WDG
Wealth Dimensions Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
2,050
-105
| -5% | -$77.5K | 0.33% | 40 |
|
|
2025
Q1 | $1.24M | Buy |
2,155
+83
| +4% | +$47.8K | 0.3% | 43 |
|
|
2024
Q4 | $1.21M | Buy |
2,072
+522
| +34% | +$306K | 0.3% | 44 |
|
|
2024
Q3 | $887K | Buy |
1,550
+82
| +6% | +$47K | 0.22% | 54 |
|
|
2024
Q2 | $740K | Buy |
1,468
+306
| +26% | +$154K | 0.21% | 58 |
|
|
2024
Q1 | $564K | Sell |
1,162
-79
| -6% | -$38.4K | 0.17% | 76 |
|
|
2023
Q4 | $439K | Sell |
1,241
-58
| -4% | -$20.5K | 0.14% | 84 |
|
|
2023
Q3 | $390K | Buy |
1,299
+15
| +1% | +$4.5K | 0.14% | 90 |
|
|
2023
Q2 | $368K | Buy |
1,284
+258
| +25% | +$74K | 0.13% | 96 |
|
|
2023
Q1 | $217K | Buy |
+1,026
| New | +$217K | 0.08% | 125 |
|
|
2022
Q4 | – | Sell |
-1,480
| Closed | -$201K | – | 130 |
|
|
2022
Q3 | $201K | Sell |
1,480
-111
| -7% | -$15.1K | 0.1% | 117 |
|
|
2022
Q2 | $257K | Buy |
1,591
+25
| +2% | +$4.04K | 0.12% | 103 |
|
|
2022
Q1 | $348K | Buy |
1,566
+93
| +6% | +$20.7K | 0.16% | 96 |
|
|
2021
Q4 | $495K | Buy |
1,473
+46
| +3% | +$15.5K | 0.24% | 74 |
|
|
2021
Q3 | $484K | Buy |
1,427
+361
| +34% | +$122K | 0.31% | 70 |
|
|
2021
Q2 | $371K | Sell |
1,066
-200
| -16% | -$69.6K | 0.25% | 83 |
|
|
2021
Q1 | $373K | Buy |
1,266
+312
| +33% | +$91.9K | 0.29% | 79 |
|
|
2020
Q4 | $261K | Buy |
+954
| New | +$261K | 0.23% | 89 |
|