EWM
Evercore 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 | $4.81M | Sell |
6,519
-363
| -5% | -$268K | 0.07% | 102 |
|
|
2025
Q1 | $3.97M | Sell |
6,882
-344
| -5% | -$198K | 0.06% | 111 |
|
|
2024
Q4 | $4.23M | Buy |
7,226
+79
| +1% | +$46.3K | 0.06% | 113 |
|
|
2024
Q3 | $4.09M | Sell |
7,147
-48
| -0.7% | -$27.5K | 0.06% | 111 |
|
|
2024
Q2 | $3.63M | Sell |
7,195
-156
| -2% | -$78.7K | 0.06% | 115 |
|
|
2024
Q1 | $3.57M | Sell |
7,351
-258
| -3% | -$125K | 0.06% | 120 |
|
|
2023
Q4 | $2.69M | Buy |
7,609
+998
| +15% | +$353K | 0.05% | 140 |
|
|
2023
Q3 | $1.98M | Buy |
6,611
+679
| +11% | +$204K | 0.04% | 155 |
|
|
2023
Q2 | $1.7M | Buy |
5,932
+367
| +7% | +$105K | 0.03% | 173 |
|
|
2023
Q1 | $1.18M | Sell |
5,565
-120
| -2% | -$25.4K | 0.02% | 198 |
|
|
2022
Q4 | $684K | Sell |
5,685
-1,035
| -15% | -$125K | 0.01% | 243 |
|
|
2022
Q3 | $912K | Sell |
6,720
-52
| -0.8% | -$7.06K | 0.02% | 210 |
|
|
2022
Q2 | $1.09M | Sell |
6,772
-5,444
| -45% | -$878K | 0.02% | 200 |
|
|
2022
Q1 | $2.72M | Buy |
12,216
+3,577
| +41% | +$795K | 0.05% | 140 |
|
|
2021
Q4 | $2.91M | Sell |
8,639
-1,297
| -13% | -$436K | 0.05% | 141 |
|
|
2021
Q3 | $3.37M | Sell |
9,936
-405
| -4% | -$137K | 0.06% | 129 |
|
|
2021
Q2 | $3.6M | Sell |
10,341
-231
| -2% | -$80.3K | 0.07% | 125 |
|
|
2021
Q1 | $3.11M | Sell |
10,572
-2,859
| -21% | -$842K | 0.06% | 135 |
|
|
2020
Q4 | $3.67M | Sell |
13,431
-170
| -1% | -$46.4K | 0.08% | 114 |
|
|
2020
Q3 | $3.56M | Sell |
13,601
-203
| -1% | -$53.2K | 0.09% | 104 |
|
|
2020
Q2 | $3.13M | Buy |
13,804
+420
| +3% | +$95.4K | 0.08% | 110 |
|
|
2020
Q1 | $2.23M | Sell |
13,384
-7
| -0.1% | -$1.17K | 0.07% | 121 |
|
|
2019
Q4 | $2.75M | Buy |
13,391
+671
| +5% | +$138K | 0.07% | 130 |
|
|
2019
Q3 | $2.27M | Sell |
12,720
-608
| -5% | -$108K | 0.07% | 141 |
|
|
2019
Q2 | $2.57M | Buy |
13,328
+1,059
| +9% | +$204K | 0.08% | 134 |
|
|
2019
Q1 | $2.05M | Buy |
12,269
+2,420
| +25% | +$403K | 0.07% | 145 |
|
|
2018
Q4 | $1.29M | Sell |
9,849
-1,352
| -12% | -$177K | 0.05% | 162 |
|
|
2018
Q3 | $1.84M | Buy |
11,201
+1,248
| +13% | +$205K | 0.06% | 152 |
|
|
2018
Q2 | $1.93M | Buy |
9,953
+292
| +3% | +$56.7K | 0.07% | 142 |
|
|
2018
Q1 | $1.54M | Sell |
9,661
-12,803
| -57% | -$2.05M | 0.06% | 149 |
|
|
2017
Q4 | $3.96M | Sell |
22,464
-1,751
| -7% | -$309K | 0.15% | 92 |
|
|
2017
Q3 | $4.14M | Sell |
24,215
-422
| -2% | -$72.1K | 0.16% | 89 |
|
|
2017
Q2 | $3.72M | Buy |
24,637
+2,354
| +11% | +$355K | 0.14% | 97 |
|
|
2017
Q1 | $3.17M | Buy |
22,283
+485
| +2% | +$68.9K | 0.12% | 105 |
|
|
2016
Q4 | $2.51M | Sell |
21,798
-2,500
| -10% | -$288K | 0.1% | 117 |
|
|
2016
Q3 | $3.12M | Sell |
24,298
-70
| -0.3% | -$8.98K | 0.13% | 109 |
|
|
2016
Q2 | $2.78M | Sell |
24,368
-1,666
| -6% | -$190K | 0.12% | 111 |
|
|
2016
Q1 | $2.97M | Sell |
26,034
-648
| -2% | -$74K | 0.13% | 104 |
|
|
2015
Q4 | $2.79M | Buy |
26,682
+728
| +3% | +$76.2K | 0.13% | 112 |
|
|
2015
Q3 | $2.33M | Sell |
25,954
-1,248
| -5% | -$112K | 0.11% | 117 |
|
|
2015
Q2 | $2.33M | Buy |
27,202
+5,464
| +25% | +$468K | 0.11% | 125 |
|
|
2015
Q1 | $1.78M | Buy |
21,738
+146
| +0.7% | +$12K | 0.08% | 149 |
|
|
2014
Q4 | $1.69M | Sell |
21,592
-32
| -0.1% | -$2.5K | 0.08% | 134 |
|
|
2014
Q3 | $1.71M | Buy |
21,624
+6,229
| +40% | +$493K | 0.09% | 150 |
|
|
2014
Q2 | $1.03M | Sell |
15,395
-2,887
| -16% | -$194K | 0.05% | 185 |
|
|
2014
Q1 | $1.1M | Sell |
18,282
-4,785
| -21% | -$288K | 0.06% | 175 |
|
|
2013
Q4 | $1.26M | Sell |
23,067
-78,827
| -77% | -$4.31M | 0.07% | 170 |
|
|
2013
Q3 | $5.12M | Buy |
101,894
+9,834
| +11% | +$494K | 0.29% | 93 |
|
|
2013
Q2 | $2.29M | Buy |
+92,060
| New | +$2.29M | 0.13% | 150 |
|