EWA
Encompass Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
2,102
+11
| +0.5% | +$8.12K | 0.57% | 32 |
|
|
2025
Q1 | $1.21M | Sell |
2,091
-106
| -5% | -$61.1K | 0.49% | 33 |
|
|
2024
Q4 | $1.29M | Buy |
2,197
+15
| +0.7% | +$8.78K | 0.52% | 32 |
|
|
2024
Q3 | $1.25M | Hold |
2,182
| – | – | 0.31% | 66 |
|
|
2024
Q2 | $1.1M | Sell |
2,182
-374
| -15% | -$189K | 0.29% | 70 |
|
|
2024
Q1 | $1.24M | Hold |
2,556
| – | – | 0.33% | 64 |
|
|
2023
Q4 | $905K | Sell |
2,556
-169
| -6% | -$59.8K | 0.27% | 74 |
|
|
2023
Q3 | $818K | Buy |
2,725
+205
| +8% | +$61.5K | 0.27% | 76 |
|
|
2023
Q2 | $723K | Buy |
2,520
+3
| +0.1% | +$861 | 0.24% | 82 |
|
|
2023
Q1 | $534K | Sell |
2,517
-413
| -14% | -$87.5K | 0.18% | 100 |
|
|
2022
Q4 | $353K | Sell |
2,930
-68
| -2% | -$8.18K | 0.13% | 138 |
|
|
2022
Q3 | $407K | Sell |
2,998
-452
| -13% | -$61.4K | 0.15% | 122 |
|
|
2022
Q2 | $556K | Sell |
3,450
-649
| -16% | -$105K | 0.2% | 94 |
|
|
2022
Q1 | $912K | Buy |
4,099
+219
| +6% | +$48.7K | 0.23% | 73 |
|
|
2021
Q4 | $1.31M | Buy |
3,880
+149
| +4% | +$50.1K | 0.32% | 58 |
|
|
2021
Q3 | $1.27M | Sell |
3,731
-323
| -8% | -$110K | 0.33% | 59 |
|
|
2021
Q2 | $1.41M | Sell |
4,054
-829
| -17% | -$288K | 0.35% | 57 |
|
|
2021
Q1 | $1.43M | Buy |
4,883
+2,147
| +78% | +$627K | 0.36% | 53 |
|
|
2020
Q4 | $747K | Buy |
+2,736
| New | +$747K | 0.43% | 49 |
|