KPWG
KFA Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
813
-28
| -3% | -$20.7K | 0.19% | 64 |
|
|
2025
Q1 | $485K | Sell |
841
-20
| -2% | -$11.5K | 0.17% | 64 |
|
|
2024
Q4 | $504K | Buy |
861
+172
| +25% | +$101K | 0.21% | 46 |
|
|
2024
Q3 | $395K | Sell |
689
-356
| -34% | -$204K | 0.19% | 56 |
|
|
2024
Q2 | $527K | Sell |
1,045
-512
| -33% | -$258K | 0.27% | 42 |
|
|
2024
Q1 | $756K | Buy |
1,557
+168
| +12% | +$81.6K | 0.23% | 43 |
|
|
2023
Q4 | $492K | Sell |
1,389
-21
| -1% | -$7.43K | 0.18% | 48 |
|
|
2023
Q3 | $423K | Sell |
1,410
-7
| -0.5% | -$2.1K | 0.18% | 51 |
|
|
2023
Q2 | $407K | Sell |
1,417
-20
| -1% | -$5.74K | 0.17% | 51 |
|
|
2023
Q1 | $305K | Buy |
+1,437
| New | +$305K | 0.14% | 60 |
|
|
2022
Q3 | – | Sell |
-1,377
| Closed | -$222K | – | 67 |
|
|
2022
Q2 | $222K | Sell |
1,377
-135
| -9% | -$21.8K | 0.12% | 64 |
|
|
2022
Q1 | $336K | Buy |
1,512
+271
| +22% | +$60.2K | 0.17% | 53 |
|
|
2021
Q4 | $417K | Sell |
1,241
-148
| -11% | -$49.7K | 0.21% | 47 |
|
|
2021
Q3 | $471K | Sell |
1,389
-124
| -8% | -$42K | 0.26% | 42 |
|
|
2021
Q2 | $526K | Buy |
1,513
+30
| +2% | +$10.4K | 0.29% | 37 |
|
|
2021
Q1 | $437K | Buy |
1,483
+91
| +7% | +$26.8K | 0.25% | 41 |
|
|
2020
Q4 | $380K | Sell |
1,392
-17
| -1% | -$4.64K | 0.24% | 42 |
|
|
2020
Q3 | $369K | Buy |
1,409
+50
| +4% | +$13.1K | 0.28% | 43 |
|
|
2020
Q2 | $309K | Buy |
1,359
+71
| +6% | +$16.1K | 0.3% | 39 |
|
|
2020
Q1 | $215K | Sell |
1,288
-197
| -13% | -$32.9K | 0.25% | 47 |
|
|
2019
Q4 | $305K | Buy |
+1,485
| New | +$305K | 0.28% | 40 |
|