FFWA
FRG Family Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-185
| Closed | -$79.6K | – | 267 |
|
|
2024
Q1 | $79.6K | Buy |
+185
| New | +$79.6K | 0.02% | 176 |
|
|
2021
Q3 | – | Sell |
-836
| Closed | -$291K | – | 139 |
|
|
2021
Q2 | $291K | Buy |
836
+51
| +6% | +$17.8K | 0.06% | 121 |
|
|
2021
Q1 | $231K | Buy |
+785
| New | +$231K | 0.05% | 126 |
|
|
2018
Q4 | – | Sell |
-2,515
| Closed | -$414K | – | 134 |
|
|
2018
Q3 | $414K | Sell |
2,515
-75
| -3% | -$12.3K | 0.11% | 106 |
|
|
2018
Q2 | $503K | Hold |
2,590
| – | – | 0.15% | 103 |
|
|
2018
Q1 | $414K | Sell |
2,590
-250
| -9% | -$40K | 0.14% | 111 |
|
|
2017
Q4 | $501K | Hold |
2,840
| – | – | 0.16% | 103 |
|
|
2017
Q3 | $485K | Buy |
2,840
+170
| +6% | +$29K | 0.17% | 102 |
|
|
2017
Q2 | $403K | Buy |
2,670
+325
| +14% | +$49.1K | 0.15% | 108 |
|
|
2017
Q1 | $334K | Buy |
2,345
+250
| +12% | +$35.6K | 0.13% | 112 |
|
|
2016
Q4 | $241K | Buy |
2,095
+60
| +3% | +$6.9K | 0.1% | 121 |
|
|
2016
Q3 | $261K | Buy |
2,035
+75
| +4% | +$9.62K | 0.12% | 114 |
|
|
2016
Q2 | $224K | Buy |
1,960
+10
| +0.5% | +$1.14K | 0.1% | 118 |
|
|
2016
Q1 | $224K | Buy |
+1,950
| New | +$224K | 0.11% | 118 |
|