Ropes Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Ropes Wealth Advisors’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$4.03M	Sell	13,422 -527	-4%	-$158K	0.78%	32
2023 Q2	$4M	Buy	13,949 +1,045	+8%	+$300K	0.66%	40
2023 Q1	$2.73M	Buy	12,904 +392	+3%	+$83.1K	0.49%	50
2022 Q4	$1.51M	Sell	12,512 -1,695	-12%	-$204K	0.27%	89
2022 Q3	$1.93M	Sell	14,207 -438	-3%	-$59.4K	0.41%	63
2022 Q2	$2.36M	Sell	14,645 -74	-0.5%	-$11.9K	0.49%	55
2022 Q1	$3.27M	Sell	14,719 -989	-6%	-$220K	0.56%	48
2021 Q4	$5.28M	Buy	15,708 +1,100	+8%	+$370K	0.93%	26
2021 Q3	$4.96M	Sell	14,608 -908	-6%	-$308K	0.79%	28
2021 Q2	$5.4M	Buy	15,516 +262	+2%	+$91.1K	0.85%	23
2021 Q1	$4.68M	Buy	15,254 +312	+2%	+$95.6K	0.82%	33
2020 Q4	$4.08M	Sell	14,942 -54	-0.4%	-$14.8K	0.63%	31
2020 Q3	$3.93M	Buy	14,996 +117	+0.8%	+$30.6K	0.76%	26
2020 Q2	$3.38M	Buy	14,879 +930	+7%	+$211K	0.69%	30
2020 Q1	$2.33M	Sell	13,949 -37	-0.3%	-$6.17K	0.59%	39
2019 Q4	$2.87M	Buy	13,986 +315	+2%	+$64.7K	0.62%	37
2019 Q3	$2.44M	Sell	13,671 -5	-0%	-$891	0.52%	43
2019 Q2	$2.64M	Buy	13,676 +213	+2%	+$41.1K	0.56%	42
2019 Q1	$2.24M	Buy	13,463 +428	+3%	+$71.3K	0.59%	47
2018 Q4	$1.71M	Sell	13,035 -1,150	-8%	-$151K	0.49%	52
2018 Q3	$2.33M	Sell	14,185 -55	-0.4%	-$9.05K	0.58%	47
2018 Q2	$2.77M	Sell	14,240 -148	-1%	-$28.8K	0.75%	34
2018 Q1	$2.3M	Sell	14,388 -122	-0.8%	-$19.5K	0.63%	41
2017 Q4	$2.56M	Sell	14,510 -957	-6%	-$169K	0.67%	37
2017 Q3	$2.64M	Buy	15,467 +827	+6%	+$141K	0.72%	36
2017 Q2	$2.21M	Sell	14,640 -2,806	-16%	-$424K	0.63%	44
2017 Q1	$2.48M	Buy	17,446 +16,411	+1,586%	+$2.33M	0.72%	37
2016 Q4	$119K	Buy	1,035 +625	+152%	+$71.9K	0.04%	242
2016 Q3	$53K	Buy	410 +180	+78%	+$23.3K	0.02%	272
2016 Q2	$26K	Buy	230 +62	+37%	+$7.01K	0.01%	312
2016 Q1	$19K	Buy	168 +33	+24%	+$3.73K	0.01%	286
2015 Q4	$14K	Buy	+135	New	+$14K	0.01%	324