WFA
West 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 | $62.7K | Hold |
85
| – | – | 0.01% | 93 |
|
|
2025
Q1 | $49K | Hold |
85
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $49.8K | Hold |
85
| – | – | 0.01% | 93 |
|
|
2024
Q3 | $48.7K | Buy |
+85
| New | +$48.7K | 0.01% | 89 |
|
|
2023
Q3 | – | Sell |
-975
| Closed | -$280K | – | 211 |
|
|
2023
Q2 | $280K | Hold |
975
| – | – | 0.07% | 45 |
|
|
2023
Q1 | $207K | Hold |
975
| – | – | 0.05% | 52 |
|
|
2022
Q4 | $117K | Hold |
975
| – | – | 0.03% | 63 |
|
|
2022
Q3 | $132K | Hold |
975
| – | – | 0.04% | 68 |
|
|
2022
Q2 | $157K | Hold |
975
| – | – | 0.05% | 60 |
|
|
2022
Q1 | $217K | Hold |
975
| – | – | 0.06% | 55 |
|
|
2021
Q4 | $328K | Sell |
975
-455
| -32% | -$153K | 0.09% | 49 |
|
|
2021
Q3 | $485K | Hold |
1,430
| – | – | 0.14% | 35 |
|
|
2021
Q2 | $497K | Sell |
1,430
-100
| -7% | -$34.8K | 0.15% | 31 |
|
|
2021
Q1 | $451K | Hold |
1,530
| – | – | 0.15% | 32 |
|
|
2020
Q4 | $418K | Buy |
+1,530
| New | +$418K | 0.15% | 33 |
|