WealthSource Partners’s Meta Platforms (Facebook) META Stock Holding History

WealthSource Partners’s Portfolio META Stock Details META Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.83M	Sell	7,990 -115	-1%	-$40.7K	0.18%	89
2023 Q3	$2.43M	Sell	8,105 -269	-3%	-$80.8K	0.17%	103
2023 Q2	$2.4M	Sell	8,374 -2,422	-22%	-$695K	0.16%	100
2023 Q1	$2.29M	Buy	10,796 +834	+8%	+$177K	0.15%	102
2022 Q4	$1.2M	Sell	9,962 -3,292	-25%	-$396K	0.08%	166
2022 Q3	$1.8M	Sell	13,254 -1,525	-10%	-$207K	0.13%	129
2022 Q2	$2.38M	Sell	14,779 -15,992	-52%	-$2.58M	0.17%	99
2022 Q1	$6.84M	Buy	30,771 +22,742	+283%	+$5.06M	0.46%	37
2021 Q4	$2.7M	Buy	8,029 +187	+2%	+$62.9K	0.22%	78
2021 Q3	$2.66M	Buy	7,842 +880	+13%	+$299K	0.23%	69
2021 Q2	$2.42M	Buy	6,962 +1,302	+23%	+$453K	0.21%	72
2021 Q1	$1.67M	Buy	5,660 +797	+16%	+$235K	0.17%	92
2020 Q4	$1.33M	Sell	4,863 -410	-8%	-$112K	0.15%	90
2020 Q3	$1.38M	Buy	5,273 +121	+2%	+$31.7K	0.18%	75
2020 Q2	$1.17M	Sell	5,152 -660	-11%	-$150K	0.17%	76
2020 Q1	$969K	Sell	5,812 -9	-0.2%	-$1.5K	0.15%	93
2019 Q4	$1.2M	Sell	5,821 -2,019	-26%	-$414K	0.16%	118
2019 Q3	$1.4M	Sell	7,840 -1,085	-12%	-$193K	0.21%	109
2019 Q2	$1.72M	Buy	8,925 +5,748	+181%	+$1.11M	0.27%	99
2019 Q1	$530K	Buy	3,177 +9	+0.3%	+$1.5K	0.12%	160
2018 Q4	$415K	Sell	3,168 -1,702	-35%	-$223K	0.12%	172
2018 Q3	$801K	Buy	4,870 +849	+21%	+$140K	0.21%	107
2018 Q2	$781K	Buy	4,021 +2,218	+123%	+$431K	0.22%	106
2018 Q1	$288K	Sell	1,803 -2,601	-59%	-$415K	0.09%	208
2017 Q4	$777K	Buy	4,404 +559	+15%	+$98.6K	0.24%	96
2017 Q3	$657K	Buy	3,845 +197	+5%	+$33.7K	0.22%	108
2017 Q2	$551K	Buy	3,648 +1,412	+63%	+$213K	0.19%	117
2017 Q1	$318K	Buy	2,236 +120	+6%	+$17.1K	0.12%	191
2016 Q4	$243K	Sell	2,116 -51	-2%	-$5.86K	0.1%	191
2016 Q3	$278K	Sell	2,167 -10,347	-83%	-$1.33M	0.1%	192
2016 Q2	$1.43M	Sell	12,514 -905	-7%	-$103K	0.53%	42
2016 Q1	$1.53M	Buy	+13,419	New	+$1.53M	0.63%	42