IWC
Integrated Wealth Concepts’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4M | Buy |
72,312
+4,177
| +6% | +$3.08M | 0.54% | 35 |
|
|
2025
Q1 | $39.3M | Buy |
68,135
+7,116
| +12% | +$4.1M | 0.46% | 39 |
|
|
2024
Q4 | $35.7M | Buy |
61,019
+6,503
| +12% | +$3.81M | 0.42% | 45 |
|
|
2024
Q3 | $31.2M | Buy |
54,516
+1,820
| +3% | +$1.04M | 0.38% | 53 |
|
|
2024
Q2 | $26.6M | Buy |
52,696
+2,945
| +6% | +$1.48M | 0.36% | 61 |
|
|
2024
Q1 | $24.2M | Buy |
49,751
+2,150
| +5% | +$1.04M | 0.35% | 60 |
|
|
2023
Q4 | $16.8M | Buy |
47,601
+180
| +0.4% | +$63.7K | 0.28% | 85 |
|
|
2023
Q3 | $14.2M | Sell |
47,421
-14,253
| -23% | -$4.28M | 0.25% | 99 |
|
|
2023
Q2 | $17.7M | Sell |
61,674
-1,728
| -3% | -$496K | 0.3% | 77 |
|
|
2023
Q1 | $13.4M | Buy |
63,402
+21,274
| +50% | +$4.51M | 0.28% | 85 |
|
|
2022
Q4 | $5.07M | Buy |
42,128
+4,716
| +13% | +$568K | 0.14% | 150 |
|
|
2022
Q3 | $5.08M | Buy |
37,412
+2,200
| +6% | +$298K | 0.16% | 133 |
|
|
2022
Q2 | $5.68M | Sell |
35,212
-1,914
| -5% | -$309K | 0.18% | 127 |
|
|
2022
Q1 | $8.26M | Buy |
37,126
+4,040
| +12% | +$898K | 0.25% | 86 |
|
|
2021
Q4 | $11.1M | Buy |
33,086
+1,436
| +5% | +$483K | 0.33% | 65 |
|
|
2021
Q3 | $10.7M | Buy |
31,650
+3,039
| +11% | +$1.03M | 0.35% | 62 |
|
|
2021
Q2 | $9.95M | Buy |
28,611
+9,771
| +52% | +$3.4M | 0.35% | 62 |
|
|
2021
Q1 | $5.55M | Buy |
18,840
+796
| +4% | +$234K | 0.23% | 88 |
|
|
2020
Q4 | $4.93M | Buy |
18,044
+793
| +5% | +$217K | 0.23% | 84 |
|
|
2020
Q3 | $4.52M | Buy |
17,251
+1,656
| +11% | +$434K | 0.28% | 75 |
|
|
2020
Q2 | $3.54M | Buy |
15,595
+1,775
| +13% | +$403K | 0.25% | 75 |
|
|
2020
Q1 | $2.31M | Buy |
13,820
+1,786
| +15% | +$298K | 0.21% | 84 |
|
|
2019
Q4 | $2.47M | Buy |
12,034
+738
| +7% | +$151K | 0.21% | 86 |
|
|
2019
Q3 | $2.01M | Sell |
11,296
-139
| -1% | -$24.8K | 0.23% | 79 |
|
|
2019
Q2 | $2.16M | Buy |
11,435
+4,594
| +67% | +$867K | 0.28% | 73 |
|
|
2019
Q1 | $1.14M | Buy |
6,841
+63
| +0.9% | +$10.5K | 0.19% | 95 |
|
|
2018
Q4 | $889K | Buy |
6,778
+305
| +5% | +$40K | 0.24% | 86 |
|
|
2018
Q3 | $1.05M | Buy |
6,473
+533
| +9% | +$86.5K | 0.32% | 74 |
|
|
2018
Q2 | $1.17M | Buy |
5,940
+159
| +3% | +$31.4K | 0.4% | 61 |
|
|
2018
Q1 | $898K | Sell |
5,781
-665
| -10% | -$103K | 0.36% | 69 |
|
|
2017
Q4 | $1.21M | Buy |
+6,446
| New | +$1.21M | 0.52% | 41 |
|