SWA
SFMG 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 | $7.75M | Sell |
10,495
-111
| -1% | -$81.9K | 0.58% | 25 |
|
|
2025
Q1 | $6.11M | Sell |
10,606
-255
| -2% | -$147K | 0.48% | 29 |
|
|
2024
Q4 | $6.36M | Sell |
10,861
-159
| -1% | -$93.1K | 0.5% | 29 |
|
|
2024
Q3 | $6.31M | Sell |
11,020
-163
| -1% | -$93.3K | 0.51% | 25 |
|
|
2024
Q2 | $5.64M | Buy |
11,183
+33
| +0.3% | +$16.6K | 0.49% | 28 |
|
|
2024
Q1 | $5.41M | Buy |
11,150
+337
| +3% | +$164K | 0.47% | 30 |
|
|
2023
Q4 | $3.83M | Buy |
10,813
+67
| +0.6% | +$23.7K | 0.35% | 38 |
|
|
2023
Q3 | $3.23M | Sell |
10,746
-442
| -4% | -$133K | 0.33% | 42 |
|
|
2023
Q2 | $3.21M | Sell |
11,188
-45
| -0.4% | -$12.9K | 0.33% | 41 |
|
|
2023
Q1 | $2.38M | Buy |
11,233
+337
| +3% | +$71.4K | 0.26% | 55 |
|
|
2022
Q4 | $1.31M | Buy |
10,896
+1,952
| +22% | +$235K | 0.15% | 79 |
|
|
2022
Q3 | $1.14M | Sell |
8,944
-1,239
| -12% | -$158K | 0.13% | 81 |
|
|
2022
Q2 | $1.64M | Buy |
10,183
+613
| +6% | +$98.8K | 0.19% | 66 |
|
|
2022
Q1 | $2.13M | Buy |
9,570
+1,063
| +12% | +$236K | 0.21% | 62 |
|
|
2021
Q4 | $2.86M | Sell |
8,507
-2,447
| -22% | -$823K | 0.28% | 48 |
|
|
2021
Q3 | $3.72M | Sell |
10,954
-344
| -3% | -$117K | 0.41% | 34 |
|
|
2021
Q2 | $3.93M | Buy |
11,298
+25
| +0.2% | +$8.69K | 0.44% | 29 |
|
|
2021
Q1 | $3.32M | Sell |
11,273
-1,190
| -10% | -$350K | 0.38% | 34 |
|
|
2020
Q4 | $3.4M | Buy |
12,463
+299
| +2% | +$81.7K | 0.43% | 31 |
|
|
2020
Q3 | $3.19M | Sell |
12,164
-527
| -4% | -$138K | 0.44% | 28 |
|
|
2020
Q2 | $2.88M | Sell |
12,691
-1,440
| -10% | -$327K | 0.41% | 28 |
|
|
2020
Q1 | $2.36M | Sell |
14,131
-1,445
| -9% | -$241K | 0.35% | 23 |
|
|
2019
Q4 | $3.2M | Buy |
15,576
+146
| +0.9% | +$30K | 0.39% | 24 |
|
|
2019
Q3 | $2.75M | Hold |
15,430
| – | – | 0.37% | 23 |
|
|
2019
Q2 | $3.08M | Buy |
15,430
+57
| +0.4% | +$11.4K | 0.42% | 20 |
|
|
2019
Q1 | $2.56M | Sell |
15,373
-203
| -1% | -$33.8K | 0.37% | 29 |
|
|
2018
Q4 | $2.04M | Buy |
15,576
+553
| +4% | +$72.5K | 0.33% | 28 |
|
|
2018
Q3 | $2.26M | Buy |
15,023
+814
| +6% | +$122K | 0.35% | 25 |
|
|
2018
Q2 | $2.76M | Sell |
14,209
-20
| -0.1% | -$3.89K | 0.45% | 20 |
|
|
2018
Q1 | $2.27M | Sell |
14,229
-37
| -0.3% | -$5.91K | 0.39% | 20 |
|
|
2017
Q4 | $2.52M | Buy |
14,266
+39
| +0.3% | +$6.88K | 0.42% | 23 |
|
|
2017
Q3 | $2.43M | Buy |
14,227
+75
| +0.5% | +$12.8K | 0.48% | 22 |
|
|
2017
Q2 | $2.14M | Buy |
14,152
+465
| +3% | +$70.2K | 0.44% | 23 |
|
|
2017
Q1 | $1.94M | Sell |
13,687
-22
| -0.2% | -$3.13K | 0.39% | 25 |
|
|
2016
Q4 | $1.58M | Sell |
13,709
-355
| -3% | -$40.8K | 0.34% | 31 |
|
|
2016
Q3 | $1.8M | Sell |
14,064
-1,420
| -9% | -$182K | 0.4% | 32 |
|
|
2016
Q2 | $1.77M | Buy |
15,484
+230
| +2% | +$26.3K | 0.4% | 31 |
|
|
2016
Q1 | $1.74M | Buy |
15,254
+1,075
| +8% | +$123K | 0.38% | 33 |
|
|
2015
Q4 | $1.48M | Buy |
14,179
+70
| +0.5% | +$7.33K | 0.34% | 38 |
|
|
2015
Q3 | $1.27M | Buy |
14,109
+359
| +3% | +$32.3K | 0.31% | 41 |
|
|
2015
Q2 | $1.18M | Sell |
13,750
-32,793
| -70% | -$2.81M | 0.26% | 44 |
|
|
2015
Q1 | $3.83M | Buy |
46,543
+32,774
| +238% | +$2.69M | 0.31% | 32 |
|
|
2014
Q4 | $1.07M | Sell |
13,769
-844
| -6% | -$65.8K | 0.24% | 55 |
|
|
2014
Q3 | $1.16M | Buy |
14,613
+5,026
| +52% | +$397K | 0.36% | 28 |
|
|
2014
Q2 | $645K | Sell |
9,587
-600
| -6% | -$40.4K | 0.22% | 33 |
|
|
2014
Q1 | $614K | Hold |
10,187
| – | – | 0.21% | 33 |
|
|
2013
Q4 | $557K | Buy |
10,187
+436
| +4% | +$23.8K | 0.19% | 39 |
|
|
2013
Q3 | $490K | Sell |
9,751
-10
| -0.1% | -$503 | 0.2% | 35 |
|
|
2013
Q2 | $243K | Buy |
+9,761
| New | +$243K | 0.1% | 58 |
|