WT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
6,244
+23
| +0.4% | +$17K | 1.37% | 22 |
|
|
2025
Q1 | $3.59M | Sell |
6,221
-633
| -9% | -$365K | 1.16% | 26 |
|
|
2024
Q4 | $4.01M | Buy |
6,854
+409
| +6% | +$239K | 1.26% | 25 |
|
|
2024
Q3 | $3.72M | Sell |
6,445
-1,093
| -14% | -$630K | 1.19% | 25 |
|
|
2024
Q2 | $3.8M | Buy |
7,538
+218
| +3% | +$110K | 1.3% | 24 |
|
|
2024
Q1 | $3.55M | Sell |
7,320
-983
| -12% | -$477K | 1.27% | 23 |
|
|
2023
Q4 | $2.94M | Buy |
8,303
+3,289
| +66% | +$1.16M | 1.16% | 29 |
|
|
2023
Q3 | $1.51M | Buy |
5,014
+561
| +13% | +$168K | 0.65% | 35 |
|
|
2023
Q2 | $1.28M | Sell |
4,453
-1,245
| -22% | -$357K | 0.53% | 52 |
|
|
2023
Q1 | $1.21M | Buy |
+5,698
| New | +$1.21M | 0.52% | 60 |
|
|
2022
Q4 | – | Sell |
-11,296
| Closed | -$1.53M | – | 101 |
|
|
2022
Q3 | $1.53M | Buy |
11,296
+917
| +9% | +$124K | 0.77% | 35 |
|
|
2022
Q2 | $1.67M | Sell |
10,379
-6,037
| -37% | -$974K | 0.83% | 32 |
|
|
2022
Q1 | $3.65M | Buy |
16,416
+5,124
| +45% | +$1.14M | 1.4% | 19 |
|
|
2021
Q4 | $3.8M | Buy |
11,292
+2,489
| +28% | +$837K | 1.39% | 21 |
|
|
2021
Q3 | $2.99M | Buy |
8,803
+70
| +0.8% | +$23.8K | 1.15% | 23 |
|
|
2021
Q2 | $3.04M | Buy |
8,733
+163
| +2% | +$56.7K | 1.23% | 22 |
|
|
2021
Q1 | $2.52M | Buy |
8,570
+1,032
| +14% | +$304K | 1.17% | 21 |
|
|
2020
Q4 | $2.06M | Buy |
7,538
+2,415
| +47% | +$660K | 1.12% | 27 |
|
|
2020
Q3 | $1.34M | Buy |
5,123
+445
| +10% | +$116K | 0.89% | 32 |
|
|
2020
Q2 | $1.06M | Buy |
4,678
+218
| +5% | +$49.5K | 0.86% | 29 |
|
|
2020
Q1 | $744K | Buy |
4,460
+505
| +13% | +$84.2K | 0.78% | 29 |
|
|
2019
Q4 | $811K | Sell |
3,955
-67
| -2% | -$13.7K | 0.62% | 35 |
|
|
2019
Q3 | $716K | Buy |
+4,022
| New | +$716K | 0.62% | 37 |
|