WA
Wealth Architects’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
15,779
-700
| -4% | -$517K | 1.18% | 23 |
|
|
2025
Q1 | $9.5M | Buy |
16,479
+397
| +2% | +$229K | 1.05% | 24 |
|
|
2024
Q4 | $9.42M | Sell |
16,082
-1,361
| -8% | -$797K | 1.06% | 24 |
|
|
2024
Q3 | $9.99M | Sell |
17,443
-168
| -1% | -$96.2K | 1.13% | 24 |
|
|
2024
Q2 | $8.88M | Sell |
17,611
-4,792
| -21% | -$2.42M | 1.08% | 24 |
|
|
2024
Q1 | $10.9M | Buy |
22,403
+255
| +1% | +$124K | 1.43% | 21 |
|
|
2023
Q4 | $7.84M | Buy |
22,148
+537
| +2% | +$190K | 1.1% | 24 |
|
|
2023
Q3 | $6.49M | Buy |
21,611
+1,692
| +8% | +$508K | 1.1% | 22 |
|
|
2023
Q2 | $5.72M | Buy |
19,919
+742
| +4% | +$213K | 0.94% | 23 |
|
|
2023
Q1 | $4.06M | Sell |
19,177
-998
| -5% | -$212K | 0.72% | 28 |
|
|
2022
Q4 | $2.43M | Buy |
20,175
+479
| +2% | +$57.6K | 0.46% | 32 |
|
|
2022
Q3 | $2.67M | Sell |
19,696
-1,995
| -9% | -$271K | 0.56% | 31 |
|
|
2022
Q2 | $3.5M | Buy |
21,691
+1,458
| +7% | +$235K | 0.68% | 27 |
|
|
2022
Q1 | $4.5M | Sell |
20,233
-2,398
| -11% | -$533K | 0.76% | 23 |
|
|
2021
Q4 | $7.61M | Buy |
22,631
+675
| +3% | +$227K | 1.33% | 17 |
|
|
2021
Q3 | $7.45M | Sell |
21,956
-4,633
| -17% | -$1.57M | 1.45% | 17 |
|
|
2021
Q2 | $9.25M | Sell |
26,589
-1,329
| -5% | -$462K | 1.81% | 16 |
|
|
2021
Q1 | $8.22M | Buy |
27,918
+264
| +1% | +$77.8K | 1.78% | 16 |
|
|
2020
Q4 | $7.55M | Buy |
27,654
+867
| +3% | +$237K | 1.76% | 16 |
|
|
2020
Q3 | $7.02M | Sell |
26,787
-46,189
| -63% | -$12.1M | 1.9% | 16 |
|
|
2020
Q2 | $16.6M | Sell |
72,976
-4,569
| -6% | -$1.04M | 4.65% | 5 |
|
|
2020
Q1 | $12.9M | Sell |
77,545
-3,385
| -4% | -$565K | 4.49% | 5 |
|
|
2019
Q4 | $16.6M | Sell |
80,930
-2,669
| -3% | -$548K | 4.64% | 6 |
|
|
2019
Q3 | $14.9M | Sell |
83,599
-4,712
| -5% | -$839K | 4.53% | 7 |
|
|
2019
Q2 | $17M | Sell |
88,311
-2,063
| -2% | -$398K | 5.13% | 7 |
|
|
2019
Q1 | $15.1M | Sell |
90,374
-866
| -0.9% | -$144K | 4.7% | 7 |
|
|
2018
Q4 | $12M | Sell |
91,240
-4,041
| -4% | -$530K | 4.3% | 7 |
|
|
2018
Q3 | $15.7M | Sell |
95,281
-91
| -0.1% | -$15K | 4.84% | 6 |
|
|
2018
Q2 | $18.5M | Buy |
95,372
+462
| +0.5% | +$89.8K | 6% | 5 |
|
|
2018
Q1 | $15.2M | Sell |
94,910
-462
| -0.5% | -$73.8K | 5.02% | 6 |
|
|
2017
Q4 | $16.8M | Buy |
95,372
+522
| +0.6% | +$92.1K | 5.52% | 5 |
|
|
2017
Q3 | $16.2M | Sell |
94,850
-590
| -0.6% | -$101K | 5.64% | 5 |
|
|
2017
Q2 | $14.4M | Buy |
95,440
+555
| +0.6% | +$83.8K | 5.36% | 5 |
|
|
2017
Q1 | $13.5M | Buy |
94,885
+66,967
| +240% | +$9.51M | 5.36% | 5 |
|
|
2016
Q4 | $3.21M | Sell |
27,918
-1,788
| -6% | -$206K | 1.43% | 11 |
|
|
2016
Q3 | $3.81M | Buy |
29,706
+1,222
| +4% | +$157K | 1.76% | 11 |
|
|
2016
Q2 | $3.26M | Sell |
28,484
-4,118
| -13% | -$471K | 1.58% | 11 |
|
|
2016
Q1 | $3.72M | Sell |
32,602
-9,174
| -22% | -$1.05M | 1.86% | 10 |
|
|
2015
Q4 | $4.37M | Buy |
41,776
+5,651
| +16% | +$591K | 2.16% | 9 |
|
|
2015
Q3 | $3.25M | Buy |
36,125
+11,790
| +48% | +$1.06M | 1.74% | 11 |
|
|
2015
Q2 | $2.09M | Buy |
24,335
+2,438
| +11% | +$209K | 1.12% | 13 |
|
|
2015
Q1 | $1.8M | Sell |
21,897
-130
| -0.6% | -$10.7K | 1.04% | 13 |
|
|
2014
Q4 | $1.72M | Buy |
+22,027
| New | +$1.72M | 1.01% | 13 |
|