OBWP
O'Brien 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 | $400K | Sell |
542
-855
| -61% | -$632K | 0.06% | 39 |
|
2025
Q1 | $805K | Sell |
1,397
-252
| -15% | -$145K | 0.15% | 27 |
|
2024
Q4 | $965K | Sell |
1,649
-222
| -12% | -$130K | 0.17% | 23 |
|
2024
Q3 | $1.07M | Sell |
1,871
-239
| -11% | -$137K | 0.21% | 22 |
|
2024
Q2 | $1.06M | Sell |
2,110
-73
| -3% | -$36.8K | 0.24% | 20 |
|
2024
Q1 | $1.06M | Sell |
2,183
-270
| -11% | -$131K | 0.25% | 20 |
|
2023
Q4 | $868K | Sell |
2,453
-272
| -10% | -$96.3K | 0.23% | 18 |
|
2023
Q3 | $818K | Sell |
2,725
-293
| -10% | -$88K | 0.23% | 18 |
|
2023
Q2 | $866K | Sell |
3,018
-835
| -22% | -$240K | 0.25% | 17 |
|
2023
Q1 | $817K | Buy |
3,853
+143
| +4% | +$30.3K | 0.26% | 17 |
|
2022
Q4 | $446K | Buy |
3,710
+432
| +13% | +$52K | 0.18% | 20 |
|
2022
Q3 | $445K | Buy |
3,278
+77
| +2% | +$10.5K | 0.19% | 25 |
|
2022
Q2 | $516K | Sell |
3,201
-19
| -0.6% | -$3.06K | 0.22% | 21 |
|
2022
Q1 | $632K | Buy |
3,220
+578
| +22% | +$113K | 0.25% | 15 |
|
2021
Q4 | $582K | Sell |
2,642
-98
| -4% | -$21.6K | 0.2% | 17 |
|
2021
Q3 | $912K | Sell |
2,740
-164
| -6% | -$54.6K | 0.32% | 14 |
|
2021
Q2 | $1.02M | Buy |
2,904
+686
| +31% | +$240K | 0.34% | 16 |
|
2021
Q1 | $694K | Buy |
2,218
+121
| +6% | +$37.9K | 0.23% | 18 |
|
2020
Q4 | $561K | Buy |
+2,097
| New | +$561K | 0.2% | 19 |
|
2020
Q1 | – | Sell |
-1,147
| Closed | -$244K | – | 41 |
|
2019
Q4 | $244K | Buy |
+1,147
| New | +$244K | 0.17% | 36 |
|
2018
Q4 | – | Sell |
-497
| Closed | -$82K | – | 147 |
|
2018
Q3 | $82K | Buy |
+497
| New | +$82K | 0.05% | 56 |
|
2018
Q2 | – | Sell |
-450
| Closed | -$72K | – | 147 |
|
2018
Q1 | $72K | Buy |
+450
| New | +$72K | 0.05% | 51 |
|