AEPWM
Atlantic Edge Private 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 | $4.48M | Buy |
6,067
+82
| +1% | +$60.5K | 1.23% | 23 |
|
2025
Q1 | $3.45M | Sell |
5,985
-1,150
| -16% | -$663K | 1.05% | 24 |
|
2024
Q4 | $4.18M | Buy |
7,135
+36
| +0.5% | +$21.1K | 1.29% | 19 |
|
2024
Q3 | $4.06M | Buy |
7,099
+85
| +1% | +$48.7K | 1.24% | 17 |
|
2024
Q2 | $3.54M | Buy |
7,014
+128
| +2% | +$64.5K | 1.18% | 18 |
|
2024
Q1 | $3.34M | Buy |
6,886
+147
| +2% | +$71.4K | 1.15% | 19 |
|
2023
Q4 | $2.39M | Buy |
+6,739
| New | +$2.39M | 0.97% | 25 |
|