WFAG
Wescott Financial Advisory Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
3,113
+5
| +0.2% | +$3.69K | 0.22% | 57 |
|
|
2025
Q1 | $1.79M | Buy |
3,108
+47
| +2% | +$27.1K | 0.19% | 59 |
|
|
2024
Q4 | $1.79M | Buy |
3,061
+105
| +4% | +$61.5K | 0.19% | 58 |
|
|
2024
Q3 | $1.69M | Buy |
2,956
+30
| +1% | +$17.2K | 0.18% | 64 |
|
|
2024
Q2 | $1.48M | Sell |
2,926
-554
| -16% | -$279K | 0.17% | 68 |
|
|
2024
Q1 | $1.69M | Buy |
3,480
+8
| +0.2% | +$3.89K | 0.21% | 55 |
|
|
2023
Q4 | $1.23M | Sell |
3,472
-40
| -1% | -$14.2K | 0.17% | 66 |
|
|
2023
Q3 | $1.05M | Buy |
3,512
+20
| +0.6% | +$6K | 0.19% | 65 |
|
|
2023
Q2 | $1M | Buy |
3,492
+134
| +4% | +$38.5K | 0.18% | 71 |
|
|
2023
Q1 | $712K | Sell |
3,358
-164
| -5% | -$34.8K | 0.15% | 76 |
|
|
2022
Q4 | $424K | Buy |
3,522
+711
| +25% | +$85.6K | 0.09% | 98 |
|
|
2022
Q3 | $381K | Buy |
2,811
+125
| +5% | +$16.9K | 0.11% | 96 |
|
|
2022
Q2 | $433K | Sell |
2,686
-22
| -0.8% | -$3.55K | 0.12% | 87 |
|
|
2022
Q1 | $602K | Buy |
2,708
+19
| +0.7% | +$4.22K | 0.16% | 73 |
|
|
2021
Q4 | $904K | Sell |
2,689
-622
| -19% | -$209K | 0.47% | 27 |
|
|
2021
Q3 | $1.12M | Sell |
3,311
-24
| -0.7% | -$8.15K | 0.64% | 22 |
|
|
2021
Q2 | $1.25M | Buy |
3,335
+315
| +10% | +$118K | 0.73% | 18 |
|
|
2021
Q1 | $889K | Buy |
3,020
+400
| +15% | +$118K | 0.58% | 20 |
|
|
2020
Q4 | $716K | Buy |
+2,620
| New | +$716K | 0.5% | 21 |
|