KMWM
Keudell/Morrison 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 | $2.46M | Buy |
3,331
+77
| +2% | +$56.8K | 0.55% | 35 |
|
|
2025
Q1 | $1.88M | Sell |
3,254
-45
| -1% | -$25.9K | 0.44% | 44 |
|
|
2024
Q4 | $1.93M | Buy |
3,299
+43
| +1% | +$25.2K | 0.5% | 42 |
|
|
2024
Q3 | $1.86M | Buy |
3,256
+1
| +0% | +$572 | 0.51% | 44 |
|
|
2024
Q2 | $1.64M | Buy |
3,255
+82
| +3% | +$41.3K | 0.48% | 45 |
|
|
2024
Q1 | $1.54M | Sell |
3,173
-138
| -4% | -$67K | 0.47% | 48 |
|
|
2023
Q4 | $1.17M | Buy |
3,311
+548
| +20% | +$194K | 0.39% | 53 |
|
|
2023
Q3 | $829K | Sell |
2,763
-213
| -7% | -$63.9K | 0.25% | 66 |
|
|
2023
Q2 | $854K | Sell |
2,976
-859
| -22% | -$247K | 0.25% | 67 |
|
|
2023
Q1 | $813K | Buy |
3,835
+420
| +12% | +$89K | 0.24% | 69 |
|
|
2022
Q4 | $411K | Sell |
3,415
-3,738
| -52% | -$450K | 0.13% | 105 |
|
|
2022
Q3 | $971K | Buy |
7,153
+588
| +9% | +$79.8K | 0.36% | 55 |
|
|
2022
Q2 | $1.06M | Buy |
6,565
+20
| +0.3% | +$3.23K | 0.38% | 56 |
|
|
2022
Q1 | $1.46M | Buy |
6,545
+25
| +0.4% | +$5.56K | 0.61% | 42 |
|
|
2021
Q4 | $2.19M | Sell |
6,520
-606
| -9% | -$204K | 0.87% | 24 |
|
|
2021
Q3 | $2.42M | Sell |
7,126
-125
| -2% | -$42.4K | 1.04% | 17 |
|
|
2021
Q2 | $2.52M | Sell |
7,251
-331
| -4% | -$115K | 1.38% | 16 |
|
|
2021
Q1 | $2.23M | Buy |
7,582
+293
| +4% | +$86.3K | 1.3% | 17 |
|
|
2020
Q4 | $1.99M | Sell |
7,289
-10
| -0.1% | -$2.73K | 1.26% | 18 |
|
|
2020
Q3 | $1.91M | Sell |
7,299
-164
| -2% | -$43K | 1.23% | 18 |
|
|
2020
Q2 | $1.7M | Buy |
7,463
+10
| +0.1% | +$2.27K | 1.4% | 15 |
|
|
2020
Q1 | $1.24M | Buy |
7,453
+519
| +7% | +$86.6K | 1.22% | 20 |
|
|
2019
Q4 | $1.42M | Sell |
6,934
-669
| -9% | -$137K | 0.98% | 26 |
|
|
2019
Q3 | $1.35M | Sell |
7,603
-14
| -0.2% | -$2.49K | 1.12% | 24 |
|
|
2019
Q2 | $1.41M | Buy |
7,617
+476
| +7% | +$88.1K | 1.23% | 22 |
|
|
2019
Q1 | $1.19M | Buy |
+7,141
| New | +$1.19M | 1.05% | 31 |
|