Johanson Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.56M | Buy |
7,598
+74
| +1% | +$24.9K | 0.78% | 33 |
|
|
2021
Q3 | $2.55M | Buy |
7,524
+80
| +1% | +$27.2K | 0.88% | 29 |
|
|
2021
Q2 | $2.56M | Buy |
7,444
+525
| +8% | +$181K | 0.87% | 30 |
|
|
2021
Q1 | $2.1M | Buy |
6,919
+214
| +3% | +$64.8K | 0.76% | 32 |
|
|
2020
Q4 | $1.83M | Buy |
6,705
+170
| +3% | +$46.4K | 0.74% | 32 |
|
|
2020
Q3 | $1.73M | Buy |
6,535
+35
| +0.5% | +$9.26K | 0.77% | 31 |
|
|
2020
Q2 | $1.48M | Buy |
6,500
+100
| +2% | +$22.7K | 0.74% | 33 |
|
|
2020
Q1 | $1.07M | Sell |
6,400
-1,212,798
| -99% | -$202M | 0.61% | 40 |
|
|
2019
Q4 | $5.94M | Buy |
1,219,198
+1,213,460
| +21,148% | +$5.91M | 0.28% | 56 |
|
|
2019
Q3 | $1.02M | Buy |
5,738
+280
| +5% | +$49.9K | 0.53% | 44 |
|
|
2019
Q2 | $1.06M | Sell |
5,458
-210
| -4% | -$40.6K | 0.56% | 45 |
|
|
2019
Q1 | $945K | Buy |
5,668
+95
| +2% | +$15.8K | 0.53% | 46 |
|
|
2018
Q4 | $736K | Buy |
5,573
+380
| +7% | +$50.2K | 0.5% | 48 |
|
|
2018
Q3 | $853K | Sell |
5,193
-650
| -11% | -$107K | 0.49% | 46 |
|
|
2018
Q2 | $1.13M | Buy |
5,843
+742
| +15% | +$144K | 0.72% | 37 |
|
|
2018
Q1 | $814K | Buy |
5,101
+559
| +12% | +$89.2K | 0.54% | 44 |
|
|
2017
Q4 | $807K | Buy |
4,542
+147
| +3% | +$26.1K | 0.53% | 45 |
|
|
2017
Q3 | $753K | Buy |
4,395
+210
| +5% | +$36K | 0.55% | 45 |
|
|
2017
Q2 | $636K | Buy |
4,185
+246
| +6% | +$37.4K | 0.52% | 45 |
|
|
2017
Q1 | $559K | Buy |
+3,939
| New | +$559K | 0.49% | 46 |
|
|
2016
Q4 | – | Sell |
-3,885
| Closed | -$498K | – | 40 |
|
|
2016
Q3 | $498K | Buy |
3,885
+230
| +6% | +$29.5K | 0.54% | 46 |
|
|
2016
Q2 | $416K | Buy |
3,655
+440
| +14% | +$50.1K | 0.49% | 47 |
|
|
2016
Q1 | $366K | Sell |
3,215
-260
| -7% | -$29.6K | 0.45% | 47 |
|
|
2015
Q4 | $362K | Buy |
+3,475
| New | +$362K | 0.47% | 48 |
|