IFWM
Institute for 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 | $15.2M | Sell |
20,541
-18
| -0.1% | -$13.3K | 1.69% | 6 |
|
|
2025
Q1 | $11.8M | Buy |
20,559
+318
| +2% | +$183K | 1.52% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
20,241
-34
| -0.2% | -$19.9K | 1.48% | 6 |
|
|
2024
Q3 | $11.6M | Sell |
20,275
-210
| -1% | -$120K | 1.46% | 5 |
|
|
2024
Q2 | $10.3M | Buy |
20,485
+320
| +2% | +$161K | 1.38% | 8 |
|
|
2024
Q1 | $9.79M | Sell |
20,165
-15
| -0.1% | -$7.28K | 1.26% | 7 |
|
|
2023
Q4 | $7.14M | Sell |
20,180
-418
| -2% | -$148K | 1.16% | 10 |
|
|
2023
Q3 | $6.18M | Sell |
20,598
-264
| -1% | -$79.3K | 1.12% | 10 |
|
|
2023
Q2 | $5.99M | Sell |
20,862
-97
| -0.5% | -$27.8K | 1.01% | 11 |
|
|
2023
Q1 | $4.44M | Sell |
20,959
-238
| -1% | -$50.4K | 0.85% | 14 |
|
|
2022
Q4 | $2.55M | Sell |
21,197
-2,243
| -10% | -$270K | 0.54% | 39 |
|
|
2022
Q3 | $3.18M | Sell |
23,440
-109
| -0.5% | -$14.8K | 0.71% | 22 |
|
|
2022
Q2 | $3.8M | Buy |
23,549
+564
| +2% | +$90.9K | 0.75% | 15 |
|
|
2022
Q1 | $5.11M | Buy |
22,985
+962
| +4% | +$214K | 0.83% | 14 |
|
|
2021
Q4 | $7.41M | Buy |
22,023
+133
| +0.6% | +$44.7K | 1.21% | 9 |
|
|
2021
Q3 | $7.43M | Buy |
21,890
+463
| +2% | +$157K | 1.3% | 9 |
|
|
2021
Q2 | $7.45M | Sell |
21,427
-260
| -1% | -$90.4K | 1.31% | 8 |
|
|
2021
Q1 | $6.39M | Sell |
21,687
-282
| -1% | -$83.1K | 1.21% | 8 |
|
|
2020
Q4 | $6M | Buy |
21,969
+410
| +2% | +$112K | 1.19% | 12 |
|
|
2020
Q3 | $5.65M | Buy |
21,559
+308
| +1% | +$80.7K | 1.29% | 11 |
|
|
2020
Q2 | $4.83M | Sell |
21,251
-45
| -0.2% | -$10.2K | 1.18% | 11 |
|
|
2020
Q1 | $3.55M | Sell |
21,296
-2,880
| -12% | -$480K | 1.1% | 13 |
|
|
2019
Q4 | $4.96M | Sell |
24,176
-195
| -0.8% | -$40K | 1.12% | 10 |
|
|
2019
Q3 | $4.34M | Sell |
24,371
-2,517
| -9% | -$448K | 1.09% | 12 |
|
|
2019
Q2 | $5.19M | Sell |
26,888
-199
| -0.7% | -$38.4K | 1.15% | 10 |
|
|
2019
Q1 | $4.52M | Buy |
27,087
+58
| +0.2% | +$9.67K | 0.98% | 14 |
|
|
2018
Q4 | $3.54M | Sell |
27,029
-370
| -1% | -$48.5K | 1.45% | 7 |
|
|
2018
Q3 | $4.59M | Buy |
27,399
+16
| +0.1% | +$2.68K | 1.55% | 10 |
|
|
2018
Q2 | $5.33M | Buy |
27,383
+479
| +2% | +$93.1K | 1.7% | 11 |
|
|
2018
Q1 | $4.63M | Buy |
26,904
+1,276
| +5% | +$219K | 1.36% | 11 |
|
|
2017
Q4 | $4.46M | Sell |
25,628
-2,745
| -10% | -$478K | 1.03% | 10 |
|
|
2017
Q3 | $4.86M | Buy |
28,373
+422
| +2% | +$72.3K | 1.58% | 6 |
|
|
2017
Q2 | $4.22M | Buy |
+27,951
| New | +$4.22M | 1.16% | 8 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$2K | – | 94 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 111 |
|