PRW Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $486K | Buy |
1,607
+855
| +114% | +$259K | 0.19% | 45 |
|
|
2023
Q2 | $234K | Buy |
+752
| New | +$234K | 0.08% | 67 |
|
|
2022
Q1 | – | Sell |
-1,212
| Closed | -$408K | – | 124 |
|
|
2021
Q4 | $408K | Buy |
1,212
+49
| +4% | +$16.5K | 0.19% | 61 |
|
|
2021
Q3 | $395K | Buy |
+1,163
| New | +$395K | 0.2% | 57 |
|
|
2021
Q2 | – | Sell |
-1,206
| Closed | -$355K | – | 282 |
|
|
2021
Q1 | $355K | Sell |
1,206
-166
| -12% | -$48.9K | 0.17% | 60 |
|
|
2020
Q4 | $375K | Buy |
1,372
+100
| +8% | +$27.3K | 0.21% | 56 |
|
|
2020
Q3 | $333K | Hold |
1,272
| – | – | 0.24% | 55 |
|
|
2020
Q2 | $289K | Buy |
+1,272
| New | +$289K | 0.23% | 58 |
|
|
2020
Q1 | – | Sell |
-2,013
| Closed | -$413K | – | 68 |
|
|
2019
Q4 | $413K | Buy |
+2,013
| New | +$413K | 0.47% | 37 |
|
|
2019
Q3 | – | Sell |
-2,104
| Closed | -$406K | – | 47 |
|
|
2019
Q2 | $406K | Sell |
2,104
-1,459
| -41% | -$282K | 0.45% | 40 |
|
|
2019
Q1 | $596K | Sell |
3,563
-326
| -8% | -$54.5K | 0.55% | 30 |
|
|
2018
Q4 | $511K | Buy |
+3,889
| New | +$511K | 0.63% | 29 |
|