TLW Wealth Management’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 | $6.16M | Buy |
8,341
+872
| +12% | +$644K | 3.43% | 13 |
|
|
2025
Q1 | $4.3M | Buy |
7,469
+2,108
| +39% | +$1.21M | 2.58% | 13 |
|
|
2024
Q4 | $3.14M | Buy |
+5,361
| New | +$3.14M | 1.87% | 14 |
|
|
2022
Q3 | – | Sell |
-18,258
| Closed | -$2.94M | – | 19 |
|
|
2022
Q2 | $2.94M | Sell |
18,258
-1,111
| -6% | -$179K | 2.3% | 14 |
|
|
2022
Q1 | $4.31M | Sell |
19,369
-9,644
| -33% | -$2.14M | 2.52% | 15 |
|
|
2021
Q4 | $9.76M | Buy |
29,013
+1,193
| +4% | +$401K | 5.2% | 12 |
|
|
2021
Q3 | $9.44M | Buy |
27,820
+2,692
| +11% | +$914K | 5.16% | 10 |
|
|
2021
Q2 | $8.74M | Buy |
25,128
+124
| +0.5% | +$43.1K | 4.85% | 11 |
|
|
2021
Q1 | $7.36M | Buy |
25,004
+1,538
| +7% | +$453K | 4.47% | 15 |
|
|
2020
Q4 | $6.41M | Buy |
23,466
+1,561
| +7% | +$426K | 4.14% | 14 |
|
|
2020
Q3 | $5.74M | Buy |
21,905
+102
| +0.5% | +$26.7K | 4.27% | 14 |
|
|
2020
Q2 | $4.95M | Buy |
21,803
+2,842
| +15% | +$645K | 4.27% | 13 |
|
|
2020
Q1 | $3.16M | Sell |
18,961
-75
| -0.4% | -$12.5K | 3.46% | 16 |
|
|
2019
Q4 | $3.91M | Buy |
19,036
+4
| +0% | +$821 | 3.39% | 15 |
|
|
2019
Q3 | $3.39M | Buy |
19,032
+244
| +1% | +$43.4K | 3.18% | 15 |
|
|
2019
Q2 | $3.63M | Sell |
18,788
-20
| -0.1% | -$3.86K | 3.53% | 15 |
|
|
2019
Q1 | $3.14M | Buy |
+18,808
| New | +$3.14M | 3.34% | 15 |
|