KWM
Keebeck Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
6,364
+234
| +4% | +$173K | 0.61% | 42 |
|
|
2025
Q1 | $3.53M | Buy |
6,130
+282
| +5% | +$163K | 0.52% | 51 |
|
|
2024
Q4 | $3.42M | Sell |
5,848
-52
| -0.9% | -$30.4K | 0.49% | 59 |
|
|
2024
Q3 | $3.38M | Sell |
5,900
-21
| -0.4% | -$12K | 0.49% | 60 |
|
|
2024
Q2 | $2.99M | Buy |
5,921
+280
| +5% | +$141K | 0.44% | 66 |
|
|
2024
Q1 | $2.74M | Buy |
5,641
+140
| +3% | +$68K | 0.4% | 70 |
|
|
2023
Q4 | $1.95M | Buy |
5,501
+241
| +5% | +$85.3K | 0.32% | 82 |
|
|
2023
Q3 | $1.58M | Hold |
5,260
| – | – | 0.28% | 90 |
|
|
2023
Q2 | $1.51M | Buy |
5,260
+189
| +4% | +$54.2K | 0.21% | 96 |
|
|
2023
Q1 | $1.07M | Sell |
5,071
-261
| -5% | -$55.3K | 0.17% | 111 |
|
|
2022
Q4 | $642K | Sell |
5,332
-59
| -1% | -$7.1K | 0.11% | 134 |
|
|
2022
Q3 | $731K | Sell |
5,391
-850
| -14% | -$115K | 0.14% | 121 |
|
|
2022
Q2 | $1.01M | Sell |
6,241
-6,855
| -52% | -$1.1M | 0.19% | 111 |
|
|
2022
Q1 | $2.91M | Sell |
13,096
-25
| -0.2% | -$5.56K | 0.48% | 47 |
|
|
2021
Q4 | $4.41M | Buy |
13,121
+30
| +0.2% | +$10.1K | 0.79% | 29 |
|
|
2021
Q3 | $4.44M | Sell |
13,091
-794
| -6% | -$269K | 0.88% | 25 |
|
|
2021
Q2 | $4.83M | Buy |
13,885
+1,497
| +12% | +$521K | 0.7% | 35 |
|
|
2021
Q1 | $3.65M | Sell |
12,388
-528
| -4% | -$156K | 0.57% | 38 |
|
|
2020
Q4 | $3.53M | Hold |
12,916
| – | – | 0.61% | 38 |
|
|
2020
Q3 | $3.38M | Buy |
12,916
+283
| +2% | +$74.1K | 0.7% | 34 |
|
|
2020
Q2 | $2.87M | Hold |
12,633
| – | – | 0.91% | 24 |
|
|
2020
Q1 | $2.11M | Hold |
12,633
| – | – | 0.88% | 26 |
|
|
2019
Q4 | $2.59M | Buy |
+12,633
| New | +$2.59M | 0.82% | 28 |
|