RWM
RKL Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
5,681
-70
| -1% | -$51.7K | 0.37% | 37 |
|
|
2025
Q1 | $3.31M | Sell |
5,751
-328
| -5% | -$189K | 0.31% | 49 |
|
|
2024
Q4 | $3.56M | Sell |
6,079
-181
| -3% | -$106K | 0.32% | 47 |
|
|
2024
Q3 | $3.58M | Buy |
6,260
+185
| +3% | +$106K | 0.32% | 44 |
|
|
2024
Q2 | $3.06M | Sell |
6,075
-175
| -3% | -$88.2K | 0.3% | 47 |
|
|
2024
Q1 | $3.03M | Buy |
6,250
+395
| +7% | +$192K | 0.3% | 46 |
|
|
2023
Q4 | $2.07M | Buy |
5,855
+314
| +6% | +$111K | 0.22% | 55 |
|
|
2023
Q3 | $1.66M | Buy |
5,541
+269
| +5% | +$80.8K | 0.2% | 58 |
|
|
2023
Q2 | $1.51M | Sell |
5,272
-198
| -4% | -$56.8K | 0.18% | 62 |
|
|
2023
Q1 | $1.16M | Buy |
5,470
+13
| +0.2% | +$2.76K | 0.15% | 72 |
|
|
2022
Q4 | $657K | Sell |
5,457
-548
| -9% | -$65.9K | 0.09% | 88 |
|
|
2022
Q3 | $815K | Sell |
6,005
-175
| -3% | -$23.8K | 0.12% | 84 |
|
|
2022
Q2 | $997K | Sell |
6,180
-442
| -7% | -$71.3K | 0.14% | 80 |
|
|
2022
Q1 | $1.47M | Sell |
6,622
-1,221
| -16% | -$271K | 0.18% | 67 |
|
|
2021
Q4 | $2.64M | Sell |
7,843
-897
| -10% | -$302K | 0.31% | 46 |
|
|
2021
Q3 | $2.97M | Sell |
8,740
-1,200
| -12% | -$407K | 0.38% | 42 |
|
|
2021
Q2 | $3.46M | Buy |
9,940
+265
| +3% | +$92.1K | 0.44% | 40 |
|
|
2021
Q1 | $2.85M | Sell |
9,675
-7,372
| -43% | -$2.17M | 0.38% | 41 |
|
|
2020
Q4 | $4.66M | Buy |
17,047
+7,439
| +77% | +$2.03M | 0.65% | 33 |
|
|
2020
Q3 | $2.52M | Buy |
9,608
+514
| +6% | +$135K | 0.4% | 42 |
|
|
2020
Q2 | $2.07M | Sell |
9,094
-238
| -3% | -$54K | 0.35% | 45 |
|
|
2020
Q1 | $1.56M | Buy |
9,332
+161
| +2% | +$26.9K | 0.33% | 48 |
|
|
2019
Q4 | $1.88M | Buy |
9,171
+75
| +0.8% | +$15.4K | 0.34% | 53 |
|
|
2019
Q3 | $1.62M | Sell |
9,096
-170
| -2% | -$30.3K | 0.31% | 56 |
|
|
2019
Q2 | $1.79M | Sell |
9,266
-308
| -3% | -$59.5K | 0.33% | 51 |
|
|
2019
Q1 | $1.6M | Sell |
9,574
-25,296
| -73% | -$4.22M | 0.31% | 53 |
|
|
2018
Q4 | $4.57M | Sell |
34,870
-1,463
| -4% | -$192K | 1.05% | 26 |
|
|
2018
Q3 | $5.97M | Sell |
36,333
-724
| -2% | -$119K | 1.27% | 21 |
|
|
2018
Q2 | $7.21M | Sell |
37,057
-1,135
| -3% | -$221K | 1.63% | 16 |
|
|
2018
Q1 | $6.11M | Sell |
38,192
-2,330
| -6% | -$373K | 1.45% | 19 |
|
|
2017
Q4 | $7.14M | Sell |
40,522
-2,922
| -7% | -$515K | 1.77% | 14 |
|
|
2017
Q3 | $7.43M | Sell |
43,444
-3,465
| -7% | -$593K | 2.09% | 9 |
|
|
2017
Q2 | $7.09M | Sell |
46,909
-2,276
| -5% | -$344K | 2.25% | 5 |
|
|
2017
Q1 | $6.99M | Sell |
49,185
-2,966
| -6% | -$421K | 2.81% | 4 |
|
|
2016
Q4 | $6M | Sell |
52,151
-1,842
| -3% | -$212K | 2.89% | 12 |
|
|
2016
Q3 | $6.93M | Buy |
53,993
+55
| +0.1% | +$7.06K | 3.49% | 4 |
|
|
2016
Q2 | $6.21M | Sell |
53,938
-128
| -0.2% | -$14.7K | 3.23% | 11 |
|
|
2016
Q1 | $6.17M | Sell |
54,066
-2,325
| -4% | -$265K | 3.54% | 11 |
|
|
2015
Q4 | $5.93K | Buy |
56,391
+1,711
| +3% | +$180 | 2.75% | 12 |
|
|
2015
Q3 | $4.92M | Buy |
54,680
+45,561
| +500% | +$4.1M | 3.1% | 17 |
|
|
2015
Q2 | $782K | Sell |
9,119
-565
| -6% | -$48.5K | 0.47% | 34 |
|
|
2015
Q1 | $796K | Buy |
9,684
+2,934
| +43% | +$241K | 0.48% | 35 |
|
|
2014
Q4 | $527K | Buy |
+6,750
| New | +$527K | 0.34% | 39 |
|