WR Wealth Planners’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $301K | Sell |
514
-113
| -18% | -$66.2K | 0.1% | 130 |
|
|
2024
Q3 | $359K | Sell |
627
-74
| -11% | -$42.4K | 0.1% | 127 |
|
|
2024
Q2 | $354K | Buy |
701
+11
| +2% | +$5.55K | 0.11% | 117 |
|
|
2024
Q1 | $335K | Buy |
+690
| New | +$335K | 0.1% | 129 |
|
|
2023
Q4 | – | Sell |
-501
| Closed | -$150K | – | 590 |
|
|
2023
Q3 | $150K | Hold |
501
| – | – | 0.06% | 196 |
|
|
2023
Q2 | $144K | Buy |
501
+129
| +35% | +$37K | 0.06% | 203 |
|
|
2023
Q1 | $78.8K | Buy |
372
+189
| +103% | +$40.1K | 0.03% | 267 |
|
|
2022
Q4 | $22K | Sell |
183
-283
| -61% | -$34.1K | 0.01% | 209 |
|
|
2022
Q3 | $63.2K | Buy |
466
+14
| +3% | +$1.9K | 0.04% | 150 |
|
|
2022
Q2 | $72.9K | Buy |
452
+50
| +12% | +$8.06K | 0.05% | 147 |
|
|
2022
Q1 | $89.4K | Buy |
+402
| New | +$89.4K | 0.05% | 137 |
|