HPWM
High Pines Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $674K | Buy |
1,904
+251
| +15% | +$88.9K | 1.03% | 16 |
|
|
2023
Q3 | $496K | Buy |
1,653
+41
| +3% | +$12.3K | 0.82% | 17 |
|
|
2023
Q2 | $463K | Hold |
1,612
| – | – | 0.7% | 17 |
|
|
2023
Q1 | $342K | Buy |
+1,612
| New | +$342K | 0.57% | 20 |
|
|
2022
Q4 | – | Sell |
-1,604
| Closed | -$218K | – | 33 |
|
|
2022
Q3 | $218K | Buy |
1,604
+222
| +16% | +$30.2K | 0.42% | 29 |
|
|
2022
Q2 | $223K | Sell |
1,382
-18,052
| -93% | -$2.91M | 0.41% | 26 |
|
|
2022
Q1 | $4.32M | Buy |
19,434
+1,179
| +6% | +$262K | 3.18% | 15 |
|
|
2021
Q4 | $6.14M | Sell |
18,255
-491
| -3% | -$165K | 4.28% | 7 |
|
|
2021
Q3 | $6.36M | Buy |
18,746
+1,478
| +9% | +$502K | 4.37% | 5 |
|
|
2021
Q2 | $6M | Buy |
17,268
+317
| +2% | +$110K | 4.53% | 5 |
|
|
2021
Q1 | $4.99M | Sell |
16,951
-31
| -0.2% | -$9.13K | 4.41% | 7 |
|
|
2020
Q4 | $4.64M | Buy |
+16,982
| New | +$4.64M | 4.29% | 7 |
|