JWM
Janiczek Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $2.02M | Sell |
4,007
-205
| -5% | -$103K | 0.42% | 28 |
|
2024
Q1 | $2.05M | Buy |
4,212
+149
| +4% | +$72.4K | 0.44% | 27 |
|
2023
Q4 | $1.44M | Buy |
4,063
+343
| +9% | +$121K | 0.35% | 33 |
|
2023
Q3 | $1.12M | Buy |
3,720
+597
| +19% | +$179K | 0.29% | 35 |
|
2023
Q2 | $896K | Buy |
3,123
+152
| +5% | +$43.6K | 0.25% | 37 |
|
2023
Q1 | $658K | Buy |
2,971
+322
| +12% | +$71.3K | 0.19% | 40 |
|
2022
Q4 | $362K | Buy |
2,649
+1,445
| +120% | +$198K | 0.1% | 70 |
|
2022
Q3 | $161K | Sell |
1,204
-514
| -30% | -$68.7K | 0.05% | 129 |
|
2022
Q2 | $273K | Sell |
1,718
-461
| -21% | -$73.3K | 0.08% | 79 |
|
2022
Q1 | $484K | Sell |
2,179
-225
| -9% | -$50K | 0.13% | 53 |
|
2021
Q4 | $809K | Buy |
2,404
+93
| +4% | +$31.3K | 0.24% | 36 |
|
2021
Q3 | $784K | Buy |
2,311
+407
| +21% | +$138K | 0.28% | 33 |
|
2021
Q2 | $662K | Buy |
1,904
+239
| +14% | +$83.1K | 0.24% | 35 |
|
2021
Q1 | $490K | Buy |
1,665
+208
| +14% | +$61.2K | 0.2% | 39 |
|
2020
Q4 | $398K | Buy |
1,457
+1,009
| +225% | +$276K | 0.19% | 35 |
|
2020
Q3 | $117K | Buy |
448
+303
| +209% | +$79.1K | 0.06% | 60 |
|
2020
Q2 | $33K | Buy |
145
+105
| +263% | +$23.9K | 0.02% | 100 |
|
2020
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 112 |
|
2019
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 120 |
|
2019
Q3 | $7K | Sell |
40
-70
| -64% | -$12.3K | ﹤0.01% | 121 |
|
2019
Q2 | $21K | Buy |
110
+70
| +175% | +$13.4K | 0.01% | 107 |
|
2019
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 122 |
|
2018
Q4 | $5K | Sell |
40
-1
| -2% | -$125 | ﹤0.01% | 123 |
|
2018
Q3 | $7K | Buy |
41
+1
| +3% | +$171 | ﹤0.01% | 106 |
|
2018
Q2 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 106 |
|