KWA
Kingswood Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
18,750
-941
| -5% | -$695K | 1.09% | 15 |
|
|
2025
Q1 | $11.4M | Sell |
19,691
-3,050
| -13% | -$1.76M | 1.04% | 11 |
|
|
2024
Q4 | $13.3M | Sell |
22,741
-9,778
| -30% | -$5.73M | 1% | 13 |
|
|
2024
Q3 | $18.6M | Sell |
32,519
-838
| -3% | -$479K | 1.33% | 7 |
|
|
2024
Q2 | $16.8M | Buy |
33,357
+5,022
| +18% | +$2.53M | 1.52% | 6 |
|
|
2024
Q1 | $13.8M | Buy |
28,335
+310
| +1% | +$151K | 1.59% | 7 |
|
|
2023
Q4 | $9.92M | Buy |
28,025
+24,740
| +753% | +$8.76M | 1.12% | 10 |
|
|
2023
Q3 | $7.37M | Sell |
3,285
-5,327
| -62% | -$12M | 1.26% | 11 |
|
|
2023
Q2 | $2.47M | Buy |
+8,612
| New | +$2.47M | 0.79% | 27 |
|