FVWA
Foster Victor 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 | $22.3M | Buy |
30,423
+1,431
| +5% | +$1.05M | 1.51% | 11 |
|
|
2025
Q1 | $15.8M | Buy |
28,992
+4,778
| +20% | +$2.6M | 1.27% | 21 |
|
|
2024
Q4 | $14.8M | Buy |
24,214
+686
| +3% | +$420K | 1.14% | 27 |
|
|
2024
Q3 | $13.9M | Buy |
23,528
+18,672
| +385% | +$11M | 1.11% | 29 |
|
|
2024
Q2 | $2.38M | Buy |
4,856
+789
| +19% | +$386K | 0.2% | 98 |
|
|
2024
Q1 | $2.13M | Buy |
4,067
+250
| +7% | +$131K | 0.19% | 85 |
|
|
2023
Q4 | $1.37M | Sell |
3,817
-110
| -3% | -$39.5K | 0.14% | 92 |
|
|
2023
Q3 | $1.24M | Buy |
3,927
+22
| +0.6% | +$6.94K | 0.14% | 87 |
|
|
2023
Q2 | $1.15M | Buy |
3,905
+140
| +4% | +$41.2K | 0.13% | 95 |
|
|
2023
Q1 | $808K | Buy |
+3,765
| New | +$808K | 0.1% | 97 |
|
|
2022
Q4 | – | Sell |
-82,406
| Closed | -$11.5M | – | 169 |
|
|
2022
Q3 | $11.5M | Buy |
82,406
+12,055
| +17% | +$1.68M | 1.67% | 17 |
|
|
2022
Q2 | $11.9M | Buy |
70,351
+5,558
| +9% | +$944K | 1.78% | 12 |
|
|
2022
Q1 | $14.5M | Buy |
64,793
+18,588
| +40% | +$4.15M | 1.98% | 8 |
|
|
2021
Q4 | $15.4M | Buy |
46,205
+4,111
| +10% | +$1.37M | 2.1% | 7 |
|
|
2021
Q3 | $14.3M | Buy |
42,094
+2,204
| +6% | +$748K | 2.29% | 4 |
|
|
2021
Q2 | $13.9M | Buy |
39,890
+1,605
| +4% | +$558K | 2.32% | 3 |
|
|
2021
Q1 | $11.9M | Buy |
38,285
+6,843
| +22% | +$2.12M | 2.21% | 7 |
|
|
2020
Q4 | $8.59M | Buy |
31,442
+3,386
| +12% | +$925K | 1.96% | 13 |
|
|
2020
Q3 | $7.35M | Buy |
28,056
+2,678
| +11% | +$701K | 1.99% | 10 |
|
|
2020
Q2 | $5.76M | Buy |
25,378
+3,837
| +18% | +$871K | 1.91% | 9 |
|
|
2020
Q1 | $3.68M | Buy |
21,541
+4,518
| +27% | +$772K | 1.61% | 19 |
|
|
2019
Q4 | $3.66M | Buy |
17,023
+1,907
| +13% | +$410K | 1.59% | 13 |
|
|
2019
Q3 | $2.72M | Buy |
15,116
+5,439
| +56% | +$977K | 1.51% | 12 |
|
|
2019
Q2 | $1.89M | Buy |
9,677
+375
| +4% | +$73.4K | 1.39% | 10 |
|
|
2019
Q1 | $1.55M | Buy |
9,302
+2,089
| +29% | +$348K | 1.21% | 10 |
|
|
2018
Q4 | $946K | Buy |
+7,213
| New | +$946K | 0.89% | 10 |
|