SWA
Sax Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
5,232
+226
| +5% | +$167K | 0.23% | 64 |
|
|
2025
Q1 | $2.89M | Buy |
5,006
+294
| +6% | +$169K | 0.21% | 71 |
|
|
2024
Q4 | $2.76M | Buy |
4,712
+519
| +12% | +$304K | 0.22% | 60 |
|
|
2024
Q3 | $2.4M | Buy |
4,193
+663
| +19% | +$380K | 0.21% | 55 |
|
|
2024
Q2 | $1.78M | Buy |
3,530
+456
| +15% | +$230K | 0.17% | 63 |
|
|
2024
Q1 | $1.49M | Sell |
3,074
-96
| -3% | -$46.6K | 0.17% | 56 |
|
|
2023
Q4 | $1.12M | Buy |
3,170
+447
| +16% | +$158K | 0.18% | 67 |
|
|
2023
Q3 | $817K | Buy |
2,723
+16
| +0.6% | +$4.8K | 0.16% | 79 |
|
|
2023
Q2 | $777K | Sell |
2,707
-207
| -7% | -$59.4K | 0.15% | 78 |
|
|
2023
Q1 | $618K | Hold |
2,914
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $351K | Buy |
2,914
+12
| +0.4% | +$1.44K | 0.08% | 125 |
|
|
2022
Q3 | $394K | Sell |
2,902
-33
| -1% | -$4.48K | 0.1% | 115 |
|
|
2022
Q2 | $473K | Sell |
2,935
-127
| -4% | -$20.5K | 0.12% | 109 |
|
|
2022
Q1 | $681K | Sell |
3,062
-202
| -6% | -$44.9K | 0.16% | 79 |
|
|
2021
Q4 | $1.1M | Buy |
3,264
+1,489
| +84% | +$501K | 0.23% | 66 |
|
|
2021
Q3 | $602K | Hold |
1,775
| – | – | 0.14% | 95 |
|
|
2021
Q2 | $617K | Buy |
1,775
+50
| +3% | +$17.4K | 0.21% | 87 |
|
|
2021
Q1 | $508K | Buy |
1,725
+160
| +10% | +$47.1K | 0.19% | 90 |
|
|
2020
Q4 | $427K | Buy |
+1,565
| New | +$427K | 0.2% | 81 |
|