LGWM
Litman Gregory Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
26,145
-1,125
| -4% | -$830K | 1.52% | 15 |
|
|
2025
Q1 | $15.7M | Sell |
27,270
-464
| -2% | -$267K | 1.35% | 17 |
|
|
2024
Q4 | $16.2M | Sell |
27,734
-1,115
| -4% | -$653K | 1.41% | 18 |
|
|
2024
Q3 | $16.5M | Buy |
28,849
+225
| +0.8% | +$129K | 1.38% | 19 |
|
|
2024
Q2 | $14.4M | Buy |
28,624
+5,894
| +26% | +$2.97M | 1.28% | 22 |
|
|
2024
Q1 | $11M | Sell |
22,730
-964
| -4% | -$468K | 1% | 25 |
|
|
2023
Q4 | $8.39M | Sell |
23,694
-1,215
| -5% | -$430K | 0.8% | 31 |
|
|
2023
Q3 | $7.48M | Buy |
+24,909
| New | +$7.48M | 0.77% | 30 |
|
|
2023
Q2 | – | Sell |
-2,015
| Closed | -$427K | – | 102 |
|
|
2023
Q1 | $427K | Buy |
+2,015
| New | +$427K | 0.16% | 24 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$29K | – | 141 |
|
|
2021
Q1 | $29K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2020
Q4 | $27K | Buy |
+100
| New | +$27K | 0.01% | 123 |
|
|
2020
Q1 | – | Sell |
-116
| Closed | -$24K | – | 191 |
|
|
2019
Q4 | $24K | Hold |
116
| – | – | 0.01% | 117 |
|
|
2019
Q3 | $21K | Sell |
116
-94
| -45% | -$17K | 0.01% | 111 |
|
|
2019
Q2 | $41K | Buy |
+210
| New | +$41K | 0.01% | 96 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$3K | – | 140 |
|
|
2018
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 142 |
|
|
2018
Q2 | – | Sell |
-456
| Closed | -$73K | – | 142 |
|
|
2018
Q1 | $73K | Buy |
+456
| New | +$73K | 0.03% | 71 |
|