WKWM
Walter & Keenan 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 | $2.5M | Buy |
3,389
+561
| +20% | +$414K | 0.73% | 40 |
|
|
2025
Q1 | $1.63M | Buy |
2,828
+407
| +17% | +$235K | 0.49% | 54 |
|
|
2024
Q4 | $1.42M | Buy |
2,421
+63
| +3% | +$36.9K | 0.43% | 63 |
|
|
2024
Q3 | $1.35M | Buy |
2,358
+12
| +0.5% | +$6.87K | 0.41% | 62 |
|
|
2024
Q2 | $1.18M | Sell |
2,346
-82
| -3% | -$41.3K | 0.38% | 67 |
|
|
2024
Q1 | $1.18M | Buy |
2,428
+33
| +1% | +$16K | 0.39% | 66 |
|
|
2023
Q4 | $848K | Sell |
2,395
-63
| -3% | -$22.3K | 0.3% | 75 |
|
|
2023
Q3 | $738K | Sell |
2,458
-5
| -0.2% | -$1.5K | 0.29% | 79 |
|
|
2023
Q2 | $707K | Buy |
2,463
+120
| +5% | +$34.4K | 0.26% | 82 |
|
|
2023
Q1 | $497K | Sell |
2,343
-240
| -9% | -$50.9K | 0.19% | 97 |
|
|
2022
Q4 | $311K | Sell |
2,583
-4,915
| -66% | -$591K | 0.12% | 115 |
|
|
2022
Q3 | $1.02M | Buy |
7,498
+1,505
| +25% | +$204K | 0.43% | 59 |
|
|
2022
Q2 | $966K | Buy |
5,993
+625
| +12% | +$101K | 0.38% | 65 |
|
|
2022
Q1 | $1.19M | Sell |
5,368
-113
| -2% | -$25.1K | 0.41% | 61 |
|
|
2021
Q4 | $1.84M | Buy |
5,481
+200
| +4% | +$67.3K | 0.6% | 51 |
|
|
2021
Q3 | $1.79M | Buy |
5,281
+134
| +3% | +$45.5K | 0.61% | 49 |
|
|
2021
Q2 | $1.79M | Buy |
5,147
+115
| +2% | +$40K | 0.62% | 48 |
|
|
2021
Q1 | $1.48M | Hold |
5,032
| – | – | 0.52% | 56 |
|
|
2020
Q4 | $1.38M | Hold |
5,032
| – | – | 0.5% | 59 |
|
|
2020
Q3 | $1.32M | Sell |
5,032
-1,304
| -21% | -$342K | 0.52% | 53 |
|
|
2020
Q2 | $1.44M | Sell |
6,336
-4,227
| -40% | -$960K | 0.58% | 50 |
|
|
2020
Q1 | $1.69M | Buy |
10,563
+4,381
| +71% | +$699K | 0.67% | 25 |
|
|
2019
Q4 | $1.27M | Buy |
6,182
+80
| +1% | +$16.4K | 0.49% | 58 |
|
|
2019
Q3 | $1.09M | Sell |
6,102
-1,000
| -14% | -$178K | 0.41% | 65 |
|
|
2019
Q2 | $1.37M | Buy |
7,102
+750
| +12% | +$145K | 0.6% | 53 |
|
|
2019
Q1 | $1.06M | Buy |
6,352
+128
| +2% | +$21.3K | 0.47% | 59 |
|
|
2018
Q4 | $816K | Buy |
6,224
+1,000
| +19% | +$131K | 0.37% | 62 |
|
|
2018
Q3 | $859 | Buy |
5,224
+542
| +12% | +$89 | 0.26% | 70 |
|
|
2018
Q2 | $910K | Buy |
+4,682
| New | +$910K | 0.39% | 63 |
|
|
2018
Q1 | – | Sell |
-2,182
| Closed | -$385K | – | 183 |
|
|
2017
Q4 | $385K | Hold |
2,182
| – | – | 0.16% | 111 |
|
|
2017
Q3 | $373K | Buy |
2,182
+50
| +2% | +$8.55K | 0.17% | 105 |
|
|
2017
Q2 | $322K | Buy |
+2,132
| New | +$322K | 0.16% | 110 |
|
|
2017
Q1 | – | Sell |
-2,132
| Closed | -$245K | – | 145 |
|
|
2016
Q4 | $245K | Hold |
2,132
| – | – | 0.13% | 128 |
|
|
2016
Q3 | $273K | Buy |
2,132
+300
| +16% | +$38.4K | 0.15% | 113 |
|
|
2016
Q2 | $209K | Buy |
+1,832
| New | +$209K | 0.12% | 130 |
|