SDWMA
Schneider Downs Wealth Management Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Sell |
1,136
-161
| -12% | -$119K | 0.13% | 72 |
|
|
2025
Q1 | $748K | Buy |
1,297
+13
| +1% | +$7.49K | 0.14% | 64 |
|
|
2024
Q4 | $752K | Hold |
1,284
| – | – | 0.14% | 64 |
|
|
2024
Q3 | $735K | Buy |
1,284
+850
| +196% | +$487K | 0.15% | 63 |
|
|
2024
Q2 | $219K | Sell |
434
-96
| -18% | -$48.4K | 0.05% | 121 |
|
|
2024
Q1 | $257K | Buy |
+530
| New | +$257K | 0.06% | 114 |
|
|
2022
Q4 | – | Sell |
-2,153
| Closed | -$292K | – | 139 |
|
|
2022
Q3 | $292K | Sell |
2,153
-4
| -0.2% | -$542 | 0.09% | 93 |
|
|
2022
Q2 | $348K | Sell |
2,157
-552
| -20% | -$89.1K | 0.1% | 86 |
|
|
2022
Q1 | $602K | Buy |
2,709
+477
| +21% | +$106K | 0.15% | 68 |
|
|
2021
Q4 | $751K | Sell |
2,232
-75
| -3% | -$25.2K | 0.18% | 65 |
|
|
2021
Q3 | $783K | Buy |
2,307
+99
| +4% | +$33.6K | 0.2% | 59 |
|
|
2021
Q2 | $768K | Buy |
2,208
+116
| +6% | +$40.3K | 0.2% | 51 |
|
|
2021
Q1 | $616K | Buy |
+2,092
| New | +$616K | 0.15% | 57 |
|