PWS
Private Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $651K | Buy |
1,291
+495
| +62% | +$250K | 0.13% | 37 |
|
2024
Q1 | $386K | Sell |
796
-505
| -39% | -$245K | 0.08% | 44 |
|
2023
Q4 | $461K | Buy |
1,301
+292
| +29% | +$103K | 0.1% | 47 |
|
2023
Q3 | $303K | Sell |
1,009
-192
| -16% | -$57.6K | 0.08% | 54 |
|
2023
Q2 | $345K | Hold |
1,201
| – | – | 0.08% | 54 |
|
2023
Q1 | $255K | Buy |
+1,201
| New | +$255K | 0.06% | 63 |
|
2022
Q2 | – | Sell |
-1,220
| Closed | -$272K | – | 78 |
|
2022
Q1 | $272K | Buy |
1,220
+198
| +19% | +$44.1K | 0.07% | 66 |
|
2021
Q4 | $343K | Hold |
1,022
| – | – | 0.08% | 62 |
|
2021
Q3 | $346K | Buy |
1,022
+66
| +7% | +$22.3K | 0.09% | 61 |
|
2021
Q2 | $332K | Hold |
956
| – | – | 0.09% | 60 |
|
2021
Q1 | $282K | Sell |
956
-93
| -9% | -$27.4K | 0.08% | 60 |
|
2020
Q4 | $287K | Buy |
1,049
+445
| +74% | +$122K | 0.09% | 60 |
|
2020
Q3 | $157K | Buy |
+604
| New | +$157K | 0.06% | 65 |
|
2020
Q2 | – | Sell |
-1,106
| Closed | -$186K | – | 70 |
|
2020
Q1 | $186K | Sell |
1,106
-334
| -23% | -$56.2K | 0.09% | 63 |
|
2019
Q4 | $296K | Buy |
+1,440
| New | +$296K | 0.12% | 61 |
|