Gideon Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-6,480
| Closed | -$1.15M | – | 348 |
|
2019
Q3 | $1.15M | Buy |
+6,480
| New | +$1.15M | 0.38% | 98 |
|
2019
Q1 | – | Sell |
-7,297
| Closed | -$957K | – | 464 |
|
2018
Q4 | $957K | Buy |
+7,297
| New | +$957K | 0.39% | 73 |
|
2018
Q1 | – | Sell |
-5,467
| Closed | -$965K | – | 421 |
|
2017
Q4 | $965K | Buy |
+5,467
| New | +$965K | 0.85% | 13 |
|
2016
Q1 | – | Sell |
-3,881
| Closed | -$406K | – | 200 |
|
2015
Q4 | $406K | Sell |
3,881
-4,835
| -55% | -$506K | 0.29% | 120 |
|
2015
Q3 | $784K | Buy |
8,716
+3,757
| +76% | +$338K | 0.46% | 82 |
|
2015
Q2 | $425K | Buy |
+4,959
| New | +$425K | 0.18% | 154 |
|
2014
Q3 | – | Sell |
-8,740
| Closed | -$588K | – | 335 |
|
2014
Q2 | $588K | Buy |
8,740
+1,401
| +19% | +$94.3K | 0.21% | 143 |
|
2014
Q1 | $442K | Buy |
7,339
+113
| +2% | +$6.81K | 0.25% | 126 |
|
2013
Q4 | $395K | Buy |
+7,226
| New | +$395K | 0.23% | 122 |
|