IWA
IBEX Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
18,849
+2,065
| +12% | +$1.52M | 1.48% | 13 |
|
|
2025
Q1 | $9.67M | Sell |
16,784
-4,871
| -22% | -$2.81M | 1.28% | 26 |
|
|
2024
Q4 | $12.7M | Buy |
+21,655
| New | +$12.7M | 1.49% | 13 |
|
|
2024
Q3 | – | Sell |
-20,143
| Closed | -$10.2M | – | 194 |
|
|
2024
Q2 | $10.2M | Buy |
+20,143
| New | +$10.2M | 1.58% | 14 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$5.37K | – | 138 |
|
|
2023
Q4 | $5.37K | Sell |
15
-7,500
| -100% | -$2.68M | 1.17% | 31 |
|
|
2023
Q3 | $2.26M | Buy |
+7,515
| New | +$2.26M | 0.57% | 56 |
|
|
2022
Q1 | – | Sell |
-3,344
| Closed | -$1.13M | – | 195 |
|
|
2021
Q4 | $1.13M | Sell |
3,344
-162
| -5% | -$54.5K | 0.2% | 108 |
|
|
2021
Q3 | $1.19M | Buy |
+3,506
| New | +$1.19M | 0.23% | 105 |
|
|
2021
Q1 | – | Sell |
-17,238
| Closed | -$4.71M | – | 122 |
|
|
2020
Q4 | $4.71M | Buy |
17,238
+287
| +2% | +$78.4K | 1.23% | 27 |
|
|
2020
Q3 | $4.44M | Buy |
16,951
+531
| +3% | +$139K | 1.29% | 27 |
|
|
2020
Q2 | $3.73M | Buy |
16,420
+6,038
| +58% | +$1.37M | 1.2% | 31 |
|
|
2020
Q1 | $1.73M | Buy |
+10,382
| New | +$1.73M | 0.67% | 64 |
|
|
2019
Q3 | – | Sell |
-337
| Closed | -$65K | – | 245 |
|
|
2019
Q2 | $65K | Buy |
+337
| New | +$65K | 0.02% | 189 |
|
|
2019
Q1 | – | Sell |
-10,150
| Closed | -$1.33M | – | 106 |
|
|
2018
Q4 | $1.33M | Sell |
10,150
-21,108
| -68% | -$2.77M | 0.61% | 50 |
|
|
2018
Q3 | $5.08M | Buy |
31,258
+4,998
| +19% | +$812K | 1.82% | 14 |
|
|
2018
Q2 | $4.08M | Hold |
26,260
| – | – | 1.63% | 19 |
|
|
2018
Q1 | $4.08M | Sell |
26,260
-6,978
| -21% | -$1.08M | 1.66% | 19 |
|
|
2017
Q4 | $6.26M | Sell |
33,238
-158
| -0.5% | -$29.7K | 2.77% | 7 |
|
|
2017
Q3 | $5.76M | Sell |
33,396
-350
| -1% | -$60.4K | 2.13% | 7 |
|
|
2017
Q2 | $5.18M | Buy |
33,746
+2,189
| +7% | +$336K | 2.04% | 7 |
|
|
2017
Q1 | $4.48M | Sell |
31,557
-85
| -0.3% | -$12.1K | 2.76% | 8 |
|
|
2016
Q4 | $4.02M | Buy |
31,642
+1,856
| +6% | +$236K | 1.92% | 10 |
|
|
2016
Q3 | $3.82M | Buy |
+29,786
| New | +$3.82M | 2.09% | 8 |
|