GVAG
Great Valley Advisor Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Sell |
48,486
-8,073
| -14% | -$5.96M | 0.79% | 26 |
|
|
2025
Q1 | $32.6M | Buy |
56,559
+10,813
| +24% | +$6.23M | 0.7% | 31 |
|
|
2024
Q4 | $26.8M | Buy |
45,746
+4,672
| +11% | +$2.74M | 0.6% | 36 |
|
|
2024
Q3 | $23.5M | Buy |
41,074
+4,637
| +13% | +$2.65M | 0.58% | 37 |
|
|
2024
Q2 | $18.4M | Buy |
36,437
+5,071
| +16% | +$2.56M | 0.51% | 48 |
|
|
2024
Q1 | $15.2M | Buy |
31,366
+4,638
| +17% | +$2.25M | 0.46% | 60 |
|
|
2023
Q4 | $9.46M | Buy |
26,728
+4,298
| +19% | +$1.52M | 0.33% | 73 |
|
|
2023
Q3 | $6.73M | Buy |
22,430
+4,285
| +24% | +$1.29M | 0.28% | 96 |
|
|
2023
Q2 | $5.21M | Sell |
18,145
-644
| -3% | -$185K | 0.22% | 119 |
|
|
2023
Q1 | $3.98M | Sell |
18,789
-6,926
| -27% | -$1.47M | 0.19% | 139 |
|
|
2022
Q4 | $3.09M | Sell |
25,715
-617
| -2% | -$74.3K | 0.16% | 154 |
|
|
2022
Q3 | $3.57M | Buy |
26,332
+2,448
| +10% | +$332K | 0.2% | 127 |
|
|
2022
Q2 | $3.85M | Buy |
23,884
+12,667
| +113% | +$2.04M | 0.21% | 126 |
|
|
2022
Q1 | $2.81M | Buy |
11,217
+593
| +6% | +$148K | 0.16% | 155 |
|
|
2021
Q4 | $3.58M | Sell |
10,624
-5,082
| -32% | -$1.71M | 0.22% | 117 |
|
|
2021
Q3 | $5.33M | Buy |
15,706
+407
| +3% | +$138K | 0.37% | 69 |
|
|
2021
Q2 | $5.23M | Buy |
15,299
+2,229
| +17% | +$761K | 0.39% | 64 |
|
|
2021
Q1 | $3.85M | Sell |
13,070
-1,317
| -9% | -$388K | 0.37% | 57 |
|
|
2020
Q4 | $3.93M | Buy |
14,387
+202
| +1% | +$55.2K | 0.41% | 54 |
|
|
2020
Q3 | $3.71M | Buy |
14,185
+3,807
| +37% | +$997K | 0.46% | 53 |
|
|
2020
Q2 | $2.36M | Buy |
10,378
+4,087
| +65% | +$928K | 0.39% | 68 |
|
|
2020
Q1 | $1.05M | Sell |
6,291
-5,610
| -47% | -$936K | 0.28% | 112 |
|
|
2019
Q4 | $2.44M | Sell |
11,901
-1,359
| -10% | -$279K | 0.54% | 51 |
|
|
2019
Q3 | $2.36M | Sell |
13,260
-320
| -2% | -$57K | 0.57% | 51 |
|
|
2019
Q2 | $2.62M | Buy |
13,580
+1,887
| +16% | +$364K | 0.66% | 40 |
|
|
2019
Q1 | $1.95M | Buy |
11,693
+601
| +5% | +$100K | 0.62% | 40 |
|
|
2018
Q4 | $1.45M | Buy |
+11,092
| New | +$1.45M | 0.54% | 44 |
|