David Katz - Matrix Asset Advisors
Holding/activity history for  Meta Platforms Inc. (META)
Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
2024   Q3 | 40,489 | 2.58 | Reduce 1.82% | 0.05 | $572.45 |
2024   Q2 | 41,238 | 2.48 | Reduce 1.31% | 0.03 | $504.22 |
2024   Q1 | 41,787 | 2.43 | Reduce 12.49% | 0.35 | $485.58 |
2023   Q4 | 47,753 | 2.15 | Reduce 1.64% | 0.04 | $353.97 |
2023   Q3 | 48,549 | 2.08 | Reduce 0.95% | 0.02 | $300.21 |
2023   Q2 | 49,013 | 1.94 | Reduce 0.30% | 0.01 | $286.99 |
2023   Q1 | 49,161 | 1.51 | Add 16.46% | 0.21 | $211.94 |
2022   Q4 | 42,213 | 0.76 | Reduce 38.59% | 0.48 | $120.34 |
2022   Q3 | 68,744 | 1.53 | Add 1.47% | 0.02 | $135.68 |
2022   Q2 | 67,750 | 1.68 | Add 15.69% | 0.23 | $161.25 |
2022   Q1 | 58,560 | 1.75 | Add 37.36% | 0.48 | $222.35 |
2021   Q4 | 42,632 | 1.87 | Add 0.92% | 0.02 | $336.34 |
2021   Q3 | 42,242 | 2.02 | Add 0.48% | 0.01 | $339.40 |
2021   Q2 | 42,041 | 2.10 | Reduce 0.55% | 0.01 | $347.71 |
2021   Q1 | 42,275 | 1.86 | Add 0.28% | 0.01 | $294.52 |
2020   Q4 | 42,155 | 1.94 | Reduce 0.65% | 0.01 | $273.16 |
2020   Q3 | 42,429 | 2.16 | Reduce 1.73% | 0.04 | $261.90 |
2020   Q2 | 43,178 | 1.88 | Reduce 2.80% | 0.05 | $227.06 |
2020   Q1 | 44,420 | 1.69 | Add 770.98% | 1.50 | $166.79 |
2019   Q4 | 5,100 | 1.86 | $205.29 | ||
2019   Q3 | 5,100 | 1.73 | $178.04 | ||
2019   Q2 | 5,100 | 1.85 | $192.94 | ||
2019   Q1 | 5,100 | 1.63 | $166.67 | ||
2018   Q4 | 5,100 | 1.41 | Add 96.15% | 0.69 | $131.18 |
2018   Q3 | 2,600 | 0.74 | Buy | 0.74 | $164.62 |