WIA
Westbourne Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
26,778
-269
| -1% | -$199K | 6% | 2 |
|
|
2025
Q1 | $15.6M | Sell |
27,047
-489
| -2% | -$282K | 5.54% | 3 |
|
|
2024
Q4 | $16.1M | Sell |
27,536
-32
| -0.1% | -$18.7K | 5.52% | 4 |
|
|
2024
Q3 | $15.8M | Sell |
27,568
-217
| -0.8% | -$124K | 5.51% | 4 |
|
|
2024
Q2 | $14M | Sell |
27,785
-244
| -0.9% | -$123K | 5.08% | 4 |
|
|
2024
Q1 | $13.6M | Sell |
28,029
-2,873
| -9% | -$1.4M | 5.01% | 5 |
|
|
2023
Q4 | $10.9M | Sell |
30,902
-556
| -2% | -$197K | 4.38% | 5 |
|
|
2023
Q3 | $9.44M | Sell |
31,458
-2,962
| -9% | -$889K | 4.34% | 5 |
|
|
2023
Q2 | $9.88M | Sell |
34,420
-1,119
| -3% | -$321K | 4.42% | 4 |
|
|
2023
Q1 | $7.53M | Sell |
35,539
-1,678
| -5% | -$356K | 3.64% | 4 |
|
|
2022
Q4 | $4.48M | Buy |
37,217
+2,097
| +6% | +$252K | 2.26% | 16 |
|
|
2022
Q3 | $4.77M | Sell |
35,120
-131
| -0.4% | -$17.8K | 2.53% | 14 |
|
|
2022
Q2 | $5.68M | Buy |
35,251
+2,313
| +7% | +$373K | 3.53% | 6 |
|
|
2022
Q1 | $7.32M | Buy |
32,938
+2,328
| +8% | +$518K | 3.03% | 6 |
|
|
2021
Q4 | $10.3M | Buy |
30,610
+355
| +1% | +$119K | 4.05% | 5 |
|
|
2021
Q3 | $10.3M | Sell |
30,255
-319
| -1% | -$108K | 4.68% | 5 |
|
|
2021
Q2 | $10.6M | Buy |
30,574
+257
| +0.8% | +$89.4K | 4.82% | 5 |
|
|
2021
Q1 | $8.93M | Buy |
30,317
+2,642
| +10% | +$778K | 4.44% | 6 |
|
|
2020
Q4 | $7.56M | Buy |
+27,675
| New | +$7.56M | 4.42% | 6 |
|
|
2020
Q2 | – | Sell |
-28,523
| Closed | -$4.76M | – | 70 |
|
|
2020
Q1 | $4.76M | Buy |
28,523
+3,396
| +14% | +$566K | 4.39% | 5 |
|
|
2019
Q4 | $5.16M | Buy |
25,127
+615
| +3% | +$126K | 3.51% | 5 |
|
|
2019
Q3 | $4.37M | Buy |
24,512
+1,745
| +8% | +$311K | 3.26% | 6 |
|
|
2019
Q2 | $4.39M | Buy |
22,767
+533
| +2% | +$103K | 3.56% | 5 |
|
|
2019
Q1 | $3.71M | Buy |
22,234
+3,252
| +17% | +$542K | 2.84% | 7 |
|
|
2018
Q4 | $2.49M | Buy |
18,982
+500
| +3% | +$65.5K | 2.14% | 12 |
|
|
2018
Q3 | $3.04M | Buy |
18,482
+1,662
| +10% | +$273K | 2.21% | 10 |
|
|
2018
Q2 | $3.27M | Buy |
16,820
+2,961
| +21% | +$575K | 2.82% | 6 |
|
|
2018
Q1 | $2.22M | Buy |
13,859
+2,291
| +20% | +$366K | 1.77% | 15 |
|
|
2017
Q4 | $2.04M | Buy |
11,568
+1,995
| +21% | +$352K | 1.55% | 17 |
|
|
2017
Q3 | $1.64M | Buy |
9,573
+1,939
| +25% | +$331K | 1.28% | 25 |
|
|
2017
Q2 | $1.15M | Buy |
7,634
+3,332
| +77% | +$503K | 0.94% | 36 |
|
|
2017
Q1 | $611K | Buy |
+4,302
| New | +$611K | 0.5% | 54 |
|