Surevest’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.79M | Buy |
27,939
+1,612
| +6% | +$219K | 1.03% | 30 |
|
|
2022
Q2 | $4.25M | Sell |
26,327
-761
| -3% | -$123K | 1.11% | 23 |
|
|
2022
Q1 | $6.02M | Buy |
27,088
+4,907
| +22% | +$1.09M | 1.45% | 13 |
|
|
2021
Q4 | $7.46M | Sell |
22,181
-667
| -3% | -$224K | 1.77% | 11 |
|
|
2021
Q3 | $7.75M | Buy |
22,848
+393
| +2% | +$133K | 1.96% | 8 |
|
|
2021
Q2 | $7.81M | Buy |
22,455
+2,412
| +12% | +$839K | 2.04% | 7 |
|
|
2021
Q1 | $5.9M | Sell |
20,043
-1,160
| -5% | -$342K | 1.78% | 7 |
|
|
2020
Q4 | $5.79M | Buy |
21,203
+529
| +3% | +$145K | 1.93% | 8 |
|
|
2020
Q3 | $5.42M | Sell |
20,674
-2,600
| -11% | -$681K | 2.13% | 5 |
|
|
2020
Q2 | $5.29M | Buy |
23,274
+2,835
| +14% | +$644K | 2.34% | 4 |
|
|
2020
Q1 | $3.41M | Buy |
20,439
+18,343
| +875% | +$3.06M | 1.86% | 4 |
|
|
2019
Q4 | $430K | Buy |
+2,096
| New | +$430K | 0.18% | 111 |
|
|
2019
Q3 | – | Sell |
-1,167
| Closed | -$225K | – | 132 |
|
|
2019
Q2 | $225K | Sell |
1,167
-357
| -23% | -$68.8K | 0.12% | 127 |
|
|
2019
Q1 | $254K | Buy |
+1,524
| New | +$254K | 0.16% | 111 |
|