WFA
Wellspring Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
2,671
+424
| +19% | +$313K | 0.2% | 42 |
|
|
2025
Q1 | $1.29M | Buy |
2,247
+83
| +4% | +$47.8K | 0.14% | 51 |
|
|
2024
Q4 | $1.27M | Buy |
2,164
+41
| +2% | +$24K | 0.13% | 55 |
|
|
2024
Q3 | $1.22M | Sell |
2,123
-29
| -1% | -$16.6K | 0.14% | 52 |
|
|
2024
Q2 | $1.08M | Buy |
2,152
+27
| +1% | +$13.6K | 0.15% | 55 |
|
|
2024
Q1 | $1.03M | Buy |
2,125
+487
| +30% | +$236K | 0.16% | 52 |
|
|
2023
Q4 | $580K | Buy |
1,638
+554
| +51% | +$196K | 0.14% | 66 |
|
|
2023
Q3 | $325K | Buy |
+1,084
| New | +$325K | 0.1% | 86 |
|
|
2022
Q2 | – | Sell |
-1,043
| Closed | -$239K | – | 125 |
|
|
2022
Q1 | $239K | Buy |
1,043
+51
| +5% | +$11.7K | 0.07% | 83 |
|
|
2021
Q4 | $334K | Hold |
992
| – | – | 0.09% | 71 |
|
|
2021
Q3 | $337K | Buy |
992
+27
| +3% | +$9.17K | 0.1% | 69 |
|
|
2021
Q2 | $336K | Sell |
965
-377
| -28% | -$131K | 0.11% | 66 |
|
|
2021
Q1 | $224K | Sell |
1,342
-3
| -0.2% | -$501 | 0.11% | 77 |
|
|
2020
Q4 | $367K | Buy |
1,345
+75
| +6% | +$20.5K | 0.13% | 60 |
|
|
2020
Q3 | $333K | Buy |
1,270
+4
| +0.3% | +$1.05K | 0.13% | 63 |
|
|
2020
Q2 | $287K | Sell |
1,266
-76
| -6% | -$17.2K | 0.12% | 72 |
|
|
2020
Q1 | $224K | Buy |
+1,342
| New | +$224K | 0.11% | 77 |
|