Northwest Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $976K | Sell |
1,323
-152
| -10% | -$112K | 0.18% | 73 |
|
2025
Q1 | $850K | Sell |
1,475
-12
| -0.8% | -$6.92K | 0.17% | 76 |
|
2024
Q4 | $871K | Buy |
1,487
+220
| +17% | +$129K | 0.18% | 77 |
|
2024
Q3 | $725K | Sell |
1,267
-3
| -0.2% | -$1.72K | 0.17% | 82 |
|
2024
Q2 | $640K | Buy |
1,270
+22
| +2% | +$11.1K | 0.17% | 85 |
|
2024
Q1 | $606K | Buy |
1,248
+88
| +8% | +$42.7K | 0.17% | 86 |
|
2023
Q4 | $411K | Buy |
1,160
+28
| +2% | +$9.91K | 0.12% | 103 |
|
2023
Q3 | $340K | Sell |
1,132
-1
| -0.1% | -$300 | 0.12% | 104 |
|
2023
Q2 | $325K | Hold |
1,133
| – | – | 0.12% | 109 |
|
2023
Q1 | $240K | Buy |
+1,133
| New | +$240K | 0.09% | 131 |
|
2022
Q3 | – | Sell |
-1,387
| Closed | -$224K | – | 143 |
|
2022
Q2 | $224K | Buy |
+1,387
| New | +$224K | 0.1% | 130 |
|
2019
Q2 | – | Sell |
-993
| Closed | -$166K | – | 337 |
|
2019
Q1 | $166K | Sell |
993
-1,014
| -51% | -$170K | 0.13% | 122 |
|
2018
Q4 | $263K | Sell |
2,007
-2,003
| -50% | -$262K | 0.22% | 86 |
|
2018
Q3 | $659K | Buy |
4,010
+3,011
| +301% | +$495K | 0.49% | 51 |
|
2018
Q2 | $194K | Sell |
999
-59
| -6% | -$11.5K | 0.15% | 112 |
|
2018
Q1 | $169K | Buy |
+1,058
| New | +$169K | 0.13% | 116 |
|