Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-362
| Closed | -$126K | – | 83 |
|
|
2021
Q2 | $126K | Sell |
362
-72,743
| -100% | -$25.3M | 0.65% | 38 |
|
|
2021
Q1 | $21.5M | Buy |
73,105
+181
| +0.2% | +$53.3K | 2.1% | 9 |
|
|
2020
Q4 | $19.9M | Sell |
72,924
-800
| -1% | -$219K | 2.01% | 8 |
|
|
2020
Q3 | $19.3M | Sell |
73,724
-310
| -0.4% | -$81.2K | 2.16% | 8 |
|
|
2020
Q2 | $16.8M | Buy |
74,034
+525
| +0.7% | +$119K | 2.06% | 9 |
|
|
2020
Q1 | $12.3M | Sell |
73,509
-129
| -0.2% | -$21.5K | 1.81% | 11 |
|
|
2019
Q4 | $15.1M | Buy |
73,638
+580
| +0.8% | +$119K | 1.76% | 9 |
|
|
2019
Q3 | $13.8M | Sell |
73,058
-941
| -1% | -$178K | 1.77% | 8 |
|
|
2019
Q2 | $14.3M | Sell |
73,999
-943
| -1% | -$182K | 1.85% | 8 |
|
|
2019
Q1 | $12.5M | Sell |
74,942
-80
| -0.1% | -$13.3K | 1.65% | 11 |
|
|
2018
Q4 | $11.1M | Sell |
75,022
-4,525
| -6% | -$667K | 1.55% | 13 |
|
|
2018
Q3 | $13.1M | Buy |
79,547
+5,945
| +8% | +$978K | 1.61% | 10 |
|
|
2018
Q2 | $14.3M | Sell |
73,602
-13,548
| -16% | -$2.63M | 1.89% | 8 |
|
|
2018
Q1 | $13.9M | Buy |
87,150
+3,833
| +5% | +$612K | 1.75% | 8 |
|
|
2017
Q4 | $14.7M | Buy |
+83,317
| New | +$14.7M | 1.78% | 8 |
|