TWMP
Taylor Wealth Management Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-21
| Closed | -$3K | – | 88 |
|
|
2018
Q4 | $3K | Sell |
21
-15,114
| -100% | -$2.16M | ﹤0.01% | 114 |
|
|
2018
Q3 | $2.49M | Sell |
15,135
-104
| -0.7% | -$17.1K | 1.06% | 30 |
|
|
2018
Q2 | $2.96M | Sell |
15,239
-20
| -0.1% | -$3.89K | 1.32% | 28 |
|
|
2018
Q1 | $2.44M | Sell |
15,259
-39,411
| -72% | -$6.3M | 1.17% | 30 |
|
|
2017
Q4 | $9.65M | Sell |
54,670
-265
| -0.5% | -$46.8K | 4.1% | 8 |
|
|
2017
Q3 | $9.39M | Sell |
54,935
-17,947
| -25% | -$3.07M | 4.19% | 5 |
|
|
2017
Q2 | $11M | Sell |
72,882
-975
| -1% | -$147K | 4.98% | 3 |
|
|
2017
Q1 | $10.5M | Sell |
73,857
-3,065
| -4% | -$435K | 4.75% | 2 |
|
|
2016
Q4 | $8.85M | Sell |
76,922
-2,610
| -3% | -$300K | 4.1% | 6 |
|
|
2016
Q3 | $10.2M | Buy |
79,532
+9,429
| +13% | +$1.21M | 4.58% | 3 |
|
|
2016
Q2 | $8.01M | Sell |
70,103
-3,720
| -5% | -$425K | 3.21% | 12 |
|
|
2016
Q1 | $8.42M | Sell |
73,823
-35,521
| -32% | -$4.05M | 3.98% | 10 |
|
|
2015
Q4 | $11.4M | Buy |
109,344
+460
| +0.4% | +$48.1K | 4.93% | 4 |
|
|
2015
Q3 | $9.79M | Buy |
108,884
+22,644
| +26% | +$2.04M | 4.72% | 4 |
|
|
2015
Q2 | $7.4M | Buy |
86,240
+1,231
| +1% | +$106K | 2.36% | 21 |
|
|
2015
Q1 | $6.99M | Buy |
+85,009
| New | +$6.99M | 2.19% | 23 |
|