BWM
BCGM 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 | $1M | Hold |
1,356
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $782K | Buy |
1,356
+45
| +3% | +$25.9K | 0.24% | 82 |
|
|
2024
Q4 | $768K | Hold |
1,311
| – | – | 0.24% | 79 |
|
|
2024
Q3 | $750K | Hold |
1,311
| – | – | 0.24% | 78 |
|
|
2024
Q2 | $661K | Hold |
1,311
| – | – | 0.23% | 82 |
|
|
2024
Q1 | $637K | Buy |
1,311
+66
| +5% | +$32K | 0.23% | 79 |
|
|
2023
Q4 | $441K | Hold |
1,245
| – | – | 0.18% | 84 |
|
|
2023
Q3 | $374K | Hold |
1,245
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $357K | Buy |
+1,245
| New | +$357K | 0.16% | 83 |
|
|
2022
Q3 | – | Sell |
-1,279
| Closed | -$203K | – | 112 |
|
|
2022
Q2 | $203K | Hold |
1,279
| – | – | 0.1% | 103 |
|
|
2022
Q1 | $256K | Hold |
1,279
| – | – | 0.14% | 94 |
|
|
2021
Q4 | $430K | Buy |
1,279
+150
| +13% | +$50.4K | 0.23% | 72 |
|
|
2021
Q3 | $365K | Hold |
1,129
| – | – | 0.2% | 75 |
|
|
2021
Q2 | $402K | Hold |
1,129
| – | – | 0.24% | 70 |
|
|
2021
Q1 | $342K | Sell |
1,129
-322
| -22% | -$97.5K | 0.23% | 72 |
|
|
2020
Q4 | $392K | Buy |
+1,451
| New | +$392K | 0.28% | 63 |
|