AWM
Accel 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 | $585K | Buy |
793
+2
| +0.3% | +$1.48K | 0.2% | 117 |
|
|
2025
Q1 | $456K | Buy |
791
+71
| +10% | +$40.9K | 0.16% | 130 |
|
|
2024
Q4 | $422K | Buy |
720
+22
| +3% | +$12.9K | 0.16% | 145 |
|
|
2024
Q3 | $400K | Sell |
698
-6
| -0.9% | -$3.44K | 0.15% | 151 |
|
|
2024
Q2 | $355K | Buy |
704
+157
| +29% | +$79.2K | 0.14% | 148 |
|
|
2024
Q1 | $266K | Buy |
+547
| New | +$266K | 0.11% | 172 |
|
|
2023
Q2 | – | Sell |
-199
| Closed | -$42.2K | – | 583 |
|
|
2023
Q1 | $42.2K | Hold |
199
| – | – | 0.02% | 516 |
|
|
2022
Q4 | $23.9K | Hold |
199
| – | – | 0.01% | 507 |
|
|
2022
Q3 | $28K | Hold |
199
| – | – | 0.02% | 484 |
|
|
2022
Q2 | $33K | Buy |
199
+14
| +8% | +$2.32K | 0.02% | 430 |
|
|
2022
Q1 | $42K | Hold |
185
| – | – | 0.02% | 405 |
|
|
2021
Q4 | $62K | Sell |
185
-725
| -80% | -$243K | 0.03% | 340 |
|
|
2021
Q3 | $309K | Buy |
910
+10
| +1% | +$3.4K | 0.2% | 87 |
|
|
2021
Q2 | $313K | Buy |
900
+53
| +6% | +$18.4K | 0.21% | 94 |
|
|
2021
Q1 | $249K | Hold |
847
| – | – | 0.2% | 104 |
|
|
2020
Q4 | $231K | Buy |
+847
| New | +$231K | 0.22% | 105 |
|