TCPWM
Traverso Chambers Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $441K | Sell |
1,246
-80
| -6% | -$28.3K | 0.11% | 80 |
|
|
2023
Q3 | $398K | Buy |
1,326
+38
| +3% | +$11.4K | 0.11% | 77 |
|
|
2023
Q2 | $370K | Buy |
1,288
+12
| +0.9% | +$3.44K | 0.1% | 83 |
|
|
2023
Q1 | $270K | Buy |
+1,276
| New | +$270K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-1,205
| Closed | -$268K | – | 108 |
|
|
2022
Q1 | $268K | Buy |
1,205
+65
| +6% | +$14.5K | 0.08% | 101 |
|
|
2021
Q4 | $383K | Hold |
1,140
| – | – | 0.11% | 84 |
|
|
2021
Q3 | $387K | Hold |
1,140
| – | – | 0.12% | 78 |
|
|
2021
Q2 | $396K | Buy |
1,140
+150
| +15% | +$52.1K | 0.12% | 78 |
|
|
2021
Q1 | $292K | Sell |
990
-6
| -0.6% | -$1.77K | 0.1% | 91 |
|
|
2020
Q4 | $272K | Hold |
996
| – | – | 0.1% | 90 |
|
|
2020
Q3 | $261K | Sell |
996
-30
| -3% | -$7.86K | 0.1% | 87 |
|
|
2020
Q2 | $233K | Buy |
+1,026
| New | +$233K | 0.1% | 88 |
|
|
2020
Q1 | – | Sell |
-1,074
| Closed | -$220K | – | 109 |
|
|
2019
Q4 | $220K | Sell |
1,074
-1,048
| -49% | -$215K | 0.09% | 99 |
|
|
2019
Q3 | $378K | Hold |
2,122
| – | – | 0.18% | 64 |
|
|
2019
Q2 | $414K | Hold |
2,122
| – | – | 0.2% | 60 |
|
|
2019
Q1 | $354K | Hold |
2,122
| – | – | 0.17% | 68 |
|
|
2018
Q4 | $278K | Buy |
+2,122
| New | +$278K | 0.15% | 76 |
|