WAM
WealthTrust Asset Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.62M | Sell |
3,543
-470
| -12% | -$347K | 1.96% | 11 |
|
2025
Q1 | $2.31M | Sell |
4,013
-971
| -19% | -$560K | 1.71% | 12 |
|
2024
Q4 | $2.92M | Sell |
4,984
-185
| -4% | -$108K | 2.1% | 11 |
|
2024
Q3 | $2.96M | Sell |
5,169
-540
| -9% | -$309K | 2.21% | 10 |
|
2024
Q2 | $2.88M | Sell |
5,709
-893
| -14% | -$450K | 2.1% | 12 |
|
2024
Q1 | $3.21M | Buy |
6,602
+912
| +16% | +$443K | 2.44% | 12 |
|
2023
Q4 | $2.01M | Sell |
5,690
-287
| -5% | -$102K | 1.69% | 13 |
|
2023
Q3 | $1.79M | Buy |
+5,977
| New | +$1.79M | 1.67% | 15 |
|
2022
Q2 | – | Sell |
-8,866
| Closed | -$1.97M | – | 85 |
|
2022
Q1 | $1.97M | Sell |
8,866
-42
| -0.5% | -$9.34K | 1.4% | 23 |
|
2021
Q4 | $3M | Buy |
8,908
+260
| +3% | +$87.4K | 1.99% | 13 |
|
2021
Q3 | $2.94M | Buy |
8,648
+54
| +0.6% | +$18.3K | 2.61% | 11 |
|
2021
Q2 | $2.99M | Buy |
+8,594
| New | +$2.99M | 2.59% | 11 |
|