IWM
IHT Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.2M | Buy |
40,888
+2,407
| +6% | +$1.78M | 0.83% | 19 |
|
2025
Q1 | $22.2M | Sell |
38,481
-12
| -0% | -$6.92K | 0.69% | 26 |
|
2024
Q4 | $22.5M | Sell |
38,493
-14,188
| -27% | -$8.31M | 0.73% | 23 |
|
2024
Q3 | $30.2M | Buy |
52,681
+17,849
| +51% | +$10.2M | 0.86% | 18 |
|
2024
Q2 | $17.6M | Buy |
34,832
+4,009
| +13% | +$2.02M | 0.66% | 25 |
|
2024
Q1 | $15M | Sell |
30,823
-75
| -0.2% | -$36.4K | 0.6% | 25 |
|
2023
Q4 | $10.9M | Sell |
30,898
-398
| -1% | -$141K | 0.49% | 36 |
|
2023
Q3 | $9.4M | Sell |
31,296
-62
| -0.2% | -$18.6K | 0.48% | 34 |
|
2023
Q2 | $9M | Sell |
31,358
-36
| -0.1% | -$10.3K | 0.47% | 38 |
|
2023
Q1 | $6.65M | Buy |
31,394
+223
| +0.7% | +$47.3K | 0.38% | 53 |
|
2022
Q4 | $3.75M | Buy |
31,171
+1,919
| +7% | +$231K | 0.24% | 97 |
|
2022
Q3 | $3.97M | Buy |
29,252
+8,997
| +44% | +$1.22M | 0.3% | 67 |
|
2022
Q2 | $3.27M | Buy |
20,255
+328
| +2% | +$52.9K | 0.29% | 72 |
|
2022
Q1 | $4.43M | Buy |
19,927
+3,872
| +24% | +$861K | 0.34% | 58 |
|
2021
Q4 | $5.4M | Buy |
16,055
+199
| +1% | +$66.9K | 0.4% | 46 |
|
2021
Q3 | $5.38M | Sell |
15,856
-4,602
| -22% | -$1.56M | 0.44% | 44 |
|
2021
Q2 | $7.11M | Buy |
20,458
+1,442
| +8% | +$501K | 0.45% | 41 |
|
2021
Q1 | $5.6M | Buy |
19,016
+1,286
| +7% | +$379K | 0.4% | 48 |
|
2020
Q4 | $4.84M | Sell |
17,730
-32
| -0.2% | -$8.74K | 0.4% | 46 |
|
2020
Q3 | $4.65M | Buy |
17,762
+1,068
| +6% | +$280K | 0.47% | 36 |
|
2020
Q2 | $3.79M | Sell |
16,694
-7,851
| -32% | -$1.78M | 0.52% | 34 |
|
2020
Q1 | $4.09M | Buy |
24,545
+1,619
| +7% | +$270K | 0.59% | 28 |
|
2019
Q4 | $4.71M | Buy |
22,926
+493
| +2% | +$101K | 0.56% | 33 |
|
2019
Q3 | $4.03M | Buy |
22,433
+2,997
| +15% | +$539K | 0.55% | 34 |
|
2019
Q2 | $3.74M | Buy |
19,436
+762
| +4% | +$147K | 0.54% | 35 |
|
2019
Q1 | $3.11M | Sell |
18,674
-1,141
| -6% | -$190K | 0.52% | 36 |
|
2018
Q4 | $2.6M | Buy |
19,815
+1,473
| +8% | +$193K | 0.5% | 42 |
|
2018
Q3 | $3.02M | Buy |
18,342
+1,787
| +11% | +$294K | 0.65% | 29 |
|
2018
Q2 | $3.22M | Buy |
16,555
+329
| +2% | +$63.9K | 0.82% | 23 |
|
2018
Q1 | $2.52M | Buy |
16,226
+3,215
| +25% | +$500K | 0.68% | 24 |
|
2017
Q4 | $2.45M | Buy |
13,011
+7,109
| +120% | +$1.34M | 0.65% | 22 |
|
2017
Q3 | $1.02M | Buy |
5,902
+413
| +8% | +$71.2K | 0.43% | 58 |
|
2017
Q2 | $404 | Buy |
5,489
+1,076
| +24% | +$79 | 0.2% | 129 |
|
2017
Q1 | $626K | Buy |
4,413
+676
| +18% | +$95.9K | 0.42% | 56 |
|
2016
Q4 | $437K | Buy |
+3,737
| New | +$437K | 0.33% | 71 |
|