Meristem Family Wealth’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
Q1 | $2.05M | Sell |
9,217
-3,289
| -26% | -$731K | 0.22% | 51 |
|
|
2021
Q4 | $4.21M | Sell |
12,506
-527
| -4% | -$177K | 0.36% | 41 |
|
|
2021
Q3 | $4.42M | Buy |
13,033
+2,790
| +27% | +$947K | 0.43% | 37 |
|
|
2021
Q2 | $3.56M | Buy |
10,243
+3,155
| +45% | +$1.1M | 0.56% | 26 |
|
|
2021
Q1 | $2.09M | Sell |
7,088
-111
| -2% | -$32.7K | 0.42% | 33 |
|
|
2020
Q4 | $1.97M | Buy |
7,199
+1,557
| +28% | +$425K | 0.42% | 35 |
|
|
2020
Q3 | $1.48M | Sell |
5,642
-70
| -1% | -$18.3K | 0.38% | 41 |
|
|
2020
Q2 | $1.3M | Buy |
5,712
+83
| +1% | +$18.8K | 0.36% | 42 |
|
|
2020
Q1 | $939K | Buy |
5,629
+1,768
| +46% | +$295K | 0.29% | 50 |
|
|
2019
Q4 | $792K | Sell |
3,861
-237
| -6% | -$48.6K | 0.2% | 69 |
|
|
2019
Q3 | $730K | Buy |
4,098
+514
| +14% | +$91.6K | 0.2% | 73 |
|
|
2019
Q2 | $692K | Buy |
3,584
+105
| +3% | +$20.3K | 0.21% | 68 |
|
|
2019
Q1 | $580K | Buy |
3,479
+642
| +23% | +$107K | 0.2% | 69 |
|
|
2018
Q4 | $372K | Sell |
2,837
-425
| -13% | -$55.7K | 0.14% | 79 |
|
|
2018
Q3 | $536K | Sell |
3,262
-744
| -19% | -$122K | 0.18% | 61 |
|
|
2018
Q2 | $778K | Buy |
4,006
+1,621
| +68% | +$315K | 0.27% | 46 |
|
|
2018
Q1 | $381K | Hold |
2,385
| – | – | 0.14% | 84 |
|
|
2017
Q4 | $421K | Hold |
2,385
| – | – | 0.15% | 74 |
|
|
2017
Q3 | $408K | Buy |
2,385
+164
| +7% | +$28.1K | 0.16% | 73 |
|
|
2017
Q2 | $335K | Hold |
2,221
| – | – | 0.14% | 77 |
|
|
2017
Q1 | $315K | Buy |
2,221
+132
| +6% | +$18.7K | 0.12% | 81 |
|
|
2016
Q4 | $240K | Sell |
2,089
-339
| -14% | -$38.9K | 0.1% | 93 |
|
|
2016
Q3 | $311K | Buy |
2,428
+377
| +18% | +$48.3K | 0.13% | 83 |
|
|
2016
Q2 | $234K | Buy |
2,051
+106
| +5% | +$12.1K | 0.1% | 96 |
|
|
2016
Q1 | $222K | Buy |
+1,945
| New | +$222K | 0.1% | 106 |
|