EWA
EverSource 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 | $15.1M | Buy |
20,466
+2,528
| +14% | +$1.87M | 0.68% | 32 |
|
|
2025
Q1 | $10.3M | Buy |
17,938
+1,578
| +10% | +$909K | 0.57% | 43 |
|
|
2024
Q4 | $9.58M | Buy |
16,360
+708
| +5% | +$415K | 0.54% | 43 |
|
|
2024
Q3 | $8.96M | Sell |
15,652
-38
| -0.2% | -$21.8K | 0.57% | 44 |
|
|
2024
Q2 | $7.45M | Sell |
15,690
-421
| -3% | -$200K | 0.49% | 50 |
|
|
2024
Q1 | $6.93M | Buy |
16,111
+56
| +0.3% | +$24.1K | 0.54% | 46 |
|
|
2023
Q4 | $5.68M | Buy |
16,055
+1,880
| +13% | +$665K | 0.52% | 46 |
|
|
2023
Q3 | $4.26M | Buy |
14,175
+281
| +2% | +$84.4K | 0.45% | 62 |
|
|
2023
Q2 | $3.99M | Buy |
13,894
+676
| +5% | +$194K | 0.44% | 60 |
|
|
2023
Q1 | $2.8M | Buy |
13,218
+1,587
| +14% | +$336K | 0.35% | 73 |
|
|
2022
Q4 | $1.4M | Buy |
11,631
+4,331
| +59% | +$521K | 0.21% | 93 |
|
|
2022
Q3 | $990K | Buy |
7,300
+331
| +5% | +$44.9K | 0.23% | 81 |
|
|
2022
Q2 | $1.12M | Buy |
6,969
+1,289
| +23% | +$208K | 0.29% | 62 |
|
|
2022
Q1 | $1.26M | Buy |
5,680
+1,232
| +28% | +$274K | 0.32% | 57 |
|
|
2021
Q4 | $1.5M | Buy |
+4,448
| New | +$1.5M | 0.42% | 46 |
|