Vontobel Swiss Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.04M | Buy |
5,898
+547
| +10% | +$189K | 1.05% | 23 |
|
|
2021
Q1 | $1.58M | Sell |
5,351
-1,649
| -24% | -$486K | 0.88% | 23 |
|
|
2020
Q4 | $1.91M | Buy |
7,000
+5,300
| +312% | +$1.45M | 1.09% | 24 |
|
|
2020
Q3 | $445K | Sell |
1,700
-5,400
| -76% | -$1.41M | 0.31% | 41 |
|
|
2020
Q2 | $1.61M | Hold |
7,100
| – | – | 1.06% | 30 |
|
|
2020
Q1 | $1.18M | Hold |
7,100
| – | – | 0.9% | 33 |
|
|
2019
Q4 | $1.46M | Hold |
7,100
| – | – | 0.95% | 36 |
|
|
2019
Q3 | $1.26M | Sell |
7,100
-200
| -3% | -$35.6K | 0.81% | 44 |
|
|
2019
Q2 | $1.41M | Buy |
+7,300
| New | +$1.41M | 0.76% | 49 |
|
|
2016
Q3 | – | Sell |
-3,344
| Closed | -$344K | – | 77 |
|
|
2016
Q2 | $344K | Buy |
+3,344
| New | +$344K | 0.2% | 54 |
|