GWS
Glassman Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,115
| Closed | -$1.46M | – | 1148 |
|
|
2023
Q4 | $1.46M | Sell |
4,115
-227
| -5% | -$80.3K | 0.21% | 36 |
|
|
2023
Q3 | $1.3M | Buy |
4,342
+360
| +9% | +$108K | 0.21% | 35 |
|
|
2023
Q2 | $1.14M | Sell |
3,982
-36
| -0.9% | -$10.3K | 0.18% | 37 |
|
|
2023
Q1 | $852K | Buy |
4,018
+63
| +2% | +$13.4K | 0.15% | 44 |
|
|
2022
Q4 | $476K | Sell |
3,955
-43
| -1% | -$5.18K | 0.09% | 88 |
|
|
2022
Q3 | $542K | Buy |
3,998
+308
| +8% | +$41.8K | 0.12% | 66 |
|
|
2022
Q2 | $595K | Buy |
3,690
+108
| +3% | +$17.4K | 0.12% | 67 |
|
|
2022
Q1 | $796K | Buy |
3,582
+304
| +9% | +$67.6K | 0.15% | 52 |
|
|
2021
Q4 | $1.1M | Sell |
3,278
-340
| -9% | -$114K | 0.2% | 40 |
|
|
2021
Q3 | $1.23M | Buy |
3,618
+211
| +6% | +$71.6K | 0.26% | 35 |
|
|
2021
Q2 | $1.19M | Buy |
3,407
+360
| +12% | +$125K | 0.25% | 35 |
|
|
2021
Q1 | $897K | Sell |
3,047
-2
| -0.1% | -$589 | 0.19% | 51 |
|
|
2020
Q4 | $833K | Buy |
3,049
+192
| +7% | +$52.5K | 0.19% | 51 |
|
|
2020
Q3 | $748K | Buy |
2,857
+366
| +15% | +$95.8K | 0.21% | 50 |
|
|
2020
Q2 | $566K | Buy |
2,491
+311
| +14% | +$70.7K | 0.18% | 58 |
|
|
2020
Q1 | $364K | Sell |
2,180
-260
| -11% | -$43.4K | 0.14% | 71 |
|
|
2019
Q4 | $501K | Buy |
2,440
+144
| +6% | +$29.6K | 0.19% | 67 |
|
|
2019
Q3 | $409K | Sell |
2,296
-260
| -10% | -$46.3K | 0.16% | 70 |
|
|
2019
Q2 | $493K | Buy |
2,556
+115
| +5% | +$22.2K | 0.2% | 65 |
|
|
2019
Q1 | $407K | Buy |
2,441
+340
| +16% | +$56.7K | 0.18% | 67 |
|
|
2018
Q4 | $275K | Buy |
2,101
+83
| +4% | +$10.9K | 0.15% | 82 |
|
|
2018
Q3 | $332K | Buy |
2,018
+2
| +0.1% | +$329 | 0.15% | 75 |
|
|
2018
Q2 | $392K | Sell |
2,016
-194
| -9% | -$37.7K | 0.19% | 54 |
|
|
2018
Q1 | $353K | Sell |
2,210
-399
| -15% | -$63.7K | 0.22% | 53 |
|
|
2017
Q4 | $460K | Sell |
2,609
-275
| -10% | -$48.5K | 0.28% | 39 |
|
|
2017
Q3 | $493K | Sell |
2,884
-538
| -16% | -$92K | 0.32% | 36 |
|
|
2017
Q2 | $517K | Buy |
3,422
+431
| +14% | +$65.1K | 0.34% | 35 |
|
|
2017
Q1 | $425K | Buy |
2,991
+889
| +42% | +$126K | 0.29% | 37 |
|
|
2016
Q4 | $242K | Sell |
2,102
-438
| -17% | -$50.4K | 0.17% | 61 |
|
|
2016
Q3 | $326K | Buy |
2,540
+793
| +45% | +$102K | 0.27% | 40 |
|
|
2016
Q2 | $200K | Hold |
1,747
| – | – | 0.17% | 56 |
|
|
2016
Q1 | $199K | Hold |
1,747
| – | – | 0.18% | 56 |
|
|
2015
Q4 | $183K | Sell |
1,747
-11,800
| -87% | -$1.24M | 0.17% | 74 |
|
|
2015
Q3 | $1.22M | Buy |
13,547
+850
| +7% | +$76.4K | 1.1% | 14 |
|
|
2015
Q2 | $1.09M | Buy |
12,697
+2,300
| +22% | +$197K | 0.88% | 14 |
|
|
2015
Q1 | $855K | Buy |
10,397
+3,590
| +53% | +$295K | 0.69% | 14 |
|
|
2014
Q4 | $531K | Buy |
+6,807
| New | +$531K | 0.39% | 24 |
|