MWA
Monograph Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
10,400
+398
| +4% | +$294K | 0.95% | 16 |
|
|
2025
Q1 | $5.76M | Sell |
10,002
-1,109
| -10% | -$639K | 0.79% | 16 |
|
|
2024
Q4 | $6.51M | Buy |
11,111
+957
| +9% | +$560K | 0.86% | 19 |
|
|
2024
Q3 | $5.81M | Buy |
10,154
+1
| +0% | +$572 | 0.76% | 20 |
|
|
2024
Q2 | $5.12M | Hold |
10,153
| – | – | 0.75% | 20 |
|
|
2024
Q1 | $4.93M | Sell |
10,153
-1,877
| -16% | -$911K | 0.72% | 21 |
|
|
2023
Q4 | $4.26M | Buy |
12,030
+232
| +2% | +$82.1K | 0.76% | 18 |
|
|
2023
Q3 | $3.54M | Sell |
11,798
-2,900
| -20% | -$871K | 0.7% | 20 |
|
|
2023
Q2 | $4.22M | Hold |
14,698
| – | – | 0.91% | 15 |
|
|
2023
Q1 | $3.12M | Buy |
14,698
+4,497
| +44% | +$953K | 0.73% | 15 |
|
|
2022
Q4 | $1.23M | Sell |
10,201
-88
| -0.9% | -$10.6K | 0.33% | 23 |
|
|
2022
Q3 | $1.4M | Sell |
10,289
-4,546
| -31% | -$617K | 0.46% | 23 |
|
|
2022
Q2 | $2.39M | Sell |
14,835
-279
| -2% | -$45K | 0.69% | 14 |
|
|
2022
Q1 | $3.36M | Sell |
15,114
-1,537
| -9% | -$342K | 0.85% | 13 |
|
|
2021
Q4 | $5.6M | Buy |
+16,651
| New | +$5.6M | 1.41% | 9 |
|