Physician Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
1,544
+151
| +11% | +$111K | 0.18% | 63 |
|
|
2025
Q1 | $803K | Buy |
1,393
+46
| +3% | +$26.5K | 0.14% | 75 |
|
|
2024
Q4 | $789K | Sell |
1,347
-53
| -4% | -$31K | 0.13% | 76 |
|
|
2024
Q3 | $821K | Sell |
1,400
-923
| -40% | -$541K | 0.15% | 72 |
|
|
2024
Q2 | $1.14M | Buy |
2,323
+156
| +7% | +$76.4K | 0.21% | 63 |
|
|
2024
Q1 | $1.08M | Buy |
2,167
+20
| +0.9% | +$10K | 0.23% | 63 |
|
|
2023
Q4 | $820K | Sell |
2,147
-289
| -12% | -$110K | 0.18% | 67 |
|
|
2023
Q3 | $776K | Hold |
2,436
| – | – | 0.2% | 62 |
|
|
2023
Q2 | $697K | Buy |
2,436
+84
| +4% | +$24K | 0.17% | 65 |
|
|
2023
Q1 | $507K | Sell |
2,352
-30
| -1% | -$6.47K | 0.13% | 75 |
|
|
2022
Q4 | $341K | Sell |
2,382
-795
| -25% | -$114K | 0.09% | 98 |
|
|
2022
Q3 | $442K | Buy |
3,177
+219
| +7% | +$30.5K | 0.14% | 80 |
|
|
2022
Q2 | $473K | Buy |
2,958
+185
| +7% | +$29.6K | 0.14% | 80 |
|
|
2022
Q1 | $620K | Sell |
2,773
-29
| -1% | -$6.48K | 0.16% | 72 |
|
|
2021
Q4 | $930K | Buy |
2,802
+252
| +10% | +$83.6K | 0.24% | 57 |
|
|
2021
Q3 | $828K | Buy |
2,550
+3
| +0.1% | +$974 | 0.23% | 58 |
|
|
2021
Q2 | $894K | Sell |
2,547
-122
| -5% | -$42.8K | 0.26% | 54 |
|
|
2021
Q1 | $824K | Sell |
2,669
-170
| -6% | -$52.5K | 0.27% | 55 |
|
|
2020
Q4 | $765K | Buy |
2,839
+528
| +23% | +$142K | 0.26% | 53 |
|
|
2020
Q3 | $604K | Sell |
2,311
-385
| -14% | -$101K | 0.24% | 55 |
|
|
2020
Q2 | $709K | Buy |
2,696
+69
| +3% | +$18.1K | 0.29% | 52 |
|
|
2020
Q1 | $479K | Sell |
2,627
-489
| -16% | -$89.2K | 0.24% | 56 |
|
|
2019
Q4 | $691K | Hold |
3,116
| – | – | 0.31% | 44 |
|
|
2019
Q3 | $623K | Buy |
+3,116
| New | +$623K | 0.3% | 48 |
|