THWM
Taylor Hoffman Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $10.5M | Buy |
20,723
+132
| +0.6% | +$66.6K | 4.26% | 4 |
|
2024
Q1 | $10M | Sell |
20,591
-112
| -0.5% | -$54.4K | 4.24% | 3 |
|
2023
Q4 | $7.33M | Buy |
20,703
+155
| +0.8% | +$54.9K | 3.31% | 3 |
|
2023
Q3 | $6.17M | Sell |
20,548
-155
| -0.7% | -$46.5K | 3.18% | 3 |
|
2023
Q2 | $5.94M | Buy |
20,703
+164
| +0.8% | +$47.1K | 2.97% | 6 |
|
2023
Q1 | $4.35M | Buy |
20,539
+697
| +4% | +$148K | 2.39% | 10 |
|
2022
Q4 | $2.39M | Buy |
19,842
+5,982
| +43% | +$720K | 1.46% | 28 |
|
2022
Q3 | $1.88M | Sell |
13,860
-183
| -1% | -$24.8K | 0.99% | 40 |
|
2022
Q2 | $2.25M | Sell |
14,043
-22
| -0.2% | -$3.52K | 1.1% | 39 |
|
2022
Q1 | $3.13M | Buy |
14,065
+595
| +4% | +$132K | 1.25% | 32 |
|
2021
Q4 | $4.53M | Sell |
13,470
-1
| -0% | -$336 | 1.72% | 12 |
|
2021
Q3 | $4.62M | Buy |
13,471
+302
| +2% | +$104K | 1.98% | 10 |
|
2021
Q2 | $4.58M | Sell |
13,169
-38
| -0.3% | -$13.2K | 1.97% | 8 |
|
2021
Q1 | $3.89M | Buy |
13,207
+869
| +7% | +$256K | 1.78% | 9 |
|
2020
Q4 | $3.37M | Buy |
12,338
+241
| +2% | +$65.8K | 1.72% | 11 |
|
2020
Q3 | $3.17M | Buy |
12,097
+4,570
| +61% | +$1.2M | 1.86% | 10 |
|
2020
Q2 | $1.71M | Buy |
7,527
+456
| +6% | +$104K | 1.07% | 26 |
|
2020
Q1 | $1.18M | Buy |
7,071
+3,567
| +102% | +$595K | 1.13% | 35 |
|
2019
Q4 | $719K | Buy |
3,504
+884
| +34% | +$181K | 0.46% | 64 |
|
2019
Q3 | $467K | Buy |
2,620
+421
| +19% | +$75K | 0.33% | 75 |
|
2019
Q2 | $424K | Hold |
2,199
| – | – | 0.34% | 74 |
|
2019
Q1 | $367K | Buy |
2,199
+161
| +8% | +$26.9K | 0.27% | 84 |
|
2018
Q4 | $267K | Buy |
2,038
+1,350
| +196% | +$177K | 0.24% | 85 |
|
2018
Q3 | $113K | Buy |
688
+285
| +71% | +$46.8K | 0.09% | 126 |
|
2018
Q2 | $78K | Sell |
403
-100
| -20% | -$19.4K | 0.07% | 143 |
|
2018
Q1 | $80K | Buy |
503
+72
| +17% | +$11.5K | 0.07% | 146 |
|
2017
Q4 | $76K | Buy |
+431
| New | +$76K | 0.07% | 144 |
|