WAS
WESPAC Advisors SoCal’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
4,044
+131
| +3% | +$96.7K | 0.67% | 46 |
|
|
2025
Q1 | $2.26M | Buy |
3,913
+290
| +8% | +$167K | 0.59% | 45 |
|
|
2024
Q4 | $2.12M | Buy |
3,623
+106
| +3% | +$62.1K | 0.48% | 51 |
|
|
2024
Q3 | $2.01M | Buy |
3,517
+140
| +4% | +$80.1K | 0.47% | 49 |
|
|
2024
Q2 | $1.7M | Buy |
3,377
+519
| +18% | +$262K | 0.43% | 48 |
|
|
2024
Q1 | $1.39M | Buy |
2,858
+868
| +44% | +$421K | 0.36% | 49 |
|
|
2023
Q4 | $704K | Buy |
1,990
+1,315
| +195% | +$465K | 0.21% | 63 |
|
|
2023
Q3 | $203K | Buy |
+675
| New | +$203K | 0.07% | 86 |
|
|
2022
Q3 | – | Sell |
-10,849
| Closed | -$1.75M | – | 77 |
|
|
2022
Q2 | $1.75M | Sell |
10,849
-408
| -4% | -$65.8K | 0.67% | 37 |
|
|
2022
Q1 | $2.5M | Buy |
11,257
+11
| +0.1% | +$2.45K | 0.77% | 34 |
|
|
2021
Q4 | $3.59M | Buy |
11,246
+1,336
| +13% | +$426K | 1.1% | 31 |
|
|
2021
Q3 | $3.3M | Buy |
9,910
+530
| +6% | +$176K | 1.08% | 31 |
|
|
2021
Q2 | $3.26M | Buy |
9,380
+320
| +4% | +$111K | 1.08% | 31 |
|
|
2021
Q1 | $2.67M | Buy |
9,060
+385
| +4% | +$113K | 1.05% | 30 |
|
|
2020
Q4 | $2.37M | Buy |
8,675
+508
| +6% | +$139K | 0.94% | 30 |
|
|
2020
Q3 | $2.16M | Sell |
8,167
-3,920
| -32% | -$1.04M | 1.03% | 26 |
|
|
2020
Q2 | $2.96M | Buy |
12,087
+412
| +4% | +$101K | 1.37% | 26 |
|
|
2020
Q1 | $2.09M | Sell |
11,675
-90
| -0.8% | -$16.1K | 1.16% | 25 |
|
|
2019
Q4 | $2.42M | Sell |
11,765
-1,142
| -9% | -$234K | 1.15% | 24 |
|
|
2019
Q3 | $2.3M | Sell |
12,907
-496
| -4% | -$88.3K | 1.14% | 26 |
|
|
2019
Q2 | $2.59M | Sell |
13,403
-504
| -4% | -$97.2K | 1.38% | 25 |
|
|
2019
Q1 | $2.32M | Sell |
13,907
-65
| -0.5% | -$10.8K | 1.28% | 24 |
|
|
2018
Q4 | $1.83M | Buy |
13,972
+361
| +3% | +$47.3K | 1.16% | 26 |
|
|
2018
Q3 | $2.24M | Buy |
13,611
+490
| +4% | +$80.6K | 1.12% | 30 |
|
|
2018
Q2 | $2.55M | Buy |
13,121
+600
| +5% | +$117K | 1.47% | 27 |
|
|
2018
Q1 | $2M | Buy |
12,521
+495
| +4% | +$79.1K | 1.16% | 28 |
|
|
2017
Q4 | $2.12M | Sell |
12,026
-25
| -0.2% | -$4.41K | 1.21% | 29 |
|
|
2017
Q3 | $2.06M | Buy |
12,051
+1,640
| +16% | +$280K | 1.23% | 28 |
|
|
2017
Q2 | $1.57M | Buy |
10,411
+75
| +0.7% | +$11.3K | 1% | 29 |
|
|
2017
Q1 | $1.47M | Sell |
10,336
-435
| -4% | -$61.8K | 0.91% | 30 |
|
|
2016
Q4 | $1.24M | Buy |
10,771
+125
| +1% | +$14.4K | 0.8% | 30 |
|
|
2016
Q3 | $1.37M | Sell |
10,646
-989
| -9% | -$127K | 0.92% | 28 |
|
|
2016
Q2 | $1.33M | Buy |
11,635
+459
| +4% | +$52.5K | 0.87% | 28 |
|
|
2016
Q1 | $1.28M | Sell |
11,176
-3,709
| -25% | -$423K | 0.94% | 27 |
|
|
2015
Q4 | $1.56M | Buy |
+14,885
| New | +$1.56M | 1.03% | 28 |
|