SWM
Selective 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 | $11.7M | Sell |
15,925
-352
| -2% | -$258K | 4.26% | 3 |
|
|
2025
Q1 | $8.85M | Sell |
16,277
-581
| -3% | -$316K | 3.85% | 4 |
|
|
2024
Q4 | $10M | Sell |
16,858
-1,598
| -9% | -$950K | 4.07% | 4 |
|
|
2024
Q3 | $10.9M | Sell |
18,456
-1,318
| -7% | -$781K | 4.55% | 3 |
|
|
2024
Q2 | $10.5M | Sell |
19,774
-1,446
| -7% | -$766K | 4.62% | 4 |
|
|
2024
Q1 | $11M | Sell |
21,220
-628
| -3% | -$326K | 4.79% | 4 |
|
|
2023
Q4 | $7.58M | Sell |
21,848
-1,854
| -8% | -$644K | 3.82% | 5 |
|
|
2023
Q3 | $7.24M | Sell |
23,702
-3,048
| -11% | -$931K | 3.98% | 5 |
|
|
2023
Q2 | $7.87M | Buy |
+26,750
| New | +$7.87M | 3.92% | 3 |
|
|
2022
Q4 | $4.17M | Sell |
29,885
-7,013
| -19% | -$977K | 2.2% | 12 |
|
|
2022
Q3 | $5.01M | Sell |
36,898
-5,123
| -12% | -$695K | 2.15% | 13 |
|
|
2022
Q2 | $6.78M | Sell |
42,021
-676
| -2% | -$109K | 2.41% | 11 |
|
|
2022
Q1 | $9.49M | Buy |
42,697
+10,185
| +31% | +$2.26M | 3.44% | 9 |
|
|
2021
Q4 | $10.9M | Buy |
32,512
+6,496
| +25% | +$2.18M | 4.46% | 4 |
|
|
2021
Q3 | $8.83M | Buy |
26,016
+25,247
| +3,283% | +$8.57M | 4.68% | 4 |
|
|
2021
Q2 | $267K | Buy |
769
+481
| +167% | +$167K | 0.21% | 54 |
|
|
2021
Q1 | $85K | Sell |
288
-27,178
| -99% | -$8.02M | 0.08% | 91 |
|
|
2020
Q4 | $7.5M | Hold |
27,466
| – | – | 4.84% | 7 |
|
|
2020
Q3 | $7.19M | Sell |
27,466
-138
| -0.5% | -$36.1K | 5.64% | 5 |
|
|
2020
Q2 | $6.27M | Sell |
27,604
-1,960
| -7% | -$445K | 5.19% | 6 |
|
|
2020
Q1 | $4.93M | Buy |
29,564
+4,260
| +17% | +$711K | 7.72% | 5 |
|
|
2019
Q4 | $5.19M | Hold |
25,304
| – | – | 6.28% | 7 |
|
|
2019
Q3 | $4.51M | Sell |
25,304
-1,651
| -6% | -$294K | 6.2% | 6 |
|
|
2019
Q2 | $5.2M | Buy |
26,955
+266
| +1% | +$51.3K | 8.42% | 4 |
|
|
2019
Q1 | $4.45M | Buy |
+26,689
| New | +$4.45M | 5.37% | 7 |
|
|
2018
Q3 | $24K | Buy |
+148
| New | +$24K | 0.29% | 49 |
|