SW
SVB Wealth’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Sell |
32,961
-20,568
| -38% | -$15.2M | 1.3% | 16 |
|
|
2025
Q1 | $30.9M | Sell |
53,529
-886
| -2% | -$511K | 1.27% | 11 |
|
|
2024
Q4 | $31.9M | Buy |
+54,415
| New | +$31.9M | 0.6% | 20 |
|
|
2024
Q3 | – | Sell |
-53,803
| Closed | -$27.1M | – | 370 |
|
|
2024
Q2 | $27.1M | Sell |
53,803
-787
| -1% | -$397K | 0.67% | 25 |
|
|
2024
Q1 | $26.5M | Sell |
54,590
-14,233
| -21% | -$6.91M | 0.59% | 35 |
|
|
2023
Q4 | $24.4M | Buy |
68,823
+17,295
| +34% | +$6.12M | 0.59% | 35 |
|
|
2023
Q3 | $15.5M | Sell |
51,528
-1,078
| -2% | -$324K | 0.34% | 67 |
|
|
2023
Q2 | $15.1M | Sell |
52,606
-12,403
| -19% | -$3.56M | 0.27% | 87 |
|
|
2023
Q1 | $13.8M | Sell |
65,009
-10,813
| -14% | -$2.29M | 0.19% | 102 |
|
|
2022
Q4 | $9.12M | Sell |
75,822
-9,619
| -11% | -$1.16M | 0.12% | 125 |
|
|
2022
Q3 | $11.6M | Buy |
85,441
+4,958
| +6% | +$673K | 0.17% | 107 |
|
|
2022
Q2 | $13M | Sell |
80,483
-3,003
| -4% | -$484K | 0.2% | 90 |
|
|
2022
Q1 | $18.6M | Sell |
83,486
-7,685
| -8% | -$1.71M | 0.25% | 78 |
|
|
2021
Q4 | $30.7M | Sell |
91,171
-4,329
| -5% | -$1.46M | 0.5% | 42 |
|
|
2021
Q3 | $32.4M | Buy |
95,500
+1,233
| +1% | +$418K | 0.42% | 42 |
|
|
2021
Q2 | $32.8M | Buy |
94,267
+2,351
| +3% | +$817K | 0.42% | 41 |
|
|
2021
Q1 | $27.1M | Sell |
91,916
-1,590
| -2% | -$468K | 0.38% | 48 |
|
|
2020
Q4 | $25.5M | Sell |
93,506
-11,759
| -11% | -$3.21M | 0.37% | 46 |
|
|
2020
Q3 | $27.6M | Buy |
105,265
+3,755
| +4% | +$983K | 0.45% | 35 |
|
|
2020
Q2 | $23.1M | Buy |
101,510
+2,951
| +3% | +$670K | 0.43% | 41 |
|
|
2020
Q1 | $16.4M | Sell |
98,559
-6,348
| -6% | -$1.06M | 0.4% | 45 |
|
|
2019
Q4 | $21.5M | Sell |
104,907
-23
| -0% | -$4.72K | 0.39% | 49 |
|
|
2019
Q3 | $18.7M | Sell |
104,930
-9,593
| -8% | -$1.71M | 0.37% | 55 |
|
|
2019
Q2 | $22.1M | Buy |
114,523
+10,936
| +11% | +$2.11M | 0.74% | 36 |
|
|
2019
Q1 | $17.3M | Sell |
103,587
-21,026
| -17% | -$3.5M | 0.68% | 47 |
|
|
2018
Q4 | $16.3M | Sell |
124,613
-9,029
| -7% | -$1.18M | 0.7% | 47 |
|
|
2018
Q3 | $22M | Buy |
133,642
+1,801
| +1% | +$296K | 0.78% | 39 |
|
|
2018
Q2 | $25.6M | Sell |
131,841
-15,708
| -11% | -$3.05M | 0.98% | 30 |
|
|
2018
Q1 | $23.6M | Sell |
147,549
-53,650
| -27% | -$8.57M | 0.9% | 31 |
|
|
2017
Q4 | $35.5M | Sell |
201,199
-29,193
| -13% | -$5.15M | 1.34% | 11 |
|
|
2017
Q3 | $39.4M | Buy |
230,392
+28,169
| +14% | +$4.81M | 1.51% | 8 |
|
|
2017
Q2 | $30.5M | Buy |
202,223
+12,107
| +6% | +$1.83M | 1.2% | 17 |
|
|
2017
Q1 | $27M | Buy |
190,116
+99
| +0.1% | +$14.1K | 1.08% | 22 |
|
|
2016
Q4 | $21.9M | Buy |
190,017
+267
| +0.1% | +$30.7K | 0.9% | 32 |
|
|
2016
Q3 | $24.3M | Buy |
189,750
+9,157
| +5% | +$1.17M | 0.99% | 24 |
|
|
2016
Q2 | $20.6M | Sell |
180,593
-4,111
| -2% | -$470K | 0.84% | 38 |
|
|
2016
Q1 | $21.1M | Buy |
184,704
+13,036
| +8% | +$1.49M | 0.86% | 33 |
|
|
2015
Q4 | $18M | Buy |
171,668
+42,650
| +33% | +$4.46M | 0.71% | 45 |
|
|
2015
Q3 | $11.6M | Buy |
129,018
+33,994
| +36% | +$3.06M | 0.45% | 69 |
|
|
2015
Q2 | $8.15M | Buy |
95,024
+9,889
| +12% | +$848K | 0.27% | 98 |
|
|
2015
Q1 | $7M | Buy |
85,135
+2,477
| +3% | +$204K | 0.23% | 114 |
|
|
2014
Q4 | $6.45M | Buy |
+82,658
| New | +$6.45M | 0.21% | 119 |
|