IWA
IVC Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
4,352
-16
| -0.4% | -$11.8K | 1.57% | 15 |
|
|
2025
Q1 | $2.52M | Buy |
4,368
+23
| +0.5% | +$13.3K | 1.35% | 14 |
|
|
2024
Q4 | $2.54M | Sell |
4,345
-85
| -2% | -$49.8K | 1.42% | 14 |
|
|
2024
Q3 | $2.54M | Sell |
4,430
-1,543
| -26% | -$883K | 1.39% | 14 |
|
|
2024
Q2 | $3.01M | Buy |
5,973
+28
| +0.5% | +$14.1K | 1.68% | 10 |
|
|
2024
Q1 | $2.89M | Sell |
5,945
-65
| -1% | -$31.6K | 1.67% | 9 |
|
|
2023
Q4 | $2.13M | Buy |
6,010
+164
| +3% | +$58K | 1.32% | 14 |
|
|
2023
Q3 | $1.76M | Sell |
5,846
-44
| -0.7% | -$13.2K | 1.17% | 15 |
|
|
2023
Q2 | $1.69M | Sell |
5,890
-242
| -4% | -$69.4K | 1.07% | 18 |
|
|
2023
Q1 | $1.3M | Sell |
6,132
-5
| -0.1% | -$1.06K | 0.92% | 25 |
|
|
2022
Q4 | $739K | Buy |
6,137
+15
| +0.2% | +$1.81K | 0.54% | 55 |
|
|
2022
Q3 | $831K | Sell |
6,122
-92
| -1% | -$12.5K | 0.67% | 41 |
|
|
2022
Q2 | $1M | Buy |
6,214
+28
| +0.5% | +$4.52K | 0.78% | 33 |
|
|
2022
Q1 | $1.38M | Buy |
6,186
+433
| +8% | +$96.3K | 0.9% | 23 |
|
|
2021
Q4 | $1.94M | Sell |
5,753
-284
| -5% | -$95.5K | 1.25% | 14 |
|
|
2021
Q3 | $2.05M | Sell |
6,037
-185
| -3% | -$62.8K | 1.41% | 11 |
|
|
2021
Q2 | $2.16M | Sell |
6,222
-3
| -0% | -$1.04K | 1.52% | 9 |
|
|
2021
Q1 | $1.83M | Sell |
6,225
-546
| -8% | -$161K | 1.44% | 14 |
|
|
2020
Q4 | $1.85M | Buy |
+6,771
| New | +$1.85M | 1.77% | 9 |
|