Private Wealth Advisors (Pennsylvania)’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $987K | Sell |
3,612
-250
| -6% | -$68.3K | 0.56% | 41 |
|
|
2020
Q3 | $1.01M | Sell |
3,862
-1,843
| -32% | -$482K | 0.65% | 36 |
|
|
2020
Q2 | $1.3M | Sell |
5,705
-235
| -4% | -$53.3K | 0.88% | 29 |
|
|
2020
Q1 | $1.2M | Buy |
5,940
+64
| +1% | +$12.9K | 0.91% | 29 |
|
|
2019
Q4 | $1.28M | Sell |
5,876
-3,354
| -36% | -$731K | 0.68% | 42 |
|
|
2019
Q3 | $1.64M | Sell |
9,230
-8,233
| -47% | -$1.47M | 0.84% | 34 |
|
|
2019
Q2 | $3.37M | Buy |
17,463
+285
| +2% | +$55K | 1.19% | 27 |
|
|
2019
Q1 | $2.86M | Hold |
17,178
| – | – | 1.07% | 31 |
|
|
2018
Q4 | $2.25M | Sell |
17,178
-2,821
| -14% | -$370K | 0.98% | 36 |
|
|
2018
Q3 | $3.29M | Buy |
19,999
+195
| +1% | +$32.1K | 1.21% | 23 |
|
|
2018
Q2 | $3.85M | Buy |
19,804
+50
| +0.3% | +$9.72K | 1.53% | 21 |
|
|
2018
Q1 | $3.16M | Sell |
19,754
-400
| -2% | -$63.9K | 1.26% | 23 |
|
|
2017
Q4 | $3.56M | Buy |
20,154
+136
| +0.7% | +$24K | 1.38% | 21 |
|
|
2017
Q3 | $3.42M | Sell |
20,018
-55
| -0.3% | -$9.4K | 1.4% | 20 |
|
|
2017
Q2 | $3.03M | Buy |
20,073
+33
| +0.2% | +$4.98K | 1.3% | 23 |
|
|
2017
Q1 | $2.85M | Sell |
20,040
-130
| -0.6% | -$18.5K | 1.28% | 23 |
|
|
2016
Q4 | $2.32M | Sell |
20,170
-800
| -4% | -$92.1K | 1.08% | 29 |
|
|
2016
Q3 | $2.69M | Buy |
20,970
+33
| +0.2% | +$4.23K | 1.28% | 26 |
|
|
2016
Q2 | $2.39M | Hold |
20,937
| – | – | 1.17% | 26 |
|
|
2016
Q1 | $2.39M | Buy |
20,937
+5,597
| +36% | +$639K | 1.27% | 25 |
|
|
2015
Q4 | $1.61M | Buy |
15,340
+895
| +6% | +$93.6K | 0.9% | 35 |
|
|
2015
Q3 | $1.3M | Buy |
14,445
+12,009
| +493% | +$1.08M | 0.65% | 46 |
|
|
2015
Q2 | $209K | Buy |
+2,436
| New | +$209K | 0.09% | 133 |
|
|
2013
Q4 | – | Sell |
-7,800
| Closed | -$392K | – | 119 |
|
|
2013
Q3 | $392K | Buy |
+7,800
| New | +$392K | 0.23% | 88 |
|