Madison 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-28,664
| Closed | -$3.89M | – | 161 |
|
2022
Q3 | $3.89M | Sell |
28,664
-425
| -1% | -$57.7K | 0.95% | 31 |
|
2022
Q2 | $4.69M | Sell |
29,089
-132
| -0.5% | -$21.3K | 1.14% | 21 |
|
2022
Q1 | $6.5M | Sell |
29,221
-171
| -0.6% | -$38K | 1.37% | 21 |
|
2021
Q4 | $9.89M | Buy |
29,392
+120
| +0.4% | +$40.4K | 1.98% | 12 |
|
2021
Q3 | $9.94M | Buy |
29,272
+312
| +1% | +$106K | 2.17% | 12 |
|
2021
Q2 | $10.1M | Buy |
28,960
+211
| +0.7% | +$73.4K | 2.22% | 12 |
|
2021
Q1 | $8.47M | Buy |
28,749
+613
| +2% | +$181K | 2.07% | 12 |
|
2020
Q4 | $7.69M | Buy |
28,136
+150
| +0.5% | +$41K | 2.03% | 13 |
|
2020
Q3 | $7.33M | Buy |
27,986
+743
| +3% | +$195K | 2.2% | 12 |
|
2020
Q2 | $6.19M | Sell |
27,243
-693
| -2% | -$157K | 2.04% | 14 |
|
2020
Q1 | $4.66M | Buy |
27,936
+2,208
| +9% | +$368K | 1.87% | 15 |
|
2019
Q4 | $5.28M | Buy |
+25,728
| New | +$5.28M | 1.52% | 19 |
|