4WM
4J Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
1,637
-10
| -0.6% | -$7.38K | 0.82% | 27 |
|
|
2025
Q1 | $949K | Buy |
1,647
+103
| +7% | +$59.4K | 0.75% | 28 |
|
|
2024
Q4 | $904K | Buy |
1,544
+1
| +0.1% | +$586 | 0.73% | 28 |
|
|
2024
Q3 | $883K | Buy |
1,543
+4
| +0.3% | +$2.29K | 0.68% | 30 |
|
|
2024
Q2 | $776K | Sell |
1,539
-90
| -6% | -$45.4K | 0.64% | 32 |
|
|
2024
Q1 | $791K | Sell |
1,629
-58
| -3% | -$28.2K | 0.68% | 32 |
|
|
2023
Q4 | $597K | Sell |
1,687
-456
| -21% | -$161K | 0.55% | 39 |
|
|
2023
Q3 | $643K | Sell |
2,143
-10
| -0.5% | -$3K | 0.64% | 35 |
|
|
2023
Q2 | $618K | Sell |
2,153
-73
| -3% | -$21K | 0.6% | 40 |
|
|
2023
Q1 | $472K | Sell |
2,226
-350
| -14% | -$74.2K | 0.51% | 47 |
|
|
2022
Q4 | $310K | Sell |
2,576
-156
| -6% | -$18.8K | 0.36% | 60 |
|
|
2022
Q3 | $371K | Hold |
2,732
| – | – | 0.47% | 49 |
|
|
2022
Q2 | $441K | Sell |
2,732
-169
| -6% | -$27.3K | 0.55% | 38 |
|
|
2022
Q1 | $645K | Sell |
2,901
-279
| -9% | -$62K | 0.56% | 36 |
|
|
2021
Q4 | $1.07M | Buy |
3,180
+10
| +0.3% | +$3.37K | 0.9% | 30 |
|
|
2021
Q3 | $1.08M | Buy |
3,170
+70
| +2% | +$23.8K | 0.94% | 30 |
|
|
2021
Q2 | $1.08M | Buy |
3,100
+11
| +0.4% | +$3.83K | 0.94% | 29 |
|
|
2021
Q1 | $910K | Buy |
3,089
+426
| +16% | +$125K | 0.85% | 32 |
|
|
2020
Q4 | $727K | Buy |
+2,663
| New | +$727K | 0.7% | 37 |
|