LSPW
Lake Street Private Wealth’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
14,061
+128
| +0.9% | +$94.5K | 1.48% | 10 |
|
|
2025
Q1 | $8.03M | Sell |
13,933
-617
| -4% | -$356K | 1.31% | 13 |
|
|
2024
Q4 | $8.52M | Sell |
14,550
-935
| -6% | -$547K | 1.36% | 14 |
|
|
2024
Q3 | $8.86M | Sell |
15,485
-10,759
| -41% | -$6.16M | 1.42% | 11 |
|
|
2024
Q2 | $13.2M | Buy |
26,244
+2,075
| +9% | +$1.05M | 1.71% | 9 |
|
|
2024
Q1 | $11.7M | Sell |
24,169
-296
| -1% | -$144K | 1.62% | 10 |
|
|
2023
Q4 | $8.66M | Buy |
24,465
+4,635
| +23% | +$1.64M | 1.36% | 12 |
|
|
2023
Q3 | $6.03M | Buy |
19,830
+862
| +5% | +$262K | 1.08% | 17 |
|
|
2023
Q2 | $5.44M | Sell |
18,968
-142
| -0.7% | -$40.8K | 0.96% | 22 |
|
|
2023
Q1 | $4.05M | Buy |
19,110
+6,743
| +55% | +$1.43M | 0.76% | 31 |
|
|
2022
Q4 | $1.49M | Sell |
12,367
-7,213
| -37% | -$868K | 0.31% | 93 |
|
|
2022
Q3 | $2.66M | Sell |
19,580
-3,721
| -16% | -$505K | 0.61% | 43 |
|
|
2022
Q2 | $3.76M | Buy |
23,301
+2,300
| +11% | +$371K | 0.79% | 30 |
|
|
2022
Q1 | $4.67M | Buy |
21,001
+667
| +3% | +$148K | 0.84% | 26 |
|
|
2021
Q4 | $6.84M | Buy |
20,334
+736
| +4% | +$248K | 1.2% | 14 |
|
|
2021
Q3 | $6.65M | Buy |
19,598
+388
| +2% | +$132K | 1.62% | 11 |
|
|
2021
Q2 | $6.81M | Sell |
19,210
-261
| -1% | -$92.5K | 1.73% | 11 |
|
|
2021
Q1 | $5.74M | Sell |
19,471
-624
| -3% | -$184K | 1.58% | 10 |
|
|
2020
Q4 | $5.49M | Sell |
20,095
-309
| -2% | -$84.4K | 1.59% | 12 |
|
|
2020
Q3 | $5.34M | Sell |
20,404
-68
| -0.3% | -$17.8K | 1.8% | 10 |
|
|
2020
Q2 | $4.65M | Buy |
20,472
+3,351
| +20% | +$761K | 1.72% | 12 |
|
|
2020
Q1 | $2.86M | Buy |
17,121
+1,866
| +12% | +$311K | 1.3% | 19 |
|
|
2019
Q4 | $3.13M | Buy |
15,255
+1,394
| +10% | +$286K | 1.2% | 20 |
|
|
2019
Q3 | $2.47M | Sell |
13,861
-536
| -4% | -$95.4K | 1.12% | 27 |
|
|
2019
Q2 | $2.78M | Buy |
14,397
+757
| +6% | +$146K | 1.64% | 14 |
|
|
2019
Q1 | $2.27M | Buy |
+13,640
| New | +$2.27M | 1.56% | 20 |
|