Lenox Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $391K | Buy |
1,724
+282
| +20% | +$64K | 0.12% | 102 |
|
|
2020
Q1 | $240K | Sell |
1,442
-488
| -25% | -$81.2K | 0.08% | 122 |
|
|
2019
Q4 | $396K | Buy |
1,930
+332
| +21% | +$68.1K | 0.11% | 105 |
|
|
2019
Q3 | $284K | Buy |
1,598
+310
| +24% | +$55.1K | 0.08% | 119 |
|
|
2019
Q2 | $248K | Buy |
1,288
+175
| +16% | +$33.7K | 0.07% | 113 |
|
|
2019
Q1 | $186K | Sell |
1,113
-13
| -1% | -$2.17K | 0.06% | 131 |
|
|
2018
Q4 | $148K | Buy |
1,126
+103
| +10% | +$13.5K | 0.05% | 133 |
|
|
2018
Q3 | $168K | Buy |
1,023
+405
| +66% | +$66.5K | 0.05% | 156 |
|
|
2018
Q2 | $120K | Buy |
618
+30
| +5% | +$5.83K | 0.04% | 161 |
|
|
2018
Q1 | $93K | Sell |
588
-656
| -53% | -$104K | 0.03% | 174 |
|
|
2017
Q4 | $220K | Buy |
1,244
+51
| +4% | +$9.02K | 0.07% | 130 |
|
|
2017
Q3 | $203K | Buy |
1,193
+53
| +5% | +$9.02K | 0.07% | 133 |
|
|
2017
Q2 | $172K | Buy |
1,140
+98
| +9% | +$14.8K | 0.07% | 135 |
|
|
2017
Q1 | $148K | Buy |
1,042
+144
| +16% | +$20.5K | 0.11% | 48 |
|
|
2016
Q4 | $103K | Buy |
898
+192
| +27% | +$22K | 0.08% | 59 |
|
|
2016
Q3 | $91K | Buy |
706
+134
| +23% | +$17.3K | 0.07% | 63 |
|
|
2016
Q2 | $65K | Buy |
572
+193
| +51% | +$21.9K | 0.05% | 88 |
|
|
2016
Q1 | $43K | Buy |
379
+137
| +57% | +$15.5K | 0.03% | 117 |
|
|
2015
Q4 | $25K | Buy |
242
+19
| +9% | +$1.96K | 0.02% | 141 |
|
|
2015
Q3 | $20K | Buy |
223
+5
| +2% | +$448 | 0.02% | 94 |
|
|
2015
Q2 | $19K | Sell |
218
-85
| -28% | -$7.41K | 0.01% | 101 |
|
|
2015
Q1 | $25K | Hold |
303
| – | – | 0.02% | 99 |
|
|
2014
Q4 | $23K | Sell |
303
-178
| -37% | -$13.5K | 0.02% | 102 |
|
|
2014
Q3 | $38K | Buy |
481
+208
| +76% | +$16.4K | 0.03% | 91 |
|
|
2014
Q2 | $18K | Hold |
273
| – | – | 0.01% | 114 |
|
|
2014
Q1 | $16K | Buy |
273
+10
| +4% | +$586 | 0.01% | 130 |
|
|
2013
Q4 | $14K | Buy |
+263
| New | +$14K | 0.01% | 133 |
|