Windsor Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,672
Closed -$372K 206
2022
Q1
$372K Sell
1,672
-523
-24% -$116K 0.07% 172
2021
Q4
$739K Sell
2,195
-11
-0.5% -$3.7K 0.14% 126
2021
Q3
$757K Buy
2,206
+132
+6% +$45.3K 0.16% 122
2021
Q2
$721K Buy
2,074
+577
+39% +$201K 0.16% 126
2021
Q1
$441K Sell
1,497
-25
-2% -$7.37K 0.11% 146
2020
Q4
$416K Sell
1,522
-4
-0.3% -$1.09K 0.11% 145
2020
Q3
$423K Sell
1,526
-80
-5% -$22.2K 0.12% 138
2020
Q2
$365K Buy
1,606
+281
+21% +$63.9K 0.12% 143
2020
Q1
$221K Buy
1,325
+83
+7% +$13.8K 0.09% 165
2019
Q4
$255K Sell
1,242
-16,739
-93% -$3.44M 0.09% 168
2019
Q3
$3.14M Buy
17,981
+16,040
+826% +$2.8M 1.37% 15
2019
Q2
$375K Buy
1,941
+67
+4% +$12.9K 0.16% 133
2019
Q1
$312K Buy
+1,874
New +$312K 0.18% 123
2018
Q3
Sell
-2,579
Closed -$501K 136
2018
Q2
$501K Buy
2,579
+450
+21% +$87.4K 0.39% 72
2018
Q1
$340K Sell
2,129
-56
-3% -$8.94K 0.29% 95
2017
Q4
$386K Buy
+2,185
New +$386K 0.33% 77