IWS
Insight Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.97M | Buy |
6,905
+729
| +12% | +$524K | 0.63% | 39 |
|
2025
Q1 | $3.56M | Buy |
6,176
+5,109
| +479% | +$2.94M | 0.48% | 65 |
|
2024
Q4 | $625K | Buy |
1,067
+17
| +2% | +$9.96K | 0.08% | 113 |
|
2024
Q3 | $601K | Buy |
1,050
+1
| +0.1% | +$572 | 0.08% | 124 |
|
2024
Q2 | $529K | Buy |
1,049
+101
| +11% | +$50.9K | 0.08% | 129 |
|
2024
Q1 | $460K | Sell |
948
-32
| -3% | -$15.5K | 0.07% | 136 |
|
2023
Q4 | $347K | Buy |
980
+89
| +10% | +$31.5K | 0.06% | 141 |
|
2023
Q3 | $267K | Sell |
891
-7
| -0.8% | -$2.1K | 0.05% | 133 |
|
2023
Q2 | $258K | Buy |
+898
| New | +$258K | 0.05% | 128 |
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$224K | – | 157 |
|
2022
Q1 | $224K | Buy |
1,009
+89
| +10% | +$19.8K | 0.03% | 149 |
|
2021
Q4 | $309K | Sell |
920
-4
| -0.4% | -$1.34K | 0.04% | 134 |
|
2021
Q3 | $314K | Buy |
924
+42
| +5% | +$14.3K | 0.04% | 158 |
|
2021
Q2 | $307K | Sell |
882
-2,172
| -71% | -$756K | 0.04% | 159 |
|
2021
Q1 | $899K | Sell |
3,054
-21
| -0.7% | -$6.18K | 0.12% | 111 |
|
2020
Q4 | $840K | Buy |
3,075
+285
| +10% | +$77.9K | 0.14% | 85 |
|
2020
Q3 | $731K | Sell |
2,790
-5,163
| -65% | -$1.35M | 0.14% | 71 |
|
2020
Q2 | $1.81M | Buy |
7,953
+1,687
| +27% | +$383K | 0.4% | 29 |
|
2020
Q1 | $1.05M | Sell |
6,266
-8,343
| -57% | -$1.39M | 0.28% | 35 |
|
2019
Q4 | $3M | Buy |
14,609
+563
| +4% | +$116K | 0.63% | 26 |
|
2019
Q3 | $2.5M | Buy |
14,046
+1,802
| +15% | +$321K | 0.59% | 29 |
|
2019
Q2 | $2.36M | Buy |
12,244
+10,835
| +769% | +$2.09M | 0.58% | 27 |
|
2019
Q1 | $235K | Sell |
1,409
-480
| -25% | -$80.1K | 0.07% | 126 |
|
2018
Q4 | $248K | Buy |
+1,889
| New | +$248K | 0.08% | 123 |
|