PWPS
Pinnacle Wealth Planning Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
13,524
+2,463
| +22% | +$1.82M | 1.31% | 13 |
|
|
2025
Q1 | $6.38M | Buy |
11,061
+562
| +5% | +$324K | 0.96% | 14 |
|
|
2024
Q4 | $6.15M | Sell |
10,499
-3,377
| -24% | -$1.98M | 0.92% | 14 |
|
|
2024
Q3 | $7.94M | Buy |
13,876
+60
| +0.4% | +$34.3K | 1.08% | 13 |
|
|
2024
Q2 | $6.97M | Sell |
13,816
-75
| -0.5% | -$37.8K | 1% | 14 |
|
|
2024
Q1 | $6.75M | Buy |
13,891
+23
| +0.2% | +$11.2K | 0.99% | 14 |
|
|
2023
Q4 | $4.91M | Sell |
13,868
-298
| -2% | -$105K | 0.77% | 16 |
|
|
2023
Q3 | $4.25M | Sell |
14,166
-2,320
| -14% | -$696K | 0.7% | 17 |
|
|
2023
Q2 | $4.73M | Buy |
16,486
+42
| +0.3% | +$12.1K | 0.76% | 16 |
|
|
2023
Q1 | $3.49M | Buy |
16,444
+4,672
| +40% | +$990K | 0.58% | 27 |
|
|
2022
Q4 | $1.42M | Sell |
11,772
-3,198
| -21% | -$385K | 0.25% | 61 |
|
|
2022
Q3 | $2.03M | Buy |
14,970
+3
| +0% | +$407 | 0.38% | 44 |
|
|
2022
Q2 | $2.41M | Buy |
14,967
+3,051
| +26% | +$492K | 0.43% | 39 |
|
|
2022
Q1 | $2.65M | Sell |
11,916
-4,304
| -27% | -$957K | 0.48% | 37 |
|
|
2021
Q4 | $5.46M | Buy |
16,220
+5,210
| +47% | +$1.75M | 1.07% | 17 |
|
|
2021
Q3 | $3.74M | Buy |
11,010
+231
| +2% | +$78.4K | 0.83% | 22 |
|
|
2021
Q2 | $3.75M | Buy |
10,779
+60
| +0.6% | +$20.9K | 0.87% | 19 |
|
|
2021
Q1 | $3.16M | Buy |
10,719
+1,148
| +12% | +$338K | 0.81% | 22 |
|
|
2020
Q4 | $2.61M | Buy |
9,571
+511
| +6% | +$140K | 0.62% | 23 |
|
|
2020
Q3 | $2.37M | Buy |
9,060
+226
| +3% | +$59.2K | 0.78% | 23 |
|
|
2020
Q2 | $2.01M | Sell |
8,834
-792
| -8% | -$180K | 0.65% | 32 |
|
|
2020
Q1 | $1.6M | Buy |
9,626
+1,754
| +22% | +$292K | 0.76% | 24 |
|
|
2019
Q4 | $1.62M | Buy |
7,872
+1,698
| +28% | +$348K | 0.76% | 23 |
|
|
2019
Q3 | $1.1M | Buy |
6,174
+1,662
| +37% | +$296K | 0.6% | 29 |
|
|
2019
Q2 | $871K | Buy |
4,512
+722
| +19% | +$139K | 0.53% | 34 |
|
|
2019
Q1 | $632K | Sell |
3,790
-849
| -18% | -$142K | 0.42% | 44 |
|
|
2018
Q4 | $608K | Sell |
4,639
-1,660
| -26% | -$218K | 0.39% | 53 |
|
|
2018
Q3 | $1.04M | Buy |
6,299
+393
| +7% | +$64.6K | 0.95% | 25 |
|
|
2018
Q2 | $1.15M | Buy |
5,906
+615
| +12% | +$120K | 1.12% | 20 |
|
|
2018
Q1 | $845K | Buy |
5,291
+3,872
| +273% | +$618K | 0.87% | 29 |
|
|
2017
Q4 | $251K | Buy |
+1,419
| New | +$251K | 0.51% | 41 |
|