MWM
MinichMacGregor 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 | $799K | Buy |
1,083
+202
| +23% | +$149K | 0.17% | 56 |
|
|
2025
Q1 | $508K | Sell |
881
-254
| -22% | -$146K | 0.11% | 69 |
|
|
2024
Q4 | $664K | Buy |
1,135
+417
| +58% | +$244K | 0.14% | 63 |
|
|
2024
Q3 | $411K | Sell |
718
-57
| -7% | -$32.7K | 0.09% | 72 |
|
|
2024
Q2 | $391K | Buy |
775
+40
| +5% | +$20.2K | 0.1% | 71 |
|
|
2024
Q1 | $361K | Sell |
735
-2
| -0.3% | -$983 | 0.09% | 76 |
|
|
2023
Q4 | $261K | Buy |
+737
| New | +$261K | 0.08% | 88 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$48.1K | – | 412 |
|
|
2022
Q4 | $48.1K | Buy |
+400
| New | +$48.1K | 0.02% | 183 |
|
|
2020
Q2 | – | Sell |
-5,655
| Closed | -$1M | – | 95 |
|
|
2020
Q1 | $1M | Buy |
+5,655
| New | +$1M | 0.9% | 35 |
|
|
2019
Q1 | – | Sell |
-4,255
| Closed | -$727K | – | 93 |
|
|
2018
Q4 | $727K | Buy |
4,255
+3,534
| +490% | +$604K | 0.5% | 57 |
|
|
2018
Q3 | $117K | Buy |
721
+139
| +24% | +$22.6K | 0.08% | 73 |
|
|
2018
Q2 | $114K | Buy |
582
+20
| +4% | +$3.92K | 0.08% | 70 |
|
|
2018
Q1 | $89K | Sell |
562
-230
| -29% | -$36.4K | 0.07% | 75 |
|
|
2017
Q4 | $139K | Buy |
792
+171
| +28% | +$30K | 0.11% | 51 |
|
|
2017
Q3 | $106K | Sell |
621
-92
| -13% | -$15.7K | 0.09% | 62 |
|
|
2017
Q2 | $107K | Buy |
713
+30
| +4% | +$4.5K | 0.09% | 59 |
|
|
2017
Q1 | $97K | Sell |
683
-75
| -10% | -$10.7K | 0.09% | 65 |
|
|
2016
Q4 | $87K | Sell |
758
-19
| -2% | -$2.18K | 0.08% | 72 |
|
|
2016
Q3 | $99K | Sell |
777
-103
| -12% | -$13.1K | 0.09% | 64 |
|
|
2016
Q2 | $100K | Buy |
880
+113
| +15% | +$12.8K | 0.09% | 66 |
|
|
2016
Q1 | $87K | Sell |
767
-81
| -10% | -$9.19K | 0.08% | 73 |
|
|
2015
Q4 | $67K | Buy |
+848
| New | +$67K | 0.06% | 84 |
|