Levy Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $323K | Buy |
641
+1
| +0.2% | +$504 | 0.08% | 77 |
|
|
2024
Q1 | $227K | Hold |
640
| – | – | 0.06% | 98 |
|
|
2023
Q4 | $227K | Sell |
640
-326
| -34% | -$115K | 0.06% | 98 |
|
|
2023
Q3 | $290K | Hold |
966
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $277K | Buy |
966
+5
| +0.5% | +$1.44K | 0.08% | 95 |
|
|
2023
Q1 | $204K | Buy |
+961
| New | +$204K | 0.06% | 105 |
|
|
2022
Q1 | – | Sell |
-1,136
| Closed | -$382K | – | 81 |
|
|
2021
Q4 | $382K | Buy |
1,136
+32
| +3% | +$10.8K | 0.17% | 46 |
|
|
2021
Q3 | $375K | Hold |
1,104
| – | – | 0.21% | 45 |
|
|
2021
Q2 | $384K | Hold |
1,104
| – | – | 0.22% | 43 |
|
|
2021
Q1 | $325K | Sell |
1,104
-38
| -3% | -$11.2K | 0.21% | 41 |
|
|
2020
Q4 | $312K | Buy |
+1,142
| New | +$312K | 0.22% | 41 |
|