BWP
Balboa Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8M | Buy |
14,639
+426
| +3% | +$314K | 2.17% | 8 |
|
2025
Q1 | $8.19M | Sell |
14,213
-1,187
| -8% | -$684K | 1.98% | 9 |
|
2024
Q4 | $9.02M | Sell |
15,400
-971
| -6% | -$569K | 2.06% | 8 |
|
2024
Q3 | $9.37M | Sell |
16,371
-1,651
| -9% | -$945K | 2.33% | 8 |
|
2024
Q2 | $9.09M | Buy |
18,022
+2,055
| +13% | +$1.04M | 2.4% | 8 |
|
2024
Q1 | $7.75M | Buy |
15,967
+1,661
| +12% | +$807K | 2.28% | 8 |
|
2023
Q4 | $5.06M | Sell |
14,306
-1,215
| -8% | -$430K | 1.68% | 10 |
|
2023
Q3 | $4.66M | Buy |
15,521
+1,212
| +8% | +$364K | 1.75% | 9 |
|
2023
Q2 | $4.11M | Buy |
14,309
+43
| +0.3% | +$12.3K | 1.43% | 11 |
|
2023
Q1 | $3.02M | Buy |
14,266
+1,035
| +8% | +$219K | 1.14% | 12 |
|
2022
Q4 | $1.59M | Sell |
13,231
-2,287
| -15% | -$275K | 0.72% | 26 |
|
2022
Q3 | $2.11M | Buy |
+15,518
| New | +$2.11M | 0.93% | 17 |
|