KPWS
Kestra Private Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86M | Buy |
116,511
+4,444
| +4% | +$3.28M | 1.24% | 8 |
|
|
2025
Q1 | $64.6M | Buy |
112,067
+4,955
| +5% | +$2.86M | 1.08% | 9 |
|
|
2024
Q4 | $62.7M | Sell |
107,112
-27,063
| -20% | -$15.8M | 1.07% | 12 |
|
|
2024
Q3 | $76.8M | Buy |
134,175
+4,189
| +3% | +$2.4M | 1.41% | 6 |
|
|
2024
Q2 | $65.5M | Buy |
129,986
+57,747
| +80% | +$29.1M | 1.31% | 7 |
|
|
2024
Q1 | $35.1M | Buy |
72,239
+1,164
| +2% | +$565K | 0.79% | 19 |
|
|
2023
Q4 | $25.2M | Buy |
71,075
+11,640
| +20% | +$4.12M | 0.64% | 23 |
|
|
2023
Q3 | $17.8M | Buy |
59,435
+3,905
| +7% | +$1.17M | 0.56% | 32 |
|
|
2023
Q2 | $15.9M | Buy |
55,530
+3,467
| +7% | +$995K | 0.55% | 33 |
|
|
2023
Q1 | $11M | Buy |
52,063
+10,071
| +24% | +$2.13M | 0.44% | 54 |
|
|
2022
Q4 | $5.05M | Sell |
41,992
-10,440
| -20% | -$1.26M | 0.26% | 104 |
|
|
2022
Q3 | $7.11M | Sell |
52,432
-24,541
| -32% | -$3.33M | 0.41% | 54 |
|
|
2022
Q2 | $12.4M | Buy |
76,973
+2,882
| +4% | +$465K | 0.71% | 17 |
|
|
2022
Q1 | $16.5M | Buy |
74,091
+2,462
| +3% | +$547K | 0.82% | 11 |
|
|
2021
Q4 | $24.1M | Buy |
71,629
+283
| +0.4% | +$95.2K | 1.15% | 5 |
|
|
2021
Q3 | $24.2M | Buy |
71,346
+2,100
| +3% | +$713K | 1.35% | 4 |
|
|
2021
Q2 | $24.1M | Buy |
69,246
+3,528
| +5% | +$1.23M | 1.46% | 5 |
|
|
2021
Q1 | $19.4M | Sell |
65,718
-1,021
| -2% | -$301K | 1.35% | 6 |
|
|
2020
Q4 | $18.1M | Buy |
66,739
+1,213
| +2% | +$330K | 1.34% | 6 |
|
|
2020
Q3 | $17.2M | Buy |
+65,526
| New | +$17.2M | 1.49% | 6 |
|