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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.39M | Buy |
17,964
+86
| +0.5% | +$25.8K | 2.41% | 12 |
|
|
2023
Q2 | $5.53M | Buy |
17,878
+48
| +0.3% | +$14.8K | 2.36% | 12 |
|
|
2023
Q1 | $3.81M | Sell |
17,830
-65
| -0.4% | -$13.9K | 1.81% | 12 |
|
|
2022
Q4 | $2.15M | Sell |
17,895
-78
| -0.4% | -$9.39K | 1.14% | 18 |
|
|
2022
Q3 | $2.44M | Sell |
17,973
-1,305
| -7% | -$177K | 1.24% | 17 |
|
|
2022
Q2 | $3.11M | Buy |
19,278
+923
| +5% | +$149K | 1.51% | 15 |
|
|
2022
Q1 | $4.08M | Sell |
18,355
-441
| -2% | -$98.1K | 1.48% | 14 |
|
|
2021
Q4 | $6.32M | Sell |
18,796
-280
| -1% | -$94.2K | 2.19% | 14 |
|
|
2021
Q3 | $6.22M | Sell |
19,076
-360
| -2% | -$117K | 2.43% | 12 |
|
|
2021
Q2 | $7.26M | Sell |
19,436
-70
| -0.4% | -$26.1K | 2.64% | 11 |
|
|
2021
Q1 | $5.9M | Hold |
19,506
| – | – | 2.35% | 11 |
|
|
2020
Q4 | $5.33M | Hold |
19,506
| – | – | 2.35% | 12 |
|
|
2020
Q3 | $5.15M | Sell |
19,506
-135
| -0.7% | -$35.6K | 2.4% | 12 |
|
|
2020
Q2 | $4.72M | Buy |
19,641
+843
| +4% | +$203K | 2.51% | 12 |
|
|
2020
Q1 | $3.31M | Buy |
18,798
+1,743
| +10% | +$307K | 2.19% | 13 |
|
|
2019
Q4 | $3.72M | Buy |
+17,055
| New | +$3.72M | 2.12% | 12 |
|