AWM
Ameliora 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 | $1.78M | Buy |
2,409
+826
| +52% | +$610K | 0.64% | 35 |
|
|
2025
Q1 | $912K | Buy |
1,583
+34
| +2% | +$19.6K | 0.34% | 43 |
|
|
2024
Q4 | $907K | Buy |
1,549
+1,064
| +219% | +$623K | 0.34% | 44 |
|
|
2024
Q3 | $278K | Sell |
485
-200
| -29% | -$114K | 0.12% | 72 |
|
|
2024
Q2 | $345K | Hold |
685
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $333K | Buy |
685
+112
| +20% | +$54.4K | 0.15% | 70 |
|
|
2023
Q4 | $203K | Hold |
573
| – | – | 0.1% | 74 |
|
|
2023
Q3 | $172K | Hold |
573
| – | – | 0.1% | 82 |
|
|
2023
Q2 | $164K | Sell |
573
-485
| -46% | -$139K | 0.1% | 85 |
|
|
2023
Q1 | $224K | Buy |
1,058
+470
| +80% | +$99.6K | 0.13% | 86 |
|
|
2022
Q4 | $70.8K | Hold |
588
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $74K | Buy |
+588
| New | +$74K | 0.04% | 118 |
|