SFWA
Summit Financial Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-288
| Closed | -$201K | – | 155 |
|
|
2024
Q4 | $201K | Buy |
+288
| New | +$201K | 0.04% | 148 |
|
|
2024
Q1 | – | Sell |
-1,762
| Closed | -$624K | – | 139 |
|
|
2023
Q4 | $624K | Buy |
+1,762
| New | +$624K | 0.14% | 69 |
|
|
2021
Q1 | – | Sell |
-803
| Closed | -$210K | – | 115 |
|
|
2020
Q4 | $210K | Sell |
803
-870
| -52% | -$228K | 0.06% | 94 |
|
|
2020
Q3 | $437K | Sell |
1,673
-43
| -3% | -$11.2K | 0.12% | 77 |
|
|
2020
Q2 | $418K | Sell |
1,716
-29
| -2% | -$7.06K | 0.11% | 83 |
|
|
2020
Q1 | $289K | Buy |
1,745
+14
| +0.8% | +$2.32K | 0.09% | 93 |
|
|
2019
Q4 | $372K | Sell |
1,731
-27
| -2% | -$5.8K | 0.09% | 105 |
|
|
2019
Q3 | $324K | Sell |
1,758
-488
| -22% | -$89.9K | 0.08% | 115 |
|
|
2019
Q2 | $433K | Buy |
2,246
+83
| +4% | +$16K | 0.11% | 104 |
|
|
2019
Q1 | $375K | Buy |
2,163
+95
| +5% | +$16.5K | 0.1% | 94 |
|
|
2018
Q4 | $271K | Hold |
2,068
| – | – | 0.09% | 103 |
|
|
2018
Q3 | $317K | Sell |
2,068
-372
| -15% | -$57K | 0.09% | 103 |
|
|
2018
Q2 | $390K | Hold |
2,440
| – | – | 0.13% | 94 |
|
|
2018
Q1 | $390K | Buy |
2,440
+229
| +10% | +$36.6K | 0.13% | 96 |
|
|
2017
Q4 | $390K | Buy |
2,211
+15
| +0.7% | +$2.65K | 0.13% | 93 |
|
|
2017
Q3 | $375K | Sell |
2,196
-150
| -6% | -$25.6K | 0.14% | 96 |
|
|
2017
Q2 | $354K | Buy |
2,346
+43
| +2% | +$6.49K | 0.14% | 104 |
|
|
2017
Q1 | $327K | Buy |
2,303
+299
| +15% | +$42.5K | 0.14% | 110 |
|
|
2016
Q4 | $231K | Sell |
2,004
-275
| -12% | -$31.7K | 0.1% | 126 |
|
|
2016
Q3 | $292K | Buy |
2,279
+276
| +14% | +$35.4K | 0.13% | 114 |
|
|
2016
Q2 | $229K | Buy |
+2,003
| New | +$229K | 0.1% | 127 |
|
|
2015
Q4 | – | Sell |
-55
| Closed | -$4K | – | 179 |
|
|
2015
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 208 |
|
|
2015
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 253 |
|
|
2015
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 219 |
|
|
2014
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 223 |
|