MWAC
Mariner Wealth Advisors (Cincinnati)’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $17M | Buy |
103,541
+1,881
| +2% | +$309K | 0.94% | 43 |
|
|
2018
Q2 | $19.8M | Buy |
101,660
+9,601
| +10% | +$1.87M | 1.17% | 30 |
|
|
2018
Q1 | $14.7M | Buy |
92,059
+3,487
| +4% | +$557K | 0.9% | 45 |
|
|
2017
Q4 | $15.6M | Buy |
88,572
+61,161
| +223% | +$10.8M | 0.95% | 44 |
|
|
2017
Q3 | $4.68M | Buy |
27,411
+8,629
| +46% | +$1.47M | 0.3% | 72 |
|
|
2017
Q2 | $2.84M | Buy |
18,782
+2,761
| +17% | +$417K | 0.2% | 84 |
|
|
2017
Q1 | $2.28M | Sell |
16,021
-6,729
| -30% | -$956K | 0.16% | 90 |
|
|
2016
Q4 | $2.62M | Buy |
22,750
+4,258
| +23% | +$490K | 0.2% | 86 |
|
|
2016
Q3 | $2.37M | Buy |
18,492
+6,397
| +53% | +$821K | 0.2% | 89 |
|
|
2016
Q2 | $1.38M | Buy |
12,095
+7,763
| +179% | +$887K | 0.12% | 102 |
|
|
2016
Q1 | $494K | Buy |
4,332
+397
| +10% | +$45.3K | 0.05% | 155 |
|
|
2015
Q4 | $412K | Buy |
+3,935
| New | +$412K | 0.04% | 164 |
|
|
2015
Q1 | $248K | Buy |
3,011
+256
| +9% | +$21.1K | 0.03% | 154 |
|
|
2014
Q4 | $215K | Buy |
+2,755
| New | +$215K | 0.03% | 169 |
|