MWM
Marietta 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 | $12.2M | Buy |
16,517
+149
| +0.9% | +$110K | 1.59% | 18 |
|
|
2025
Q1 | $9.43M | Buy |
16,368
+115
| +0.7% | +$66.3K | 1.38% | 25 |
|
|
2024
Q4 | $9.52M | Sell |
16,253
-325
| -2% | -$190K | 1.37% | 22 |
|
|
2024
Q3 | $9.49M | Sell |
16,578
-261
| -2% | -$149K | 1.38% | 21 |
|
|
2024
Q2 | $8.49M | Sell |
16,839
-868
| -5% | -$438K | 1.32% | 20 |
|
|
2024
Q1 | $8.6M | Sell |
17,707
-2,389
| -12% | -$1.16M | 1.42% | 20 |
|
|
2023
Q4 | $7.11M | Sell |
20,096
-644
| -3% | -$228K | 1.27% | 26 |
|
|
2023
Q3 | $6.23M | Sell |
20,740
-1,688
| -8% | -$507K | 1.24% | 28 |
|
|
2023
Q2 | $6.44M | Sell |
22,428
-3,736
| -14% | -$1.07M | 1.21% | 28 |
|
|
2023
Q1 | $5.55M | Buy |
26,164
+4,614
| +21% | +$978K | 1.18% | 30 |
|
|
2022
Q4 | $2.59M | Sell |
21,550
-7,233
| -25% | -$870K | 0.59% | 71 |
|
|
2022
Q3 | $3.91M | Buy |
28,783
+4,110
| +17% | +$558K | 0.97% | 47 |
|
|
2022
Q2 | $3.98M | Buy |
24,673
+2,423
| +11% | +$391K | 0.96% | 47 |
|
|
2022
Q1 | $4.95M | Buy |
22,250
+3,485
| +19% | +$775K | 1.03% | 42 |
|
|
2021
Q4 | $6.31M | Buy |
18,765
+558
| +3% | +$188K | 1.27% | 31 |
|
|
2021
Q3 | $6.18M | Buy |
18,207
+361
| +2% | +$123K | 1.35% | 27 |
|
|
2021
Q2 | $6.21M | Buy |
17,846
+136
| +0.8% | +$47.3K | 1.4% | 24 |
|
|
2021
Q1 | $5.22M | Buy |
17,710
+1,043
| +6% | +$307K | 1.3% | 24 |
|
|
2020
Q4 | $4.55M | Buy |
16,667
+661
| +4% | +$181K | 1.25% | 27 |
|
|
2020
Q3 | $4.19M | Sell |
16,006
-541
| -3% | -$142K | 1.31% | 24 |
|
|
2020
Q2 | $3.76M | Buy |
16,547
+247
| +2% | +$56.1K | 1.28% | 28 |
|
|
2020
Q1 | $2.72M | Buy |
16,300
+1,460
| +10% | +$244K | 1.06% | 42 |
|
|
2019
Q4 | $3.05M | Buy |
14,840
+479
| +3% | +$98.3K | 1% | 51 |
|
|
2019
Q3 | $2.56M | Buy |
14,361
+1,277
| +10% | +$227K | 0.93% | 54 |
|
|
2019
Q2 | $2.53M | Buy |
13,084
+268
| +2% | +$51.7K | 0.98% | 50 |
|
|
2019
Q1 | $2.14M | Buy |
12,816
+1,378
| +12% | +$230K | 0.88% | 54 |
|
|
2018
Q4 | $1.5M | Buy |
11,438
+497
| +5% | +$65.1K | 0.72% | 62 |
|
|
2018
Q3 | $1.8M | Buy |
10,941
+573
| +6% | +$94.2K | 0.8% | 61 |
|
|
2018
Q2 | $2.02M | Buy |
10,368
+474
| +5% | +$92.1K | 0.98% | 41 |
|
|
2018
Q1 | $1.58M | Buy |
9,894
+1,276
| +15% | +$204K | 0.83% | 52 |
|
|
2017
Q4 | $1.52M | Sell |
8,618
-102
| -1% | -$18K | 0.82% | 55 |
|
|
2017
Q3 | $1.49M | Buy |
8,720
+752
| +9% | +$128K | 0.83% | 52 |
|
|
2017
Q2 | $1.2M | Buy |
7,968
+1,562
| +24% | +$236K | 0.73% | 58 |
|
|
2017
Q1 | $910K | Buy |
+6,406
| New | +$910K | 0.6% | 63 |
|