EWA
EP 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 | $133M | Sell |
180,668
-7,183
| -4% | -$5.3M | 0.88% | 26 |
|
|
2025
Q1 | $108M | Sell |
187,851
-1,923
| -1% | -$1.11M | 0.86% | 27 |
|
|
2024
Q4 | $111M | Sell |
189,774
-10,232
| -5% | -$5.99M | 0.91% | 26 |
|
|
2024
Q3 | $114M | Buy |
200,006
+22,227
| +13% | +$12.7M | 0.98% | 22 |
|
|
2024
Q2 | $89.6M | Buy |
177,779
+2,231
| +1% | +$1.12M | 0.95% | 23 |
|
|
2024
Q1 | $85.2M | Sell |
175,548
-2,576
| -1% | -$1.25M | 1% | 23 |
|
|
2023
Q4 | $63M | Sell |
178,124
-6,879
| -4% | -$2.43M | 0.8% | 30 |
|
|
2023
Q3 | $55.5M | Buy |
185,003
+184,556
| +41,288% | +$55.4M | 0.86% | 24 |
|
|
2023
Q2 | $59.9M | Sell |
447
-3,716
| -89% | -$498M | 0.86% | 24 |
|
|
2023
Q1 | $241K | Sell |
4,163
-178,152
| -98% | -$10.3M | ﹤0.01% | 535 |
|
|
2022
Q4 | $21.9M | Buy |
182,315
+32,026
| +21% | +$3.85M | 0.4% | 62 |
|
|
2022
Q3 | $20.4M | Buy |
150,289
+18,851
| +14% | +$2.56M | 0.46% | 54 |
|
|
2022
Q2 | $21.2M | Buy |
131,438
+27,109
| +26% | +$4.37M | 0.48% | 55 |
|
|
2022
Q1 | $23.2M | Sell |
104,329
-1,157
| -1% | -$257K | 0.51% | 53 |
|
|
2021
Q4 | $35.5M | Sell |
105,486
-30,119
| -22% | -$10.1M | 0.84% | 26 |
|
|
2021
Q3 | $46M | Buy |
135,605
+3,553
| +3% | +$1.21M | 1.26% | 14 |
|
|
2021
Q2 | $45.9M | Buy |
132,052
+6,575
| +5% | +$2.29M | 1.27% | 13 |
|
|
2021
Q1 | $37M | Buy |
125,477
+10,321
| +9% | +$3.04M | 1.17% | 18 |
|
|
2020
Q4 | $31.5M | Buy |
115,156
+5,089
| +5% | +$1.39M | 1.11% | 20 |
|
|
2020
Q3 | $28.8M | Sell |
110,067
-1,698
| -2% | -$445K | 1.24% | 15 |
|
|
2020
Q2 | $25.4M | Sell |
111,765
-1,203
| -1% | -$273K | 1.08% | 16 |
|
|
2020
Q1 | $18.8M | Buy |
112,968
+4,353
| +4% | +$726K | 0.92% | 19 |
|
|
2019
Q4 | $22.3M | Sell |
108,615
-55,018
| -34% | -$11.3M | 0.92% | 23 |
|
|
2019
Q3 | $29.1M | Sell |
163,633
-7,481
| -4% | -$1.33M | 1.45% | 9 |
|
|
2019
Q2 | $33M | Sell |
171,114
-8,303
| -5% | -$1.6M | 2.06% | 8 |
|
|
2019
Q1 | $29.9M | Buy |
179,417
+9,842
| +6% | +$1.64M | 2.88% | 5 |
|
|
2018
Q4 | $22.2M | Buy |
169,575
+6,190
| +4% | +$811K | 1.71% | 10 |
|
|
2018
Q3 | $26.9M | Buy |
163,385
+3,279
| +2% | +$539K | 2.1% | 6 |
|
|
2018
Q2 | $31.1M | Buy |
160,106
+1,895
| +1% | +$368K | 2.94% | 5 |
|
|
2018
Q1 | $25.3M | Buy |
158,211
+2,958
| +2% | +$473K | 2.44% | 5 |
|
|
2017
Q4 | $27.4M | Sell |
155,253
-4,116
| -3% | -$726K | 2.89% | 5 |
|
|
2017
Q3 | $27.2M | Sell |
159,369
-746
| -0.5% | -$127K | 3.15% | 4 |
|
|
2017
Q2 | $24.2M | Buy |
160,115
+2,648
| +2% | +$400K | 2.96% | 4 |
|
|
2017
Q1 | $22.4M | Buy |
157,467
+4,629
| +3% | +$658K | 3.09% | 5 |
|
|
2016
Q4 | $16.5M | Buy |
152,838
+4,546
| +3% | +$491K | 2.41% | 7 |
|
|
2016
Q3 | $19M | Buy |
148,292
+66,895
| +82% | +$8.58M | 2.97% | 5 |
|
|
2016
Q2 | $9.3M | Sell |
81,397
-105
| -0.1% | -$12K | 1.48% | 20 |
|
|
2016
Q1 | $9.3M | Buy |
81,502
+72,529
| +808% | +$8.28M | 1.43% | 27 |
|
|
2015
Q4 | $939K | Buy |
8,973
+1,168
| +15% | +$122K | 0.16% | 72 |
|
|
2015
Q3 | $702K | Sell |
7,805
-65
| -0.8% | -$5.85K | 0.13% | 69 |
|
|
2015
Q2 | $675K | Buy |
7,870
+95
| +1% | +$8.15K | 0.13% | 59 |
|
|
2015
Q1 | $639K | Sell |
7,775
-410
| -5% | -$33.7K | 0.12% | 63 |
|
|
2014
Q4 | $639K | Buy |
8,185
+10
| +0.1% | +$781 | 0.11% | 76 |
|
|
2014
Q3 | $646K | Sell |
8,175
-121
| -1% | -$9.56K | 0.1% | 64 |
|
|
2014
Q2 | $558K | Buy |
8,296
+385
| +5% | +$25.9K | 0.13% | 61 |
|
|
2014
Q1 | $477K | Sell |
7,911
-540
| -6% | -$32.6K | 0.13% | 62 |
|
|
2013
Q4 | $462K | Buy |
8,451
+1,726
| +26% | +$94.4K | 0.12% | 74 |
|
|
2013
Q3 | $338K | Buy |
+6,725
| New | +$338K | 0.11% | 78 |
|