Peninsula Wealth’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.63M | Buy |
2,790
+96
| +4% | +$56.2K | 0.28% | 35 |
|
|
2024
Q3 | $1.55M | Buy |
2,694
+81
| +3% | +$46.7K | 0.27% | 37 |
|
|
2024
Q2 | $1.3M | Buy |
2,613
+2
| +0.1% | +$998 | 0.24% | 39 |
|
|
2024
Q1 | $1.27M | Buy |
2,611
+30
| +1% | +$14.6K | 0.25% | 40 |
|
|
2023
Q4 | $914K | Sell |
2,581
-68
| -3% | -$24.1K | 0.19% | 46 |
|
|
2023
Q3 | $832K | Buy |
2,649
+271
| +11% | +$85.1K | 0.19% | 42 |
|
|
2023
Q2 | $682K | Sell |
2,378
-7
| -0.3% | -$2.01K | 0.18% | 40 |
|
|
2023
Q1 | $505K | Buy |
2,385
+532
| +29% | +$113K | 0.15% | 41 |
|
|
2022
Q4 | $223K | Sell |
1,853
-98
| -5% | -$11.8K | 0.07% | 67 |
|
|
2022
Q3 | $265K | Buy |
1,951
+10
| +0.5% | +$1.36K | 0.09% | 55 |
|
|
2022
Q2 | $313K | Buy |
1,941
+263
| +16% | +$42.4K | 0.11% | 46 |
|
|
2022
Q1 | $373K | Sell |
1,678
-489
| -23% | -$109K | 0.11% | 44 |
|
|
2021
Q4 | $729K | Buy |
+2,167
| New | +$729K | 0.2% | 29 |
|
|
2020
Q4 | – | Sell |
-1,506
| Closed | -$394K | – | 39 |
|
|
2020
Q3 | $394K | Sell |
1,506
-490
| -25% | -$128K | 0.17% | 35 |
|
|
2020
Q2 | $453K | Buy |
1,996
+184
| +10% | +$41.8K | 0.21% | 27 |
|
|
2020
Q1 | $302K | Sell |
1,812
-35
| -2% | -$5.83K | 0.17% | 30 |
|
|
2019
Q4 | $379K | Hold |
1,847
| – | – | 0.18% | 23 |
|
|
2019
Q3 | $329K | Buy |
1,847
+500
| +37% | +$89.1K | 0.16% | 26 |
|
|
2019
Q2 | $261K | Buy |
1,347
+50
| +4% | +$9.69K | 0.13% | 26 |
|
|
2019
Q1 | $216K | Buy |
+1,297
| New | +$216K | 0.12% | 27 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$213K | – | 30 |
|
|
2018
Q3 | $213K | Sell |
1,300
-44
| -3% | -$7.21K | 0.11% | 30 |
|
|
2018
Q2 | $261K | Sell |
1,344
-223
| -14% | -$43.3K | 0.15% | 26 |
|
|
2018
Q1 | $251K | Buy |
+1,567
| New | +$251K | 0.15% | 27 |
|