SWS Partners’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
4,504
+38
| +0.9% | +$28.1K | 0.9% | 35 |
|
|
2025
Q1 | $2.57M | Buy |
4,466
+46
| +1% | +$26.5K | 0.84% | 41 |
|
|
2024
Q4 | $2.59M | Buy |
4,420
+245
| +6% | +$143K | 0.78% | 46 |
|
|
2024
Q3 | $2.39M | Sell |
4,175
-461
| -10% | -$264K | 0.76% | 50 |
|
|
2024
Q2 | $2.34M | Sell |
4,636
-1,214
| -21% | -$612K | 0.7% | 55 |
|
|
2024
Q1 | $2.84M | Sell |
5,850
-1,206
| -17% | -$586K | 0.85% | 42 |
|
|
2023
Q4 | $2.5M | Sell |
7,056
-1,590
| -18% | -$563K | 0.81% | 50 |
|
|
2023
Q3 | $2.6M | Buy |
8,646
+50
| +0.6% | +$15K | 0.96% | 38 |
|
|
2023
Q2 | $2.46M | Sell |
8,596
-1,156
| -12% | -$331K | 0.89% | 43 |
|
|
2023
Q1 | $2.07M | Sell |
9,752
-1,752
| -15% | -$371K | 0.77% | 57 |
|
|
2022
Q4 | $1.38M | Buy |
11,504
+4,321
| +60% | +$520K | 0.66% | 61 |
|
|
2022
Q3 | $975K | Sell |
7,183
-2,844
| -28% | -$386K | 0.45% | 79 |
|
|
2022
Q2 | $1.62M | Sell |
10,027
-3,070
| -23% | -$495K | 1.36% | 40 |
|
|
2022
Q1 | $2.92M | Sell |
13,097
-225
| -2% | -$50.1K | 1.91% | 13 |
|
|
2021
Q4 | $4.48M | Sell |
13,322
-998
| -7% | -$336K | 2.55% | 6 |
|
|
2021
Q3 | $4.86M | Sell |
14,320
-1,536
| -10% | -$521K | 3.01% | 4 |
|
|
2021
Q2 | $5.51M | Buy |
15,856
+186
| +1% | +$64.7K | 3.59% | 2 |
|
|
2021
Q1 | $4.62M | Buy |
15,670
+1,474
| +10% | +$434K | 3.18% | 2 |
|
|
2020
Q4 | $3.88M | Buy |
14,196
+5,991
| +73% | +$1.64M | 1.73% | 9 |
|
|
2020
Q3 | $2.15M | Buy |
8,205
+936
| +13% | +$245K | 1.08% | 26 |
|
|
2020
Q2 | $1.84M | Buy |
7,269
+820
| +13% | +$208K | 2.35% | 7 |
|
|
2020
Q1 | $1.08M | Buy |
+6,449
| New | +$1.08M | 0.77% | 46 |
|
|
2019
Q3 | $1.07M | Sell |
5,493
-812
| -13% | -$158K | 0.63% | 51 |
|
|
2019
Q2 | $1.27M | Buy |
+6,305
| New | +$1.27M | 0.8% | 44 |
|
|
2018
Q4 | $693K | Buy |
5,283
+1,193
| +29% | +$156K | 0.53% | 58 |
|
|
2018
Q3 | $673K | Buy |
4,090
+466
| +13% | +$76.7K | 0.43% | 58 |
|
|
2018
Q2 | $704K | Buy |
3,624
+3,125
| +626% | +$607K | 0.49% | 58 |
|
|
2018
Q1 | $78K | Buy |
499
+6
| +1% | +$938 | 0.06% | 106 |
|
|
2017
Q4 | $87K | Buy |
+493
| New | +$87K | 0.07% | 100 |
|