KWM
Kingsview 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 | $25.7M | Sell |
34,887
-59,591
| -63% | -$44M | 0.44% | 41 |
|
|
2025
Q1 | $54.5M | Buy |
94,478
+52,455
| +125% | +$30.2M | 1.03% | 17 |
|
|
2024
Q4 | $24.6M | Buy |
42,023
+257
| +0.6% | +$150K | 0.48% | 37 |
|
|
2024
Q3 | $23.9M | Buy |
41,766
+2,588
| +7% | +$1.48M | 0.5% | 44 |
|
|
2024
Q2 | $19.8M | Buy |
39,178
+13,030
| +50% | +$6.57M | 0.47% | 41 |
|
|
2024
Q1 | $12.7M | Buy |
26,148
+911
| +4% | +$442K | 0.32% | 67 |
|
|
2023
Q4 | $8.93M | Buy |
25,237
+477
| +2% | +$169K | 0.27% | 86 |
|
|
2023
Q3 | $7.43M | Buy |
24,760
+1,067
| +5% | +$320K | 0.27% | 87 |
|
|
2023
Q2 | $6.8M | Sell |
23,693
-116
| -0.5% | -$33.3K | 0.27% | 87 |
|
|
2023
Q1 | $5.05M | Sell |
23,809
-626
| -3% | -$133K | 0.21% | 106 |
|
|
2022
Q4 | $2.94M | Sell |
24,435
-697
| -3% | -$83.9K | 0.13% | 188 |
|
|
2022
Q3 | $3.41M | Sell |
25,132
-2,638
| -9% | -$358K | 0.16% | 142 |
|
|
2022
Q2 | $4.48M | Sell |
27,770
-13,575
| -33% | -$2.19M | 0.21% | 119 |
|
|
2022
Q1 | $9.19M | Buy |
41,345
+12,352
| +43% | +$2.75M | 0.4% | 51 |
|
|
2021
Q4 | $9.75M | Sell |
28,993
-26,565
| -48% | -$8.94M | 0.41% | 49 |
|
|
2021
Q3 | $18.9M | Buy |
55,558
+3,848
| +7% | +$1.31M | 0.89% | 16 |
|
|
2021
Q2 | $18.3M | Buy |
51,710
+5,404
| +12% | +$1.92M | 0.91% | 15 |
|
|
2021
Q1 | $13.8M | Buy |
46,306
+4,698
| +11% | +$1.4M | 0.79% | 23 |
|
|
2020
Q4 | $11.4M | Buy |
41,608
+5,428
| +15% | +$1.48M | 0.82% | 20 |
|
|
2020
Q3 | $9.48M | Buy |
36,180
+8,710
| +32% | +$2.28M | 0.85% | 17 |
|
|
2020
Q2 | $6.24M | Buy |
27,470
+379
| +1% | +$86.1K | 0.62% | 30 |
|
|
2020
Q1 | $4.52M | Buy |
27,091
+2,419
| +10% | +$404K | 0.61% | 36 |
|
|
2019
Q4 | $5.06M | Buy |
24,672
+1,597
| +7% | +$328K | 0.63% | 32 |
|
|
2019
Q3 | $4.11M | Sell |
23,075
-1,777
| -7% | -$316K | 0.65% | 40 |
|
|
2019
Q2 | $4.8M | Sell |
24,852
-1,643
| -6% | -$317K | 0.8% | 23 |
|
|
2019
Q1 | $4.42M | Buy |
26,495
+10,727
| +68% | +$1.79M | 0.67% | 29 |
|
|
2018
Q4 | $2.07M | Sell |
15,768
-425
| -3% | -$55.7K | 0.45% | 67 |
|
|
2018
Q3 | $2.66M | Sell |
16,193
-897
| -5% | -$148K | 0.54% | 54 |
|
|
2018
Q2 | $3.32M | Buy |
17,090
+1,664
| +11% | +$323K | 0.79% | 29 |
|
|
2018
Q1 | $2.47M | Buy |
15,426
+730
| +5% | +$117K | 0.61% | 47 |
|
|
2017
Q4 | $2.59M | Buy |
14,696
+1,225
| +9% | +$216K | 0.93% | 23 |
|
|
2017
Q3 | $2.3M | Buy |
13,471
+1,345
| +11% | +$230K | 1.01% | 20 |
|
|
2017
Q2 | $1.83M | Buy |
12,126
+1,634
| +16% | +$247K | 0.94% | 26 |
|
|
2017
Q1 | $1.49M | Buy |
+10,492
| New | +$1.49M | 0.88% | 23 |
|