -$2.88M | 1.24% | 19 |
|
|
2024
Q2 | $41.5M | Buy |
82,338
+50,908
| +162% | +$25.7M | 1.23% | 20 |
|
|
2024
Q1 | $15.3M | Sell |
31,430
-2,889
| -8% | -$1.4M | 0.46% | 38 |
|
|
2023
Q4 | $12.1M | Buy |
34,319
+3,549
| +12% | +$1.26M | 0.4% | 50 |
|
|
2023
Q3 | $9.24M | Sell |
30,770
-51
| -0.2% | -$15.3K | 0.36% | 58 |
|
|
2023
Q2 | $8.85M | Sell |
30,821
-11,172
| -27% | -$3.21M | 0.36% | 59 |
|
|
2023
Q1 | $8.9M | Sell |
41,993
-2,669
| -6% | -$566K | 0.39% | 51 |
|
|
2022
Q4 | $5.37M | Buy |
44,662
+6,337
| +17% | +$763K | 0.25% | 78 |
|
|
2022
Q3 | $5.2M | Buy |
38,325
+6,242
| +19% | +$847K | 0.27% | 74 |
|
|
2022
Q2 | $5.17M | Sell |
32,083
-13,005
| -29% | -$2.1M | 0.27% | 71 |
|
|
2022
Q1 | $10M | Buy |
45,088
+4,675
| +12% | +$1.04M | 0.5% | 37 |
|
|
2021
Q4 | $13.6M | Buy |
40,413
+1,076
| +3% | +$362K | 0.68% | 33 |
|
|
2021
Q3 | $13.4M | Sell |
39,337
-548
| -1% | -$186K | 0.76% | 29 |
|
|
2021
Q2 | $13.9M | Buy |
39,885
+16,077
| +68% | +$5.59M | 0.84% | 25 |
|
|
2021
Q1 | $7.01M | Sell |
23,808
-13,668
| -36% | -$4.03M | 0.56% | 33 |
|
|
2020
Q4 | $10.2M | Buy |
37,476
+11,774
| +46% | +$3.22M | 0.78% | 25 |
|
|
2020
Q3 | $6.73M | Buy |
25,702
+12,759
| +99% | +$3.34M | 0.58% | 36 |
|
|
2020
Q2 | $2.94M | Buy |
12,943
+1,498
| +13% | +$340K | 0.27% | 57 |
|
|
2020
Q1 | $1.91M | Buy |
11,445
+1,938
| +20% | +$323K | 0.21% | 72 |
|
|
2019
Q4 | $1.95M | Sell |
9,507
-1,348
| -12% | -$277K | 0.21% | 72 |
|
|
2019
Q3 | $1.93M | Buy |
10,855
+2,204
| +25% | +$392K | 0.23% | 71 |
|
|
2019
Q2 | $1.67M | Sell |
8,651
-742
| -8% | -$143K | 0.22% | 74 |
|
|
2019
Q1 | $1.57M | Buy |
9,393
+2,530
| +37% | +$422K | 0.23% | 67 |
|
|
2018
Q4 | $900K | Buy |
6,863
+570
| +9% | +$74.7K | 0.15% | 79 |
|
|
2018
Q3 | $1.04M | Buy |
6,293
+890
| +16% | +$146K | 0.18% | 67 |
|
|
2018
Q2 | $1.05M | Sell |
5,403
-2,128
| -28% | -$414K | 0.2% | 60 |
|
|
2018
Q1 | $1.2M | Buy |
7,531
+4,344
| +136% | +$694K | 0.24% | 54 |
|
|
2017
Q4 | $562K | Buy |
3,187
+414
| +15% | +$73K | 0.12% | 84 |
|
|
2017
Q3 | $474K | Sell |
2,773
-837
| -23% | -$143K | 0.11% | 88 |
|
|
2017
Q2 | $545K | Buy |
3,610
+246
| +7% | +$37.1K | 0.13% | 79 |
|
|
2017
Q1 | $478K | Buy |
3,364
+429
| +15% | +$61K | 0.12% | 87 |
|
|
2016
Q4 | $338K | Buy |
2,935
+663
| +29% | +$76.4K | 0.08% | 96 |
|
|
2016
Q3 | $291K | Buy |
2,272
+196
| +9% | +$25.1K | 0.08% | 92 |
|
|
2016
Q2 | $237K | Hold |
2,076
| – | – | 0.06% | 100 |
|
|
2016
Q1 | $237K | Sell |
2,076
-446
| -18% | -$50.9K | 0.06% | 98 |
|
|
2015
Q4 | $264K | Sell |
2,522
-798
| -24% | -$83.5K | 0.06% | 91 |
|
|
2015
Q3 | $298K | Buy |
+3,320
| New | +$298K | 0.07% | 94 |
|
|
2014
Q2 | – | Sell |
-3,945
| Closed | -$238K | – | 102 |
|
|
2014
Q1 | $238K | Buy |
+3,945
| New | +$238K | 0.06% | 89 |
|