Institute for Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.79M | Sell |
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|
2023
Q4 | $7.14M | Sell |
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|
2023
Q3 | $6.18M | Sell |
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|
2023
Q2 | $5.99M | Sell |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $7.41M | Buy |
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|
2021
Q3 | $7.43M | Buy |
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|
2021
Q2 | $7.45M | Sell |
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|
2021
Q1 | $6.39M | Sell |
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|
2020
Q4 | $6M | Buy |
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|
2020
Q3 | $5.65M | Buy |
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|
2020
Q2 | $4.83M | Sell |
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|
2020
Q1 | $3.55M | Sell |
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|
2019
Q4 | $4.96M | Sell |
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|
2019
Q3 | $4.34M | Sell |
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|
2019
Q2 | $5.19M | Sell |
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|
2019
Q1 | $4.51M | Buy |
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|
2018
Q4 | $3.54M | Sell |
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|
2018
Q3 | $4.58M | Buy |
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|
2018
Q2 | $5.33M | Buy |
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|
2018
Q1 | $4.63M | Buy |
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|
2017
Q4 | $4.46M | Sell |
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|
2017
Q3 | $4.86M | Buy |
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|
2017
Q2 | $4.22M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
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