MWPCG
Measured Wealth Private Client Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
+558
| New | +$412K | 0.12% | 114 |
|
|
2024
Q3 | – | Sell |
-451
| Closed | -$228K | – | 193 |
|
|
2024
Q2 | $228K | Buy |
451
+14
| +3% | +$7.06K | 0.08% | 170 |
|
|
2024
Q1 | $212K | Buy |
+437
| New | +$212K | 0.07% | 174 |
|
|
2022
Q3 | – | Sell |
-2,653
| Closed | -$428K | – | 174 |
|
|
2022
Q2 | $428K | Buy |
2,653
+17
| +0.6% | +$2.74K | 0.19% | 77 |
|
|
2022
Q1 | $586K | Sell |
2,636
-278
| -10% | -$61.8K | 0.22% | 55 |
|
|
2021
Q4 | $980K | Sell |
2,914
-30
| -1% | -$10.1K | 0.35% | 43 |
|
|
2021
Q3 | $999K | Sell |
2,944
-53
| -2% | -$18K | 0.38% | 41 |
|
|
2021
Q2 | $1.04M | Hold |
2,997
| – | – | 0.33% | 47 |
|
|
2021
Q1 | $883K | Sell |
2,997
-30
| -1% | -$8.84K | 0.31% | 48 |
|
|
2020
Q4 | $827K | Sell |
3,027
-9
| -0.3% | -$2.46K | 0.34% | 44 |
|
|
2020
Q3 | $795K | Buy |
+3,036
| New | +$795K | 0.38% | 47 |
|
|
2019
Q3 | – | Sell |
-2,864
| Closed | -$553K | – | 175 |
|
|
2019
Q2 | $553K | Sell |
2,864
-117
| -4% | -$22.6K | 0.32% | 56 |
|
|
2019
Q1 | $497K | Buy |
2,981
+985
| +49% | +$164K | 0.31% | 68 |
|
|
2018
Q4 | $262K | Sell |
1,996
-56
| -3% | -$7.35K | 0.24% | 70 |
|
|
2018
Q3 | $348K | Buy |
2,052
+100
| +5% | +$17K | 0.21% | 88 |
|
|
2018
Q2 | $379K | Buy |
+1,952
| New | +$379K | 0.31% | 65 |
|