KWM
Kolinsky Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.39M | Buy |
4,083
+363
| +10% | +$213K | 1.46% | 12 |
|
|
2024
Q3 | $2.13M | Buy |
3,720
+247
| +7% | +$141K | 1.38% | 10 |
|
|
2024
Q2 | $1.75M | Buy |
3,473
+59
| +2% | +$29.8K | 1.25% | 11 |
|
|
2024
Q1 | $1.66M | Buy |
3,414
+383
| +13% | +$186K | 1.27% | 12 |
|
|
2023
Q4 | $1.07M | Buy |
3,031
+560
| +23% | +$198K | 0.94% | 16 |
|
|
2023
Q3 | $742K | Buy |
2,471
+240
| +11% | +$72.1K | 0.74% | 25 |
|
|
2023
Q2 | $628K | Buy |
2,231
+806
| +57% | +$227K | 0.6% | 26 |
|
|
2023
Q1 | $302K | Buy |
+1,425
| New | +$302K | 0.32% | 77 |
|
|
2022
Q3 | – | Sell |
-1,341
| Closed | -$216K | – | 126 |
|
|
2022
Q2 | $216K | Sell |
1,341
-201
| -13% | -$32.4K | 0.26% | 110 |
|
|
2022
Q1 | $343K | Sell |
1,542
-1,091
| -41% | -$243K | 0.34% | 65 |
|
|
2021
Q4 | $886K | Buy |
+2,633
| New | +$886K | 0.82% | 17 |
|