OWA
Outlook 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 | $1.85M | Buy |
2,501
+27
| +1% | +$19.9K | 0.47% | 43 |
|
2025
Q1 | $1.43M | Sell |
2,474
-47
| -2% | -$27.1K | 0.4% | 51 |
|
2024
Q4 | $1.48M | Buy |
2,521
+33
| +1% | +$19.3K | 0.42% | 47 |
|
2024
Q3 | $1.42M | Buy |
2,488
+57
| +2% | +$32.6K | 0.41% | 47 |
|
2024
Q2 | $1.23M | Buy |
2,431
+617
| +34% | +$311K | 0.38% | 50 |
|
2024
Q1 | $881K | Buy |
+1,814
| New | +$881K | 0.27% | 77 |
|
2022
Q1 | – | Sell |
-641
| Closed | -$216K | – | 209 |
|
2021
Q4 | $216K | Sell |
641
-1,988
| -76% | -$670K | 0.06% | 191 |
|
2021
Q3 | $892K | Sell |
2,629
-18
| -0.7% | -$6.11K | 0.29% | 85 |
|
2021
Q2 | $920K | Buy |
2,647
+123
| +5% | +$42.8K | 0.29% | 85 |
|
2021
Q1 | $743K | Buy |
2,524
+647
| +34% | +$190K | 0.26% | 88 |
|
2020
Q4 | $513K | Buy |
1,877
+60
| +3% | +$16.4K | 0.19% | 126 |
|
2020
Q3 | $476K | Buy |
1,817
+113
| +7% | +$29.6K | 0.19% | 117 |
|
2020
Q2 | $387K | Buy |
1,704
+163
| +11% | +$37K | 0.16% | 125 |
|
2020
Q1 | $257K | Buy |
1,541
+251
| +19% | +$41.9K | 0.15% | 134 |
|
2019
Q4 | $265K | Sell |
1,290
-923
| -42% | -$190K | 0.15% | 126 |
|
2019
Q3 | $394K | Sell |
2,213
-21
| -0.9% | -$3.74K | 0.23% | 97 |
|
2019
Q2 | $431K | Buy |
2,234
+213
| +11% | +$41.1K | 0.28% | 89 |
|
2019
Q1 | $337K | Buy |
2,021
+1,635
| +424% | +$273K | 0.28% | 95 |
|
2018
Q4 | $506K | Buy |
+386
| New | +$506K | 0.23% | 110 |
|