Wealthspire Advisors (Maryland)’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $10.9M | Buy |
41,457
+14,242
| +52% | +$3.73M | 0.38% | 39 |
|
|
2020
Q2 | $6.18M | Buy |
27,215
+406
| +2% | +$92.2K | 0.44% | 38 |
|
|
2020
Q1 | $4.47M | Buy |
26,809
+1,019
| +4% | +$170K | 0.39% | 46 |
|
|
2019
Q4 | $5.29M | Buy |
25,790
+3,108
| +14% | +$638K | 0.36% | 51 |
|
|
2019
Q3 | $4.04M | Buy |
22,682
+526
| +2% | +$93.7K | 0.3% | 56 |
|
|
2019
Q2 | $4.28M | Buy |
22,156
+1,621
| +8% | +$313K | 0.32% | 53 |
|
|
2019
Q1 | $3.42M | Buy |
20,535
+730
| +4% | +$122K | 0.26% | 62 |
|
|
2018
Q4 | $2.6M | Buy |
19,805
+172
| +0.9% | +$22.5K | 0.23% | 67 |
|
|
2018
Q3 | $3.23M | Buy |
19,633
+190
| +1% | +$31.2K | 0.27% | 56 |
|
|
2018
Q2 | $3.78M | Sell |
19,443
-1,049
| -5% | -$204K | 0.34% | 48 |
|
|
2018
Q1 | $3.27M | Buy |
20,492
+279
| +1% | +$44.6K | 0.31% | 55 |
|
|
2017
Q4 | $3.57M | Buy |
20,213
+4,060
| +25% | +$716K | 0.35% | 49 |
|
|
2017
Q3 | $2.76M | Sell |
16,153
-1,377
| -8% | -$235K | 0.3% | 55 |
|
|
2017
Q2 | $2.65M | Buy |
17,530
+2,908
| +20% | +$439K | 0.31% | 55 |
|
|
2017
Q1 | $2.08M | Buy |
14,622
+2,048
| +16% | +$291K | 0.3% | 55 |
|
|
2016
Q4 | $1.45M | Buy |
12,574
+59
| +0.5% | +$6.79K | 0.22% | 71 |
|
|
2016
Q3 | $1.61M | Buy |
12,515
+806
| +7% | +$103K | 0.25% | 63 |
|
|
2016
Q2 | $1.34M | Sell |
11,709
-399
| -3% | -$45.6K | 0.22% | 72 |
|
|
2016
Q1 | $1.38M | Buy |
12,108
+914
| +8% | +$104K | 0.24% | 67 |
|
|
2015
Q4 | $1.17M | Buy |
+11,194
| New | +$1.17M | 0.22% | 79 |
|