MYIA
Mount Yale Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Sell |
12,285
-373
| -3% | -$275K | 0.71% | 22 |
|
|
2025
Q1 | $7.3M | Sell |
12,658
-466
| -4% | -$269K | 0.63% | 23 |
|
|
2024
Q4 | $7.68M | Sell |
13,124
-632
| -5% | -$370K | 0.62% | 23 |
|
|
2024
Q3 | $7.87M | Sell |
13,756
-470
| -3% | -$269K | 0.76% | 12 |
|
|
2024
Q2 | $7.17M | Sell |
14,226
-668
| -4% | -$337K | 0.57% | 19 |
|
|
2024
Q1 | $7.23M | Sell |
14,894
-504
| -3% | -$245K | 0.55% | 29 |
|
|
2023
Q4 | $5.45M | Sell |
15,398
-413
| -3% | -$146K | 0.52% | 35 |
|
|
2023
Q3 | $4.75M | Buy |
15,811
+2,657
| +20% | +$798K | 0.52% | 37 |
|
|
2023
Q2 | $3.77M | Buy |
13,154
+1,690
| +15% | +$485K | 0.4% | 57 |
|
|
2023
Q1 | $2.43M | Buy |
11,464
+1,916
| +20% | +$406K | 0.27% | 87 |
|
|
2022
Q4 | $1.15M | Sell |
9,548
-17,119
| -64% | -$2.06M | 0.13% | 160 |
|
|
2022
Q3 | $3.62M | Buy |
26,667
+2,270
| +9% | +$308K | 0.48% | 46 |
|
|
2022
Q2 | $3.93M | Buy |
24,397
+525
| +2% | +$84.7K | 0.5% | 45 |
|
|
2022
Q1 | $5.31M | Buy |
23,872
+1,835
| +8% | +$408K | 0.58% | 38 |
|
|
2021
Q4 | $7.41M | Sell |
22,037
-264
| -1% | -$88.8K | 0.77% | 19 |
|
|
2021
Q3 | $7.57M | Sell |
22,301
-2,903
| -12% | -$985K | 0.87% | 17 |
|
|
2021
Q2 | $8.76M | Sell |
25,204
-2,380
| -9% | -$828K | 1.06% | 9 |
|
|
2021
Q1 | $8.12M | Sell |
27,584
-1,590
| -5% | -$468K | 1.06% | 9 |
|
|
2020
Q4 | $7.97M | Sell |
29,174
-1,658
| -5% | -$453K | 1.12% | 7 |
|
|
2020
Q3 | $8.08M | Sell |
30,832
-1,311
| -4% | -$343K | 1.15% | 6 |
|
|
2020
Q2 | $7.3M | Buy |
32,143
+134
| +0.4% | +$30.4K | 1.31% | 7 |
|
|
2020
Q1 | $5.34M | Sell |
32,009
-1,218
| -4% | -$203K | 1.2% | 17 |
|
|
2019
Q4 | $6.71M | Buy |
33,227
+1,300
| +4% | +$262K | 1.17% | 24 |
|
|
2019
Q3 | $6.21M | Sell |
31,927
-204
| -0.6% | -$39.7K | 1.11% | 28 |
|
|
2019
Q2 | $5.95M | Buy |
32,131
+564
| +2% | +$104K | 1.1% | 28 |
|
|
2019
Q1 | $5.26M | Buy |
31,567
+3,140
| +11% | +$523K | 0.99% | 29 |
|
|
2018
Q4 | $4.71M | Buy |
28,427
+1,585
| +6% | +$263K | 0.96% | 26 |
|
|
2018
Q3 | $4.07M | Buy |
26,842
+1,957
| +8% | +$297K | 0.71% | 32 |
|
|
2018
Q2 | $4.84M | Buy |
24,885
+3,881
| +18% | +$754K | 0.92% | 27 |
|
|
2018
Q1 | $3.36M | Buy |
+21,004
| New | +$3.36M | 0.72% | 33 |
|