Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $309K | Sell |
539
-132
| -20% | -$75.6K | 0.73% | 24 |
|
|
2024
Q2 | $338K | Buy |
+671
| New | +$338K | 0.86% | 23 |
|
|
2022
Q1 | – | Sell |
-1,152
| Closed | -$387K | – | 53 |
|
|
2021
Q4 | $387K | Sell |
1,152
-292
| -20% | -$98.1K | 0.33% | 46 |
|
|
2021
Q3 | $490K | Sell |
1,444
-170
| -11% | -$57.7K | 0.45% | 41 |
|
|
2021
Q2 | $561K | Buy |
1,614
+393
| +32% | +$137K | 0.51% | 37 |
|
|
2021
Q1 | $360K | Hold |
1,221
| – | – | 0.34% | 51 |
|
|
2020
Q4 | $333K | Sell |
1,221
-20
| -2% | -$5.46K | 0.33% | 53 |
|
|
2020
Q3 | $325K | Buy |
1,241
+70
| +6% | +$18.3K | 0.34% | 48 |
|
|
2020
Q2 | $265K | Sell |
1,171
-175
| -13% | -$39.6K | 0.31% | 48 |
|
|
2020
Q1 | $224K | Buy |
1,346
+121
| +10% | +$20.1K | 0.29% | 51 |
|
|
2019
Q4 | $251K | Buy |
+1,225
| New | +$251K | 0.25% | 53 |
|