JWA
JFS 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 | $1.42M | Sell |
1,919
-228
| -11% | -$168K | 0.09% | 123 |
|
|
2025
Q1 | $1.24M | Buy |
2,147
+56
| +3% | +$32.3K | 0.08% | 132 |
|
|
2024
Q4 | $1.22M | Buy |
2,091
+5
| +0.2% | +$2.93K | 0.08% | 125 |
|
|
2024
Q3 | $1.19M | Buy |
2,086
+116
| +6% | +$66.4K | 0.08% | 135 |
|
|
2024
Q2 | $994K | Sell |
1,970
-136
| -6% | -$68.6K | 0.08% | 113 |
|
|
2024
Q1 | $1.02M | Buy |
2,106
+80
| +4% | +$38.9K | 0.08% | 114 |
|
|
2023
Q4 | $717K | Buy |
2,026
+47
| +2% | +$16.6K | 0.06% | 126 |
|
|
2023
Q3 | $594K | Buy |
1,979
+48
| +2% | +$14.4K | 0.06% | 140 |
|
|
2023
Q2 | $554K | Buy |
1,931
+6
| +0.3% | +$1.72K | 0.05% | 145 |
|
|
2023
Q1 | $408K | Buy |
1,925
+49
| +3% | +$10.4K | 0.04% | 160 |
|
|
2022
Q4 | $226K | Buy |
1,876
+106
| +6% | +$12.8K | 0.02% | 205 |
|
|
2022
Q3 | $240K | Sell |
1,770
-177
| -9% | -$24K | 0.03% | 196 |
|
|
2022
Q2 | $314K | Sell |
1,947
-442
| -19% | -$71.3K | 0.03% | 172 |
|
|
2022
Q1 | $531K | Sell |
2,389
-965
| -29% | -$214K | 0.05% | 152 |
|
|
2021
Q4 | $1.13M | Sell |
3,354
-27
| -0.8% | -$9.08K | 0.11% | 111 |
|
|
2021
Q3 | $1.15M | Buy |
3,381
+1,732
| +105% | +$588K | 0.12% | 108 |
|
|
2021
Q2 | $573K | Buy |
1,649
+400
| +32% | +$139K | 0.09% | 109 |
|
|
2021
Q1 | $368K | Sell |
1,249
-200
| -14% | -$58.9K | 0.08% | 116 |
|
|
2020
Q4 | $396K | Sell |
1,449
-27
| -2% | -$7.38K | 0.08% | 109 |
|
|
2020
Q3 | $387K | Hold |
1,476
| – | – | 0.09% | 102 |
|
|
2020
Q2 | $335K | Hold |
1,476
| – | – | 0.09% | 105 |
|
|
2020
Q1 | $246K | Buy |
1,476
+217
| +17% | +$36.2K | 0.07% | 113 |
|
|
2019
Q4 | $258K | Sell |
1,259
-1,000
| -44% | -$205K | 0.06% | 125 |
|
|
2019
Q3 | $402K | Buy |
2,259
+19
| +0.8% | +$3.38K | 0.1% | 102 |
|
|
2019
Q2 | $432K | Sell |
2,240
-50
| -2% | -$9.64K | 0.11% | 98 |
|
|
2019
Q1 | $382K | Sell |
2,290
-10
| -0.4% | -$1.67K | 0.1% | 105 |
|
|
2018
Q4 | $302K | Sell |
2,300
-50
| -2% | -$6.57K | 0.08% | 115 |
|
|
2018
Q3 | $386K | Sell |
2,350
-106
| -4% | -$17.4K | 0.1% | 104 |
|
|
2018
Q2 | $477K | Sell |
2,456
-39
| -2% | -$7.58K | 0.13% | 91 |
|
|
2018
Q1 | $399K | Buy |
2,495
+50
| +2% | +$8K | 0.11% | 102 |
|
|
2017
Q4 | $431K | Buy |
2,445
+45
| +2% | +$7.93K | 0.11% | 99 |
|
|
2017
Q3 | $410K | Buy |
2,400
+15
| +0.6% | +$2.56K | 0.11% | 97 |
|
|
2017
Q2 | $360K | Hold |
2,385
| – | – | 0.1% | 93 |
|
|
2017
Q1 | $274K | Hold |
2,385
| – | – | 0.07% | 107 |
|
|
2016
Q4 | $274K | Sell |
2,385
-400
| -14% | -$46K | 0.07% | 107 |
|
|
2016
Q3 | $357K | Buy |
2,785
+900
| +48% | +$115K | 0.1% | 95 |
|
|
2016
Q2 | $215K | Sell |
1,885
-57
| -3% | -$6.5K | 0.06% | 147 |
|
|
2016
Q1 | $222K | Buy |
1,942
+32
| +2% | +$3.66K | 0.07% | 122 |
|
|
2015
Q4 | $200K | Hold |
1,910
| – | – | 0.06% | 134 |
|
|
2015
Q3 | $172K | Buy |
1,910
+941
| +97% | +$84.7K | 0.08% | 116 |
|
|
2015
Q2 | $83K | Sell |
969
-15
| -2% | -$1.29K | 0.04% | 141 |
|
|
2015
Q1 | $81K | Sell |
984
-93
| -9% | -$7.66K | 0.04% | 139 |
|
|
2014
Q4 | $84K | Buy |
1,077
+167
| +18% | +$13K | 0.01% | 137 |
|
|
2014
Q3 | $72K | Hold |
910
| – | – | 0.01% | 150 |
|
|
2014
Q2 | $61K | Buy |
+910
| New | +$61K | 0.01% | 165 |
|