WAS
Winch Advisory Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
7,240
-77
| -1% | -$56.8K | 1.3% | 19 |
|
|
2025
Q1 | $4.22M | Buy |
7,317
+18
| +0.2% | +$10.4K | 1.12% | 20 |
|
|
2024
Q4 | $4.27M | Sell |
7,299
-2
| -0% | -$1.17K | 1.11% | 20 |
|
|
2024
Q3 | $4.18M | Sell |
7,301
-58
| -0.8% | -$33.2K | 1.16% | 17 |
|
|
2024
Q2 | $3.71M | Buy |
7,359
+164
| +2% | +$82.7K | 1.06% | 18 |
|
|
2024
Q1 | $3.49M | Sell |
7,195
-31
| -0.4% | -$15.1K | 1.07% | 20 |
|
|
2023
Q4 | $2.56M | Sell |
7,226
-42
| -0.6% | -$14.9K | 0.85% | 24 |
|
|
2023
Q3 | $2.18M | Sell |
7,268
-42
| -0.6% | -$12.6K | 0.8% | 23 |
|
|
2023
Q2 | $2.1M | Buy |
7,310
+82
| +1% | +$23.5K | 0.75% | 23 |
|
|
2023
Q1 | $1.53M | Buy |
7,228
+100
| +1% | +$21.2K | 0.59% | 29 |
|
|
2022
Q4 | $858K | Sell |
7,128
-621
| -8% | -$74.8K | 0.37% | 39 |
|
|
2022
Q3 | $1.05M | Buy |
7,749
+135
| +2% | +$18.3K | 0.45% | 35 |
|
|
2022
Q2 | $1.23M | Buy |
7,614
+501
| +7% | +$80.8K | 0.5% | 34 |
|
|
2022
Q1 | $1.58M | Sell |
7,113
-355
| -5% | -$79K | 0.55% | 31 |
|
|
2021
Q4 | $2.51M | Buy |
7,468
+146
| +2% | +$49.1K | 0.83% | 26 |
|
|
2021
Q3 | $2.49M | Buy |
7,322
+18
| +0.2% | +$6.11K | 0.87% | 27 |
|
|
2021
Q2 | $2.54M | Buy |
7,304
+269
| +4% | +$93.5K | 0.91% | 28 |
|
|
2021
Q1 | $2.07M | Buy |
7,035
+309
| +5% | +$91K | 0.83% | 29 |
|
|
2020
Q4 | $1.84M | Buy |
6,726
+99
| +1% | +$27K | 0.76% | 29 |
|
|
2020
Q3 | $1.74M | Sell |
6,627
-226
| -3% | -$59.2K | 0.74% | 25 |
|
|
2020
Q2 | $1.56M | Sell |
6,853
-701
| -9% | -$159K | 0.74% | 26 |
|
|
2020
Q1 | $1.26M | Buy |
7,554
+222
| +3% | +$37K | 0.63% | 23 |
|
|
2019
Q4 | $1.51M | Buy |
7,332
+838
| +13% | +$172K | 0.71% | 29 |
|
|
2019
Q3 | $1.16M | Buy |
6,494
+1,004
| +18% | +$179K | 0.6% | 31 |
|
|
2019
Q2 | $1.06M | Sell |
5,490
-80
| -1% | -$15.4K | 0.55% | 33 |
|
|
2019
Q1 | $928K | Sell |
5,570
-703
| -11% | -$117K | 0.51% | 38 |
|
|
2018
Q4 | $822K | Sell |
6,273
-11,523
| -65% | -$1.51M | 0.46% | 37 |
|
|
2018
Q3 | $2.93M | Sell |
17,796
-10,572
| -37% | -$1.74M | 1.47% | 25 |
|
|
2018
Q2 | $5.51M | Buy |
28,368
+1,646
| +6% | +$320K | 2.97% | 7 |
|
|
2018
Q1 | $4.27M | Buy |
26,722
+13,586
| +103% | +$2.17M | 2.5% | 15 |
|
|
2017
Q4 | $4.64M | Sell |
13,136
-13,455
| -51% | -$4.75M | 2.79% | 13 |
|
|
2017
Q3 | $4.55M | Buy |
26,591
+3,585
| +16% | +$613K | 2.96% | 15 |
|
|
2017
Q2 | $3.46M | Buy |
23,006
+1,927
| +9% | +$290K | 2.18% | 18 |
|
|
2017
Q1 | $2.99M | Buy |
21,079
+2,239
| +12% | +$318K | 1.9% | 21 |
|
|
2016
Q4 | $2.17M | Buy |
18,840
+2,243
| +14% | +$258K | 1.49% | 23 |
|
|
2016
Q3 | $2.13M | Sell |
16,597
-8,826
| -35% | -$1.13M | 1.74% | 21 |
|
|
2016
Q2 | $2.91M | Buy |
25,423
+2,286
| +10% | +$261K | 3.52% | 9 |
|
|
2016
Q1 | $2.64M | Sell |
23,137
-33,974
| -59% | -$3.88M | 4.26% | 9 |
|
|
2015
Q4 | $5.98M | Buy |
57,111
+46,872
| +458% | +$4.91M | 6.78% | 3 |
|
|
2015
Q3 | $920K | Sell |
10,239
-566
| -5% | -$50.9K | 1.34% | 18 |
|
|
2015
Q2 | $927K | Buy |
10,805
+10,200
| +1,686% | +$875K | 0.51% | 55 |
|
|
2015
Q1 | $50K | Buy |
+605
| New | +$50K | 0.03% | 81 |
|
|
2014
Q4 | – | Sell |
-345
| Closed | -$27K | – | 126 |
|
|
2014
Q3 | $27K | Hold |
345
| – | – | 0.02% | 93 |
|
|
2014
Q2 | $23K | Hold |
345
| – | – | 0.01% | 121 |
|
|
2014
Q1 | $21K | Buy |
+345
| New | +$21K | 0.01% | 135 |
|