Financial Synergies Wealth Advisors’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
Q2 | – | Sell |
-53
| Closed | -$25.8K | – | 294 |
|
|
2024
Q1 | $25.8K | Sell |
53
-37
| -41% | -$18K | ﹤0.01% | 171 |
|
|
2023
Q4 | $10.8K | Hold |
90
| – | – | ﹤0.01% | 181 |
|
|
2023
Q3 | $27K | Hold |
90
| – | – | ﹤0.01% | 154 |
|
|
2023
Q2 | $25.8K | Hold |
90
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $19.1K | Hold |
90
| – | – | ﹤0.01% | 182 |
|
|
2022
Q4 | $10.8K | Sell |
90
-98
| -52% | -$11.8K | ﹤0.01% | 181 |
|
|
2022
Q3 | $25.5K | Hold |
188
| – | – | ﹤0.01% | 119 |
|
|
2022
Q2 | $30.3K | Buy |
+188
| New | +$30.3K | ﹤0.01% | 121 |
|
|
2022
Q1 | – | Sell |
-767
| Closed | -$258K | – | 66 |
|
|
2021
Q4 | $258K | Sell |
767
-425
| -36% | -$143K | 0.04% | 62 |
|
|
2021
Q3 | $405K | Buy |
1,192
+285
| +31% | +$96.7K | 0.06% | 49 |
|
|
2021
Q2 | $315K | Buy |
+907
| New | +$315K | 0.04% | 52 |
|
|
2021
Q1 | – | Sell |
-737
| Closed | -$201K | – | 63 |
|
|
2020
Q4 | $201K | Buy |
+737
| New | +$201K | 0.03% | 56 |
|
|
2020
Q3 | – | Sell |
-1,157
| Closed | -$263K | – | 62 |
|
|
2020
Q2 | $263K | Buy |
+1,157
| New | +$263K | 0.09% | 48 |
|