YWP
YorkBridge Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.89M | Sell |
15,740
-26,367
| -63% | -$3.17M | 0.48% | 55 |
|
|
2022
Q3 | $5.71M | Sell |
42,107
-558
| -1% | -$75.7K | 1.47% | 14 |
|
|
2022
Q2 | $6.88M | Sell |
42,665
-200
| -0.5% | -$32.3K | 1.8% | 10 |
|
|
2022
Q1 | $9.53M | Buy |
42,865
+9,189
| +27% | +$2.04M | 2.09% | 7 |
|
|
2021
Q4 | $11.3M | Sell |
33,676
-4,134
| -11% | -$1.39M | 2.54% | 7 |
|
|
2021
Q3 | $12.8M | Buy |
37,810
+1,233
| +3% | +$418K | 3.23% | 4 |
|
|
2021
Q2 | $12.7M | Sell |
36,577
-1
| -0% | -$348 | 3.32% | 4 |
|
|
2021
Q1 | $10.8M | Buy |
36,578
+7,626
| +26% | +$2.25M | 3.18% | 4 |
|
|
2020
Q4 | $7.91M | Buy |
28,952
+1,494
| +5% | +$408K | 2.65% | 5 |
|
|
2020
Q3 | $7.19M | Buy |
27,458
+2,679
| +11% | +$702K | 3.02% | 4 |
|
|
2020
Q2 | $5.63M | Buy |
24,779
+3,501
| +16% | +$795K | 2.57% | 6 |
|
|
2020
Q1 | $3.55M | Buy |
21,278
+2,012
| +10% | +$336K | 2.18% | 7 |
|
|
2019
Q4 | $3.95M | Sell |
19,266
-739
| -4% | -$152K | 1.81% | 8 |
|
|
2019
Q3 | $3.56M | Buy |
20,005
+1,671
| +9% | +$298K | 1.79% | 9 |
|
|
2019
Q2 | $3.54M | Buy |
18,334
+1,403
| +8% | +$271K | 1.57% | 10 |
|
|
2019
Q1 | $2.82M | Buy |
16,931
+753
| +5% | +$126K | 1.3% | 12 |
|
|
2018
Q4 | $2.12M | Buy |
16,178
+5,115
| +46% | +$671K | 1.12% | 17 |
|
|
2018
Q3 | $1.8M | Sell |
11,063
-8,670
| -44% | -$1.41M | 0.82% | 29 |
|
|
2018
Q2 | $3.84M | Buy |
19,733
+783
| +4% | +$152K | 1.68% | 10 |
|
|
2018
Q1 | $3.11M | Buy |
18,950
+1,008
| +6% | +$165K | 1.43% | 14 |
|
|
2017
Q4 | $3.25M | Sell |
17,942
-3,825
| -18% | -$693K | 1.57% | 11 |
|
|
2017
Q3 | $3.72M | Sell |
21,767
-993
| -4% | -$170K | 1.93% | 5 |
|
|
2017
Q2 | $3.38M | Sell |
22,760
-954
| -4% | -$142K | 1.79% | 5 |
|
|
2017
Q1 | $3.62M | Sell |
23,714
-3,108
| -12% | -$475K | 1.9% | 6 |
|
|
2016
Q4 | $3.23M | Buy |
+26,822
| New | +$3.23M | 1.91% | 6 |
|