KOMWMG
META icon

Kerntke Otto McGlone Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,823
Closed -$634K 94
2021
Q2
$634K Buy
1,823
+40
+2% +$13.9K 0.25% 67
2021
Q1
$525K Sell
1,783
-136
-7% -$40K 0.28% 67
2020
Q4
$524K Sell
1,919
-8
-0.4% -$2.18K 0.31% 66
2020
Q3
$505K Sell
1,927
-305
-14% -$79.9K 0.37% 62
2020
Q2
$507K Buy
2,232
+669
+43% +$152K 0.46% 53
2020
Q1
$261K Buy
1,563
+75
+5% +$12.5K 0.29% 65
2019
Q4
$305K Buy
+1,488
New +$305K 0.26% 77