MAWA
Moss Adams 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 | $7.44M | Buy |
10,075
+495
| +5% | +$365K | 0.68% | 19 |
|
2025
Q1 | $5.52M | Buy |
9,580
+1,413
| +17% | +$814K | 0.58% | 19 |
|
2024
Q4 | $4.78M | Buy |
8,167
+408
| +5% | +$239K | 0.51% | 20 |
|
2024
Q3 | $4.44M | Buy |
7,759
+427
| +6% | +$244K | 0.49% | 20 |
|
2024
Q2 | $3.7M | Buy |
7,332
+779
| +12% | +$393K | 0.51% | 21 |
|
2024
Q1 | $3.18M | Buy |
6,553
+848
| +15% | +$412K | 0.51% | 23 |
|
2023
Q4 | $2.02M | Sell |
5,705
-143
| -2% | -$50.6K | 0.42% | 21 |
|
2023
Q3 | $1.76M | Sell |
5,848
-367
| -6% | -$110K | 0.6% | 17 |
|
2023
Q2 | $1.78M | Sell |
6,215
-12,228
| -66% | -$3.51M | 0.58% | 21 |
|
2023
Q1 | $3.91M | Buy |
18,443
+399
| +2% | +$84.6K | 1.33% | 10 |
|
2022
Q4 | $2.17M | Buy |
+18,044
| New | +$2.17M | 1.09% | 16 |
|