Laurel Wealth Advisors (California)’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.44M | Sell |
20,310
-8,944
| -31% | -$1.08M | 0.24% | 97 |
|
|
2022
Q3 | $3.97M | Sell |
29,254
-1,078
| -4% | -$146K | 0.42% | 58 |
|
|
2022
Q2 | $4.89M | Sell |
30,332
-2,964
| -9% | -$478K | 0.5% | 46 |
|
|
2022
Q1 | $7.4M | Buy |
33,296
+603
| +2% | +$134K | 0.61% | 34 |
|
|
2021
Q4 | $11M | Buy |
32,693
+13,848
| +73% | +$4.66M | 0.85% | 17 |
|
|
2021
Q3 | $6.4M | Buy |
18,845
+2,562
| +16% | +$870K | 1.17% | 13 |
|
|
2021
Q2 | $5.66M | Buy |
16,283
+627
| +4% | +$218K | 0.73% | 25 |
|
|
2021
Q1 | $4.61M | Sell |
15,656
-2,290
| -13% | -$674K | 0.7% | 31 |
|
|
2020
Q4 | $4.9M | Sell |
17,946
-620
| -3% | -$169K | 0.72% | 29 |
|
|
2020
Q3 | $4.86M | Buy |
18,566
+2,309
| +14% | +$605K | 0.8% | 24 |
|
|
2020
Q2 | $3.69M | Sell |
16,257
-1,623
| -9% | -$369K | 0.68% | 34 |
|
|
2020
Q1 | $2.98M | Sell |
17,880
-1,110
| -6% | -$185K | 0.69% | 33 |
|
|
2019
Q4 | $3.9M | Sell |
18,990
-11,777
| -38% | -$2.42M | 0.65% | 40 |
|
|
2019
Q3 | $5.48M | Buy |
30,767
+1,073
| +4% | +$191K | 0.94% | 19 |
|
|
2019
Q2 | $5.73M | Buy |
29,694
+215
| +0.7% | +$41.5K | 1.26% | 9 |
|
|
2019
Q1 | $4.91M | Buy |
29,479
+1,390
| +5% | +$232K | 1.21% | 12 |
|
|
2018
Q4 | $3.68M | Sell |
28,089
-3,782
| -12% | -$496K | 1.08% | 19 |
|
|
2018
Q3 | $5.24M | Buy |
31,871
+7,599
| +31% | +$1.25M | 1.29% | 9 |
|
|
2018
Q2 | $4.72M | Buy |
24,272
+3,211
| +15% | +$624K | 1.26% | 11 |
|
|
2018
Q1 | $3.37M | Buy |
21,061
+585
| +3% | +$93.5K | 1.04% | 16 |
|
|
2017
Q4 | $3.61M | Buy |
20,476
+2,104
| +11% | +$371K | 1.04% | 18 |
|
|
2017
Q3 | $3.14M | Buy |
18,372
+1,754
| +11% | +$300K | 1.05% | 20 |
|
|
2017
Q2 | $2.51M | Buy |
16,618
+2,717
| +20% | +$410K | 0.89% | 20 |
|
|
2017
Q1 | $1.97M | Buy |
13,901
+2,716
| +24% | +$386K | 0.76% | 25 |
|
|
2016
Q4 | $1.29M | Sell |
11,185
-839
| -7% | -$96.5K | 0.57% | 49 |
|
|
2016
Q3 | $1.54M | Buy |
12,024
+2,638
| +28% | +$338K | 0.73% | 36 |
|
|
2016
Q2 | $1.07M | Buy |
9,386
+1,097
| +13% | +$125K | 0.52% | 60 |
|
|
2016
Q1 | $946K | Sell |
8,289
-890
| -10% | -$102K | 0.47% | 59 |
|
|
2015
Q4 | $961K | Buy |
+9,179
| New | +$961K | 0.5% | 61 |
|