WGAM
Wilkinson Global Asset Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $483K | Hold |
654
| – | – | 0.03% | 50 |
|
2025
Q1 | $377K | Sell |
654
-561
| -46% | -$323K | 0.02% | 58 |
|
2024
Q4 | $711K | Sell |
1,215
-25
| -2% | -$14.6K | 0.04% | 50 |
|
2024
Q3 | $710K | Hold |
1,240
| – | – | 0.04% | 50 |
|
2024
Q2 | $625K | Buy |
1,240
+175
| +16% | +$88.2K | 0.04% | 51 |
|
2024
Q1 | $517K | Sell |
1,065
-675
| -39% | -$328K | 0.03% | 56 |
|
2023
Q4 | $616K | Sell |
1,740
-105
| -6% | -$37.2K | 0.04% | 53 |
|
2023
Q3 | $554K | Hold |
1,845
| – | – | 0.04% | 54 |
|
2023
Q2 | $529K | Hold |
1,845
| – | – | 0.04% | 56 |
|
2023
Q1 | $391K | Sell |
1,845
-800
| -30% | -$170K | 0.03% | 67 |
|
2022
Q4 | $318K | Sell |
2,645
-150
| -5% | -$18.1K | 0.03% | 70 |
|
2022
Q3 | $379K | Hold |
2,795
| – | – | 0.03% | 67 |
|
2022
Q2 | $451K | Buy |
2,795
+381
| +16% | +$61.5K | 0.04% | 59 |
|
2022
Q1 | $537K | Sell |
2,414
-26
| -1% | -$5.78K | 0.03% | 60 |
|
2021
Q4 | $821K | Sell |
2,440
-307
| -11% | -$103K | 0.05% | 57 |
|
2021
Q3 | $932K | Buy |
2,747
+250
| +10% | +$84.8K | 0.06% | 56 |
|
2021
Q2 | $868K | Buy |
2,497
+1,052
| +73% | +$366K | 0.05% | 59 |
|
2021
Q1 | $426K | Buy |
+1,445
| New | +$426K | 0.03% | 69 |
|