SW
SkyOak Wealth’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
12,824
-413
| -3% | -$305K | 1.9% | 12 |
|
|
2025
Q1 | $7.63M | Sell |
13,237
-1,243
| -9% | -$716K | 1.67% | 13 |
|
|
2024
Q4 | $8.48M | Sell |
14,480
-385
| -3% | -$225K | 1.81% | 12 |
|
|
2024
Q3 | $8.51M | Sell |
14,865
-1,232
| -8% | -$705K | 1.88% | 11 |
|
|
2024
Q2 | $8.12M | Sell |
16,097
-491
| -3% | -$248K | 1.89% | 12 |
|
|
2024
Q1 | $8.05M | Sell |
16,588
-528
| -3% | -$256K | 1.93% | 10 |
|
|
2023
Q4 | $6.06M | Sell |
17,116
-733
| -4% | -$259K | 1.58% | 16 |
|
|
2023
Q3 | $5.36M | Sell |
17,849
-786
| -4% | -$236K | 1.57% | 16 |
|
|
2023
Q2 | $5.35M | Buy |
18,635
+152
| +0.8% | +$43.6K | 1.51% | 16 |
|
|
2023
Q1 | $3.92M | Sell |
18,483
-100
| -0.5% | -$21.2K | 1.2% | 23 |
|
|
2022
Q4 | $2.24M | Sell |
18,583
-1,566
| -8% | -$188K | 0.75% | 35 |
|
|
2022
Q3 | $2.73M | Buy |
20,149
+931
| +5% | +$126K | 0.98% | 31 |
|
|
2022
Q2 | $3.1M | Buy |
19,218
+797
| +4% | +$129K | 1.06% | 28 |
|
|
2022
Q1 | $4.1M | Buy |
18,421
+162
| +0.9% | +$36K | 1.14% | 25 |
|
|
2021
Q4 | $6.14M | Sell |
18,259
-21
| -0.1% | -$7.06K | 1.56% | 16 |
|
|
2021
Q3 | $6.2M | Sell |
18,280
-281
| -2% | -$95.4K | 1.67% | 13 |
|
|
2021
Q2 | $6.45M | Sell |
18,561
-128
| -0.7% | -$44.5K | 1.73% | 13 |
|
|
2021
Q1 | $5.74M | Sell |
18,689
-760
| -4% | -$233K | 1.6% | 15 |
|
|
2020
Q4 | $5.31M | Buy |
19,449
+195
| +1% | +$53.3K | 1.65% | 11 |
|
|
2020
Q3 | $5.04M | Sell |
19,254
-3,567
| -16% | -$934K | 1.81% | 10 |
|
|
2020
Q2 | $5.18M | Buy |
22,821
+8,798
| +63% | +$2M | 1.91% | 9 |
|
|
2020
Q1 | $2.34M | Sell |
14,023
-4,488
| -24% | -$749K | 1.2% | 19 |
|
|
2019
Q4 | $3.8M | Buy |
+18,511
| New | +$3.8M | 1.18% | 17 |
|