KMS Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$3.54M Buy
44,833
+2,223
+5% +$176K 0.5% 45
2014
Q2
$2.87M Buy
42,610
+1,592
+4% +$107K 0.41% 59
2014
Q1
$2.47M Buy
41,018
+11,386
+38% +$686K 0.39% 58
2013
Q4
$1.62M Buy
29,632
+4,369
+17% +$239K 0.27% 83
2013
Q3
$1.27M Sell
25,263
-861
-3% -$43.2K 0.31% 72
2013
Q2
$650K Buy
+26,124
New +$650K 0.18% 142