Genovese Burford & Brothers Wealth & Retirement Plan Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $561K | Buy |
2,053
+148
| +8% | +$40.4K | 0.14% | 51 |
|
|
2020
Q3 | $499K | Buy |
1,905
+173
| +10% | +$45.3K | 0.14% | 53 |
|
|
2020
Q2 | $393K | Sell |
1,732
-25
| -1% | -$5.67K | 0.11% | 49 |
|
|
2020
Q1 | $293K | Buy |
1,757
+100
| +6% | +$16.7K | 0.08% | 64 |
|
|
2019
Q4 | $340K | Sell |
1,657
-145
| -8% | -$29.8K | 0.08% | 77 |
|
|
2019
Q3 | $321K | Buy |
1,802
+182
| +11% | +$32.4K | 0.08% | 77 |
|
|
2019
Q2 | $313K | Buy |
1,620
+1
| +0.1% | +$193 | 0.08% | 74 |
|
|
2019
Q1 | $270K | Sell |
1,619
-235
| -13% | -$39.2K | 0.08% | 77 |
|
|
2018
Q4 | $243K | Hold |
1,854
| – | – | 0.08% | 75 |
|
|
2018
Q3 | $305K | Buy |
1,854
+362
| +24% | +$59.6K | 0.1% | 65 |
|
|
2018
Q2 | $290K | Hold |
1,492
| – | – | 0.1% | 57 |
|
|
2018
Q1 | $238K | Sell |
1,492
-332
| -18% | -$53K | 0.09% | 68 |
|
|
2017
Q4 | $341K | Buy |
1,824
+419
| +30% | +$78.3K | 0.89% | 22 |
|
|
2017
Q3 | $240K | Buy |
1,405
+93
| +7% | +$15.9K | 0.1% | 50 |
|
|
2017
Q2 | $198K | Buy |
1,312
+133
| +11% | +$20.1K | 0.08% | 55 |
|
|
2017
Q1 | $168K | Sell |
1,179
-1,263
| -52% | -$180K | 0.07% | 65 |
|
|
2016
Q4 | $282K | Buy |
2,442
+1,347
| +123% | +$156K | 0.08% | 53 |
|
|
2016
Q3 | $140K | Sell |
1,095
-135
| -11% | -$17.3K | 0.06% | 80 |
|
|
2016
Q2 | $140K | Buy |
1,230
+18
| +1% | +$2.05K | 0.06% | 79 |
|
|
2016
Q1 | $138K | Buy |
1,212
+350
| +41% | +$39.9K | 0.07% | 71 |
|
|
2015
Q4 | $90K | Buy |
+862
| New | +$90K | 0.04% | 93 |
|