FMWA
Forvis Mazars 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 | $10.9M | Buy |
14,813
+539
| +4% | +$398K | 0.24% | 53 |
|
|
2025
Q1 | $8.23M | Buy |
14,274
+234
| +2% | +$135K | 0.2% | 63 |
|
|
2024
Q4 | $8.22M | Sell |
14,040
-243
| -2% | -$142K | 0.19% | 65 |
|
|
2024
Q3 | $8.18M | Sell |
14,283
-205
| -1% | -$117K | 0.19% | 71 |
|
|
2024
Q2 | $7.31M | Buy |
14,488
+285
| +2% | +$144K | 0.18% | 69 |
|
|
2024
Q1 | $6.9M | Sell |
14,203
-650
| -4% | -$316K | 0.18% | 74 |
|
|
2023
Q4 | $5.26M | Sell |
14,853
-493
| -3% | -$175K | 0.15% | 82 |
|
|
2023
Q3 | $4.61M | Sell |
15,346
-5,333
| -26% | -$1.6M | 0.14% | 86 |
|
|
2023
Q2 | $5.93M | Buy |
20,679
+5,251
| +34% | +$1.51M | 0.17% | 83 |
|
|
2023
Q1 | $3.27M | Buy |
15,428
+2,974
| +24% | +$630K | 0.11% | 111 |
|
|
2022
Q4 | $1.5M | Sell |
12,454
-5,480
| -31% | -$660K | 0.05% | 167 |
|
|
2022
Q3 | $2.43M | Buy |
17,934
+1,079
| +6% | +$146K | 0.1% | 122 |
|
|
2022
Q2 | $2.72M | Sell |
16,855
-410
| -2% | -$66.1K | 0.11% | 103 |
|
|
2022
Q1 | $3.84M | Buy |
17,265
+4,416
| +34% | +$982K | 0.16% | 71 |
|
|
2021
Q4 | $4.32M | Buy |
12,849
+419
| +3% | +$141K | 0.18% | 56 |
|
|
2021
Q3 | $4.22M | Buy |
12,430
+166
| +1% | +$56.3K | 0.19% | 56 |
|
|
2021
Q2 | $4.26M | Sell |
12,264
-337
| -3% | -$117K | 0.2% | 53 |
|
|
2021
Q1 | $3.71M | Sell |
12,601
-7,695
| -38% | -$2.27M | 0.18% | 58 |
|
|
2020
Q4 | $5.54M | Buy |
20,296
+663
| +3% | +$181K | 0.28% | 45 |
|
|
2020
Q3 | $5.14M | Buy |
19,633
+1,584
| +9% | +$415K | 0.3% | 45 |
|
|
2020
Q2 | $4.1M | Buy |
18,049
+4,868
| +37% | +$1.11M | 0.27% | 49 |
|
|
2020
Q1 | $2.2M | Buy |
13,181
+2,615
| +25% | +$436K | 0.18% | 61 |
|
|
2019
Q4 | $2.17M | Buy |
10,566
+1,799
| +21% | +$369K | 0.16% | 77 |
|
|
2019
Q3 | $1.56M | Buy |
8,767
+296
| +3% | +$52.7K | 0.12% | 98 |
|
|
2019
Q2 | $1.64M | Sell |
8,471
-676
| -7% | -$130K | 0.13% | 92 |
|
|
2019
Q1 | $1.53M | Buy |
9,147
+1,511
| +20% | +$252K | 0.13% | 92 |
|
|
2018
Q4 | $1M | Sell |
7,636
-404
| -5% | -$53K | 0.1% | 93 |
|
|
2018
Q3 | $1.32M | Buy |
8,040
+29
| +0.4% | +$4.77K | 0.12% | 93 |
|
|
2018
Q2 | $1.56M | Buy |
8,011
+439
| +6% | +$85.3K | 0.15% | 84 |
|
|
2018
Q1 | $1.21M | Sell |
7,572
-799
| -10% | -$128K | 0.12% | 91 |
|
|
2017
Q4 | $1.48M | Buy |
8,371
+1,250
| +18% | +$221K | 0.15% | 80 |
|
|
2017
Q3 | $1.22M | Sell |
7,121
-402
| -5% | -$68.7K | 0.13% | 83 |
|
|
2017
Q2 | $1.14M | Buy |
7,523
+639
| +9% | +$96.5K | 0.13% | 87 |
|
|
2017
Q1 | $978K | Sell |
6,884
-538
| -7% | -$76.4K | 0.12% | 86 |
|
|
2016
Q4 | $854K | Buy |
7,422
+1,227
| +20% | +$141K | 0.11% | 86 |
|
|
2016
Q3 | $795K | Buy |
6,195
+2,607
| +73% | +$335K | 0.11% | 87 |
|
|
2016
Q2 | $410K | Buy |
3,588
+139
| +4% | +$15.9K | 0.06% | 120 |
|
|
2016
Q1 | $394K | Sell |
3,449
-60
| -2% | -$6.85K | 0.06% | 122 |
|
|
2015
Q4 | $367K | Buy |
3,509
+357
| +11% | +$37.3K | 0.06% | 130 |
|
|
2015
Q3 | $283K | Buy |
3,152
+166
| +6% | +$14.9K | 0.05% | 142 |
|
|
2015
Q2 | $256K | Buy |
2,986
+148
| +5% | +$12.7K | 0.04% | 153 |
|
|
2015
Q1 | $233K | Buy |
+2,838
| New | +$233K | 0.03% | 166 |
|