WOSD
WFA of San Diego’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
+1,453
| New | +$1.07M | 0.79% | 32 |
|
|
2024
Q3 | $935K | Hold |
1,633
| – | – | 0.79% | 29 |
|
|
2024
Q2 | $823K | Buy |
+1,633
| New | +$823K | 0.74% | 30 |
|
|
2023
Q3 | $369K | Sell |
1,230
-20
| -2% | -$6K | 0.38% | 54 |
|
|
2023
Q2 | $359K | Hold |
1,250
| – | – | 0.35% | 57 |
|
|
2023
Q1 | $265K | Sell |
1,250
-100
| -7% | -$21.2K | 0.28% | 66 |
|
|
2022
Q4 | $162K | Buy |
+1,350
| New | +$162K | 0.12% | 99 |
|
|
2022
Q3 | – | Sell |
-1,457
| Closed | -$235K | – | 268 |
|
|
2022
Q2 | $235K | Sell |
1,457
-56
| -4% | -$9.03K | 0.2% | 76 |
|
|
2022
Q1 | $336K | Sell |
1,513
-10
| -0.7% | -$2.22K | 0.26% | 72 |
|
|
2021
Q4 | $512K | Sell |
1,523
-40
| -3% | -$13.4K | 0.3% | 70 |
|
|
2021
Q3 | $530K | Buy |
1,563
+26
| +2% | +$8.82K | 0.37% | 53 |
|
|
2021
Q2 | $534K | Buy |
1,537
+14
| +0.9% | +$4.86K | 0.41% | 49 |
|
|
2021
Q1 | $449K | Sell |
1,523
-330
| -18% | -$97.3K | 0.37% | 53 |
|
|
2020
Q4 | $273 | Sell |
1,853
-100
| -5% | -$15 | 0.07% | 27 |
|
|
2020
Q3 | $511K | Sell |
1,953
-43,293
| -96% | -$11.3M | 0.48% | 46 |
|
|
2020
Q2 | $10M | Buy |
+45,246
| New | +$10M | 2.34% | 6 |
|