SWA
SOA 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 | $2.64M | Buy |
3,573
+59
| +2% | +$43.6K | 0.5% | 42 |
|
|
2025
Q1 | $2.03M | Buy |
3,514
+117
| +3% | +$67.4K | 0.42% | 47 |
|
|
2024
Q4 | $1.99M | Buy |
3,397
+178
| +6% | +$104K | 0.37% | 52 |
|
|
2024
Q3 | $1.84M | Buy |
3,219
+269
| +9% | +$154K | 0.35% | 54 |
|
|
2024
Q2 | $1.49M | Buy |
2,950
+399
| +16% | +$201K | 0.3% | 57 |
|
|
2024
Q1 | $1.24M | Buy |
2,551
+40
| +2% | +$19.4K | 0.26% | 62 |
|
|
2023
Q4 | $889K | Sell |
2,511
-102
| -4% | -$36.1K | 0.2% | 68 |
|
|
2023
Q3 | $784K | Sell |
2,613
-62
| -2% | -$18.6K | 0.2% | 68 |
|
|
2023
Q2 | $768K | Sell |
2,675
-49
| -2% | -$14.1K | 0.18% | 67 |
|
|
2023
Q1 | $577K | Buy |
2,724
+232
| +9% | +$49.2K | 0.14% | 81 |
|
|
2022
Q4 | $300K | Sell |
2,492
-922
| -27% | -$111K | 0.08% | 119 |
|
|
2022
Q3 | $463K | Buy |
3,414
+99
| +3% | +$13.4K | 0.14% | 83 |
|
|
2022
Q2 | $534K | Sell |
3,315
-550
| -14% | -$88.6K | 0.16% | 77 |
|
|
2022
Q1 | $859K | Buy |
3,865
+532
| +16% | +$118K | 0.21% | 71 |
|
|
2021
Q4 | $1.15M | Sell |
3,333
-385
| -10% | -$132K | 0.28% | 64 |
|
|
2021
Q3 | $1.26M | Sell |
3,718
-24
| -0.6% | -$8.14K | 0.32% | 62 |
|
|
2021
Q2 | $1.3M | Buy |
3,742
+903
| +32% | +$314K | 0.33% | 60 |
|
|
2021
Q1 | $836K | Sell |
2,839
-1
| -0% | -$294 | 0.23% | 71 |
|
|
2020
Q4 | $772K | Buy |
+2,840
| New | +$772K | 0.21% | 70 |
|