AWM
Axxcess 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 | $38.7M | Sell |
52,476
-187
| -0.4% | -$138K | 0.91% | 21 |
|
|
2025
Q1 | $30.4M | Buy |
52,663
+5,724
| +12% | +$3.3M | 0.81% | 27 |
|
|
2024
Q4 | $27.5M | Sell |
46,939
-3,461
| -7% | -$2.03M | 0.66% | 31 |
|
|
2024
Q3 | $28.9M | Buy |
50,400
+2,042
| +4% | +$1.17M | 0.71% | 29 |
|
|
2024
Q2 | $24.4M | Buy |
48,358
+18,763
| +63% | +$9.46M | 0.65% | 31 |
|
|
2024
Q1 | $14.4M | Sell |
29,595
-9
| -0% | -$4.37K | 0.39% | 49 |
|
|
2023
Q4 | $10.5M | Buy |
29,604
+1,318
| +5% | +$467K | 0.3% | 73 |
|
|
2023
Q3 | $8.49M | Buy |
28,286
+14,381
| +103% | +$4.32M | 0.29% | 73 |
|
|
2023
Q2 | $3.96M | Buy |
13,905
+2,861
| +26% | +$815K | 0.29% | 78 |
|
|
2023
Q1 | $2.34M | Sell |
11,044
-1,855
| -14% | -$393K | 0.18% | 119 |
|
|
2022
Q4 | $1.55M | Sell |
12,899
-18,436
| -59% | -$2.22M | 0.13% | 156 |
|
|
2022
Q3 | $4.25M | Buy |
31,335
+4,673
| +18% | +$634K | 0.4% | 52 |
|
|
2022
Q2 | $4.3M | Sell |
26,662
-2
| -0% | -$323 | 0.4% | 55 |
|
|
2022
Q1 | $5.93M | Buy |
26,664
+2,094
| +9% | +$466K | 0.46% | 46 |
|
|
2021
Q4 | $8.26M | Buy |
+24,570
| New | +$8.26M | 0.6% | 25 |
|