RSWM
Robertson Stephens 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 | $5.23M | Sell |
7,086
-384
| -5% | -$283K | 0.17% | 99 |
|
|
2025
Q1 | $4.31M | Sell |
7,470
-244
| -3% | -$141K | 0.15% | 114 |
|
|
2024
Q4 | $4.52M | Buy |
7,714
+583
| +8% | +$341K | 0.16% | 115 |
|
|
2024
Q3 | $4.08M | Buy |
7,131
+18
| +0.3% | +$10.3K | 0.15% | 129 |
|
|
2024
Q2 | $3.59M | Buy |
7,113
+1,827
| +35% | +$921K | 0.18% | 103 |
|
|
2024
Q1 | $2.57M | Buy |
5,286
+547
| +12% | +$266K | 0.14% | 128 |
|
|
2023
Q4 | $1.68M | Buy |
4,739
+839
| +22% | +$297K | 0.1% | 158 |
|
|
2023
Q3 | $1.17M | Buy |
3,900
+290
| +8% | +$87.1K | 0.08% | 193 |
|
|
2023
Q2 | $1.04M | Sell |
3,610
-131
| -4% | -$37.6K | 0.07% | 185 |
|
|
2023
Q1 | $793K | Sell |
3,741
-588
| -14% | -$125K | 0.06% | 225 |
|
|
2022
Q4 | $521K | Sell |
4,329
-1,121
| -21% | -$135K | 0.05% | 257 |
|
|
2022
Q3 | $739K | Sell |
5,450
-1,599
| -23% | -$217K | 0.08% | 181 |
|
|
2022
Q2 | $1.14M | Sell |
7,049
-2,828
| -29% | -$456K | 0.11% | 146 |
|
|
2022
Q1 | $2.2M | Buy |
9,877
+2,294
| +30% | +$510K | 0.18% | 104 |
|
|
2021
Q4 | $2.55M | Sell |
7,583
-851
| -10% | -$286K | 0.21% | 93 |
|
|
2021
Q3 | $2.86M | Sell |
8,434
-889
| -10% | -$302K | 0.32% | 58 |
|
|
2021
Q2 | $3.24M | Sell |
9,323
-109
| -1% | -$37.9K | 0.39% | 48 |
|
|
2021
Q1 | $2.78M | Buy |
9,432
+780
| +9% | +$230K | 0.44% | 45 |
|
|
2020
Q4 | $2.36M | Sell |
8,652
-2,912
| -25% | -$795K | 0.49% | 47 |
|
|
2020
Q3 | $3.03M | Buy |
11,564
+2,504
| +28% | +$656K | 0.74% | 28 |
|
|
2020
Q2 | $2.06M | Buy |
9,060
+583
| +7% | +$132K | 0.59% | 40 |
|
|
2020
Q1 | $1.41M | Buy |
8,477
+3,959
| +88% | +$660K | 0.48% | 49 |
|
|
2019
Q4 | $927K | Sell |
4,518
-1,000
| -18% | -$205K | 0.47% | 43 |
|
|
2019
Q3 | $983K | Buy |
+5,518
| New | +$983K | 0.5% | 45 |
|