OWP
Obermeyer Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58M | Sell |
78,587
-639
| -0.8% | -$472K | 2.89% | 11 |
|
|
2025
Q1 | $45.7M | Sell |
79,226
-3,147
| -4% | -$1.81M | 2.44% | 12 |
|
|
2024
Q4 | $48.2M | Sell |
82,373
-2,180
| -3% | -$1.28M | 2.51% | 11 |
|
|
2024
Q3 | $48.4M | Sell |
84,553
-3,028
| -3% | -$1.73M | 2.59% | 12 |
|
|
2024
Q2 | $44.2M | Buy |
87,581
+3,033
| +4% | +$1.53M | 2.53% | 12 |
|
|
2024
Q1 | $41.1M | Sell |
84,548
-1,490
| -2% | -$724K | 2.42% | 12 |
|
|
2023
Q4 | $30.5M | Sell |
86,038
-984
| -1% | -$348K | 2.08% | 18 |
|
|
2023
Q3 | $26.1M | Buy |
87,022
+894
| +1% | +$268K | 1.94% | 23 |
|
|
2023
Q2 | $24.7M | Sell |
86,128
-2,654
| -3% | -$762K | 1.78% | 25 |
|
|
2023
Q1 | $19M | Buy |
88,782
+714
| +0.8% | +$153K | 1.42% | 29 |
|
|
2022
Q4 | $10.6M | Sell |
88,068
-17,279
| -16% | -$2.08M | 0.8% | 34 |
|
|
2022
Q3 | $14.3M | Sell |
105,347
-1,197
| -1% | -$162K | 1.16% | 31 |
|
|
2022
Q2 | $17.2M | Sell |
106,544
-1,341
| -1% | -$216K | 1.26% | 27 |
|
|
2022
Q1 | $24M | Buy |
107,885
+880
| +0.8% | +$196K | 1.44% | 27 |
|
|
2021
Q4 | $36M | Sell |
107,005
-318
| -0.3% | -$107K | 1.93% | 26 |
|
|
2021
Q3 | $36.4M | Buy |
107,323
+386
| +0.4% | +$131K | 2.02% | 31 |
|
|
2021
Q2 | $37.2M | Buy |
106,937
+252
| +0.2% | +$87.6K | 2.07% | 27 |
|
|
2021
Q1 | $31.4M | Buy |
106,685
+1,458
| +1% | +$429K | 1.93% | 29 |
|
|
2020
Q4 | $28.7M | Sell |
105,227
-1,665
| -2% | -$455K | 1.91% | 28 |
|
|
2020
Q3 | $28M | Buy |
106,892
+735
| +0.7% | +$192K | 2.1% | 25 |
|
|
2020
Q2 | $24.1M | Buy |
106,157
+1,755
| +2% | +$399K | 2.04% | 25 |
|
|
2020
Q1 | $17.4M | Buy |
104,402
+1,080
| +1% | +$180K | 1.86% | 27 |
|
|
2019
Q4 | $21.2M | Buy |
103,322
+1,111
| +1% | +$228K | 1.88% | 28 |
|
|
2019
Q3 | $18.2M | Sell |
102,211
-7,234
| -7% | -$1.29M | 1.68% | 29 |
|
|
2019
Q2 | $21.1M | Buy |
109,445
+38,714
| +55% | +$7.47M | 1.9% | 28 |
|
|
2019
Q1 | $11.8M | Sell |
70,731
-1,044
| -1% | -$174K | 1.11% | 29 |
|
|
2018
Q4 | $9.41M | Buy |
71,775
+69,861
| +3,650% | +$9.16M | 0.95% | 32 |
|
|
2018
Q3 | $315K | Buy |
1,914
+115
| +6% | +$18.9K | 0.03% | 93 |
|
|
2018
Q2 | $350K | Buy |
1,799
+127
| +8% | +$24.7K | 0.03% | 88 |
|
|
2018
Q1 | $267K | Sell |
1,672
-110
| -6% | -$17.6K | 0.02% | 98 |
|
|
2017
Q4 | $314K | Buy |
1,782
+450
| +34% | +$79.3K | 0.03% | 96 |
|
|
2017
Q3 | $228K | Hold |
1,332
| – | – | 0.02% | 108 |
|
|
2017
Q2 | $201K | Buy |
+1,332
| New | +$201K | 0.02% | 124 |
|