MWC
MBM Wealth Consultants’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-212
| Closed | -$7K | – | 210 |
|
2023
Q1 | $7K | Hold |
212
| – | – | ﹤0.01% | 228 |
|
2022
Q4 | $26K | Buy |
212
+26
| +14% | +$3.19K | 0.01% | 192 |
|
2022
Q3 | $26K | Sell |
186
-117
| -39% | -$16.4K | 0.01% | 181 |
|
2022
Q2 | $49K | Sell |
303
-125
| -29% | -$20.2K | 0.02% | 159 |
|
2022
Q1 | $95K | Sell |
428
-34
| -7% | -$7.55K | 0.04% | 129 |
|
2021
Q4 | $155K | Sell |
462
-6
| -1% | -$2.01K | 0.06% | 109 |
|
2021
Q3 | $159K | Sell |
468
-10
| -2% | -$3.4K | 0.07% | 112 |
|
2021
Q2 | $166K | Sell |
478
-121
| -20% | -$42K | 0.08% | 105 |
|
2021
Q1 | $176K | Sell |
599
-684
| -53% | -$201K | 0.09% | 97 |
|
2020
Q4 | $350K | Sell |
1,283
-144
| -10% | -$39.3K | 0.19% | 70 |
|
2020
Q3 | $373K | Sell |
1,427
-2
| -0.1% | -$523 | 0.24% | 51 |
|
2020
Q2 | $325K | Sell |
1,429
-685
| -32% | -$156K | 0.23% | 55 |
|
2020
Q1 | $352K | Sell |
2,114
-146
| -6% | -$24.3K | 0.29% | 57 |
|
2019
Q4 | $464K | Buy |
2,260
+91
| +4% | +$18.7K | 0.34% | 60 |
|
2019
Q3 | $386K | Buy |
2,169
+83
| +4% | +$14.8K | 0.3% | 73 |
|
2019
Q2 | $409K | Buy |
2,086
+51
| +3% | +$10K | 0.34% | 65 |
|
2019
Q1 | $339K | Buy |
2,035
+179
| +10% | +$29.8K | 0.3% | 74 |
|
2018
Q4 | $243K | Buy |
+1,856
| New | +$243K | 0.24% | 79 |
|