SVWAG
Sound View Wealth Advisors Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
12,699
+1,895
| +18% | +$1.4M | 0.69% | 38 |
|
|
2025
Q1 | $6.23M | Buy |
10,804
+490
| +5% | +$282K | 0.51% | 53 |
|
|
2024
Q4 | $6.04M | Buy |
10,314
+79
| +0.8% | +$46.3K | 0.49% | 51 |
|
|
2024
Q3 | $5.86M | Buy |
10,235
+2,255
| +28% | +$1.29M | 0.48% | 53 |
|
|
2024
Q2 | $4.02M | Buy |
7,980
+334
| +4% | +$168K | 0.41% | 59 |
|
|
2024
Q1 | $3.71M | Sell |
7,646
-958
| -11% | -$465K | 0.4% | 59 |
|
|
2023
Q4 | $3.05M | Buy |
8,604
+556
| +7% | +$197K | 0.34% | 74 |
|
|
2023
Q3 | $2.42M | Buy |
8,048
+3,143
| +64% | +$944K | 0.3% | 84 |
|
|
2023
Q2 | $1.41M | Buy |
4,905
+9
| +0.2% | +$2.58K | 0.18% | 114 |
|
|
2023
Q1 | $1.04M | Sell |
4,896
-3,708
| -43% | -$786K | 0.14% | 138 |
|
|
2022
Q4 | $3.05M | Buy |
8,604
+3,871
| +82% | +$1.37M | 0.34% | 74 |
|
|
2022
Q3 | $642K | Sell |
4,733
-327
| -6% | -$44.4K | 0.14% | 138 |
|
|
2022
Q2 | $816K | Sell |
5,060
-153
| -3% | -$24.7K | 0.17% | 120 |
|
|
2022
Q1 | $1.16M | Sell |
5,213
-282
| -5% | -$62.7K | 0.22% | 108 |
|
|
2021
Q4 | $1.85M | Buy |
5,495
+43
| +0.8% | +$14.5K | 0.35% | 70 |
|
|
2021
Q3 | $1.85M | Buy |
5,452
+187
| +4% | +$63.5K | 0.39% | 64 |
|
|
2021
Q2 | $1.83M | Buy |
5,265
+22
| +0.4% | +$7.65K | 0.38% | 67 |
|
|
2021
Q1 | $1.54M | Sell |
5,243
-2
| -0% | -$589 | 0.36% | 78 |
|
|
2020
Q4 | $1.43M | Buy |
5,245
+15
| +0.3% | +$4.1K | 0.35% | 83 |
|
|
2020
Q3 | $1.37M | Sell |
5,230
-300
| -5% | -$78.6K | 0.36% | 77 |
|
|
2020
Q2 | $1.26M | Sell |
5,530
-97
| -2% | -$22K | 0.35% | 81 |
|
|
2020
Q1 | $939K | Buy |
5,627
+51
| +0.9% | +$8.51K | 0.32% | 82 |
|
|
2019
Q4 | $1.14M | Buy |
5,576
+104
| +2% | +$21.3K | 0.32% | 86 |
|
|
2019
Q3 | $974K | Sell |
5,472
-75
| -1% | -$13.4K | 0.29% | 92 |
|
|
2019
Q2 | $1.07M | Buy |
+5,547
| New | +$1.07M | 0.32% | 89 |
|