Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,095
| Closed | -$3.85M | – | 36 |
|
|
2020
Q4 | $3.85M | Sell |
14,095
-334
| -2% | -$91.2K | 3.21% | 8 |
|
|
2020
Q3 | $3.78M | Buy |
14,429
+104
| +0.7% | +$27.2K | 3.06% | 7 |
|
|
2020
Q2 | $3.25M | Hold |
14,325
| – | – | 2.67% | 4 |
|
|
2020
Q1 | $2.39M | Hold |
14,325
| – | – | 2.81% | 5 |
|
|
2019
Q4 | $2.94M | Sell |
14,325
-625
| -4% | -$128K | 3.06% | 10 |
|
|
2019
Q3 | $2.66M | Hold |
14,950
| – | – | 2.38% | 12 |
|
|
2019
Q2 | $2.89M | Hold |
14,950
| – | – | 2.63% | 11 |
|
|
2019
Q1 | $2.49M | Hold |
14,950
| – | – | 2.29% | 10 |
|
|
2018
Q4 | $1.96M | Hold |
14,950
| – | – | 1.92% | 8 |
|
|
2018
Q3 | $2.46M | Sell |
14,950
-808
| -5% | -$133K | 2.53% | 11 |
|
|
2018
Q2 | $3.06M | Sell |
15,758
-1,212
| -7% | -$236K | 2.92% | 12 |
|
|
2018
Q1 | $2.71M | Buy |
+16,970
| New | +$2.71M | 4.61% | 8 |
|