Kays Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $4.8M | Sell |
18,318
-1,310
| -7% | -$343K | 0.77% | 20 |
|
2020
Q2 | $4.46M | Buy |
19,628
+1,029
| +6% | +$234K | 0.78% | 23 |
|
2020
Q1 | $3.1M | Buy |
18,599
+854
| +5% | +$142K | 0.64% | 30 |
|
2019
Q4 | $3.64M | Sell |
17,745
-583
| -3% | -$120K | 0.64% | 30 |
|
2019
Q3 | $3.26M | Sell |
18,328
-122
| -0.7% | -$21.7K | 0.6% | 31 |
|
2019
Q2 | $3.56M | Sell |
18,450
-136
| -0.7% | -$26.2K | 0.65% | 27 |
|
2019
Q1 | $3.1M | Buy |
18,586
+3,505
| +23% | +$584K | 0.6% | 31 |
|
2018
Q4 | $1.98M | Buy |
15,081
+1,165
| +8% | +$153K | 0.45% | 43 |
|
2018
Q3 | $2.29M | Buy |
13,916
+5,264
| +61% | +$866K | 0.49% | 35 |
|
2018
Q2 | $1.68M | Buy |
+8,652
| New | +$1.68M | 0.37% | 37 |
|
2018
Q1 | – | Sell |
-2,104
| Closed | -$371K | – | 82 |
|
2017
Q4 | $371K | Buy |
2,104
+414
| +24% | +$73K | 0.11% | 63 |
|
2017
Q3 | $289K | Buy |
+1,690
| New | +$289K | 0.09% | 67 |
|