EWM
Executive Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.6M | Sell |
30,052
-408
| -1% | -$239K | 1.38% | 17 |
|
|
2024
Q3 | $17.4M | Buy |
30,460
+629
| +2% | +$360K | 1.37% | 18 |
|
|
2024
Q2 | $15M | Sell |
29,831
-371
| -1% | -$187K | 2.76% | 11 |
|
|
2024
Q1 | $14.8M | Sell |
30,202
-3,902
| -11% | -$1.92M | 1.3% | 19 |
|
|
2023
Q4 | $12.1M | Buy |
34,104
+1,385
| +4% | +$490K | 1.14% | 20 |
|
|
2023
Q3 | $9.82M | Buy |
32,719
+729
| +2% | +$219K | 1.02% | 23 |
|
|
2023
Q2 | $9.18M | Sell |
31,990
-914
| -3% | -$262K | 0.95% | 29 |
|
|
2023
Q1 | $6.97M | Sell |
32,904
-896
| -3% | -$190K | 0.77% | 37 |
|
|
2022
Q4 | $4.07M | Buy |
33,800
+28,562
| +545% | +$3.44M | 0.5% | 62 |
|
|
2022
Q3 | $5.24K | Sell |
5,238
-32,739
| -86% | -$32.7K | 0.73% | 51 |
|
|
2022
Q2 | $6.12M | Sell |
37,977
-8,301
| -18% | -$1.34M | 0.82% | 39 |
|
|
2022
Q1 | $10.3M | Sell |
46,278
-1,061
| -2% | -$236K | 1.12% | 20 |
|
|
2021
Q4 | $15.9M | Buy |
47,339
+532
| +1% | +$179K | 1.58% | 15 |
|
|
2021
Q3 | $15.9M | Sell |
46,807
-233
| -0.5% | -$79.1K | 1.75% | 13 |
|
|
2021
Q2 | $16.4M | Buy |
47,040
+188
| +0.4% | +$65.4K | 1.79% | 13 |
|
|
2021
Q1 | $13.8M | Buy |
46,852
+2,878
| +7% | +$848K | 1.62% | 16 |
|
|
2020
Q4 | $12M | Buy |
43,974
+2,989
| +7% | +$816K | 1.48% | 15 |
|
|
2020
Q3 | $10.7M | Buy |
40,985
+938
| +2% | +$246K | 1.49% | 15 |
|
|
2020
Q2 | $9.09M | Sell |
40,047
-3,199
| -7% | -$726K | 1.37% | 17 |
|
|
2020
Q1 | $7.21M | Sell |
43,246
-3,212
| -7% | -$536K | 1.28% | 13 |
|
|
2019
Q4 | $9.53M | Sell |
46,458
-229
| -0.5% | -$47K | 1.3% | 17 |
|
|
2019
Q3 | $8.31M | Buy |
46,687
+4,266
| +10% | +$760K | 1.26% | 18 |
|
|
2019
Q2 | $8.19M | Sell |
42,421
-422
| -1% | -$81.4K | 1.16% | 19 |
|
|
2019
Q1 | $7.14M | Buy |
42,843
+3,204
| +8% | +$534K | 1.28% | 14 |
|
|
2018
Q4 | $5.2M | Buy |
+39,639
| New | +$5.2M | 0.92% | 14 |
|