PFWA
Paces Ferry 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 | $3.1M | Sell |
4,196
-193
| -4% | -$142K | 1.42% | 17 |
|
|
2025
Q1 | $2.53M | Sell |
4,389
-41
| -0.9% | -$23.6K | 1.26% | 21 |
|
|
2024
Q4 | $2.59M | Buy |
4,430
+474
| +12% | +$278K | 1.26% | 19 |
|
|
2024
Q3 | $2.26M | Sell |
3,956
-44
| -1% | -$25.2K | 1.3% | 19 |
|
|
2024
Q2 | $2.02M | Sell |
4,000
-124
| -3% | -$62.5K | 1.22% | 21 |
|
|
2024
Q1 | $2M | Sell |
4,124
-402
| -9% | -$195K | 1.28% | 21 |
|
|
2023
Q4 | $1.6M | Sell |
4,526
-111
| -2% | -$39.3K | 1.11% | 26 |
|
|
2023
Q3 | $1.39M | Sell |
4,637
-441
| -9% | -$132K | 1.1% | 28 |
|
|
2023
Q2 | $1.46M | Sell |
5,078
-1,004
| -17% | -$288K | 1.09% | 27 |
|
|
2023
Q1 | $1.29M | Buy |
6,082
+2,509
| +70% | +$532K | 1.04% | 29 |
|
|
2022
Q4 | $430K | Sell |
3,573
-4,248
| -54% | -$511K | 0.42% | 56 |
|
|
2022
Q3 | $1.06M | Sell |
7,821
-2,058
| -21% | -$279K | 1.16% | 25 |
|
|
2022
Q2 | $1.59M | Sell |
9,879
-169
| -2% | -$27.3K | 1.57% | 19 |
|
|
2022
Q1 | $2.23M | Sell |
10,048
-156
| -2% | -$34.7K | 1.78% | 14 |
|
|
2021
Q4 | $3.43M | Sell |
10,204
-226
| -2% | -$76K | 2.46% | 9 |
|
|
2021
Q3 | $3.54M | Buy |
10,430
+51
| +0.5% | +$17.3K | 2.83% | 6 |
|
|
2021
Q2 | $3.61M | Buy |
10,379
+73
| +0.7% | +$25.4K | 2.76% | 7 |
|
|
2021
Q1 | $3.04M | Buy |
10,306
+272
| +3% | +$80.1K | 2.64% | 7 |
|
|
2020
Q4 | $2.74M | Sell |
10,034
-281
| -3% | -$76.8K | 2.5% | 7 |
|
|
2020
Q3 | $2.7M | Buy |
+10,315
| New | +$2.7M | 2.35% | 5 |
|