TSWM
Triangle Securities Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
4,812
+71
| +1% | +$52.4K | 0.87% | 34 |
|
|
2025
Q1 | $2.73M | Buy |
4,741
+68
| +1% | +$39.2K | 0.7% | 39 |
|
|
2024
Q4 | $2.74M | Sell |
4,673
-170
| -4% | -$99.5K | 0.7% | 38 |
|
|
2024
Q3 | $2.77M | Sell |
4,843
-136
| -3% | -$77.9K | 0.72% | 36 |
|
|
2024
Q2 | $2.51M | Sell |
4,979
-333
| -6% | -$168K | 0.71% | 35 |
|
|
2024
Q1 | $2.58M | Sell |
5,312
-487
| -8% | -$236K | 0.74% | 37 |
|
|
2023
Q4 | $2.05M | Sell |
5,799
-111
| -2% | -$39.3K | 0.64% | 48 |
|
|
2023
Q3 | $1.77M | Sell |
5,910
-249
| -4% | -$74.8K | 0.63% | 52 |
|
|
2023
Q2 | $1.77M | Sell |
6,159
-70
| -1% | -$20.1K | 0.61% | 54 |
|
|
2023
Q1 | $1.32M | Buy |
6,229
+44
| +0.7% | +$9.33K | 0.47% | 68 |
|
|
2022
Q4 | $744K | Buy |
6,185
+2,944
| +91% | +$354K | 0.27% | 105 |
|
|
2022
Q3 | $440K | Sell |
3,241
-4,850
| -60% | -$658K | 0.18% | 129 |
|
|
2022
Q2 | $1.31M | Sell |
8,091
-244
| -3% | -$39.4K | 0.51% | 65 |
|
|
2022
Q1 | $1.85M | Buy |
8,335
+2,312
| +38% | +$514K | 0.62% | 54 |
|
|
2021
Q4 | $2.03M | Buy |
6,023
+160
| +3% | +$53.8K | 0.63% | 48 |
|
|
2021
Q3 | $1.99M | Buy |
5,863
+54
| +0.9% | +$18.3K | 0.68% | 44 |
|
|
2021
Q2 | $2.02M | Buy |
5,809
+36
| +0.6% | +$12.5K | 0.68% | 47 |
|
|
2021
Q1 | $1.7M | Buy |
5,773
+1,206
| +26% | +$355K | 0.61% | 55 |
|
|
2020
Q4 | $1.25M | Buy |
4,567
+1,120
| +32% | +$306K | 0.49% | 69 |
|
|
2020
Q3 | $903K | Sell |
3,447
-110
| -3% | -$28.8K | 0.41% | 79 |
|
|
2020
Q2 | $808K | Buy |
3,557
+640
| +22% | +$145K | 0.39% | 80 |
|
|
2020
Q1 | $487K | Buy |
2,917
+1,799
| +161% | +$300K | 0.28% | 99 |
|
|
2019
Q4 | $229K | Buy |
+1,118
| New | +$229K | 0.1% | 149 |
|
|
2019
Q3 | – | Sell |
-1,118
| Closed | -$219K | – | 157 |
|
|
2019
Q2 | $219K | Buy |
+1,118
| New | +$219K | 0.11% | 142 |
|
|
2018
Q4 | – | Sell |
-1,239
| Closed | -$204K | – | 142 |
|
|
2018
Q3 | $204K | Sell |
1,239
-30
| -2% | -$4.94K | 0.11% | 138 |
|
|
2018
Q2 | $247K | Buy |
+1,269
| New | +$247K | 0.14% | 130 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$229K | – | 137 |
|
|
2017
Q4 | $229K | Sell |
1,300
-141
| -10% | -$24.8K | 0.13% | 129 |
|
|
2017
Q3 | $246K | Buy |
+1,441
| New | +$246K | 0.15% | 124 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$2K | – | 280 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 488 |
|