BWS
BCR Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
518
| – | – | 0.15% | 21 |
|
|
2025
Q1 | $298K | Sell |
518
-1,965
| -79% | -$1.13M | 0.13% | 24 |
|
|
2024
Q4 | $1.45M | Buy |
2,483
+60
| +2% | +$35.1K | 0.68% | 11 |
|
|
2024
Q3 | $1.39M | Hold |
2,423
| – | – | 0.65% | 11 |
|
|
2024
Q2 | $1.22M | Buy |
2,423
+115
| +5% | +$58K | 0.79% | 9 |
|
|
2024
Q1 | $1.12M | Sell |
2,308
-350
| -13% | -$170K | 0.76% | 9 |
|
|
2023
Q4 | $940K | Hold |
2,658
| – | – | 0.67% | 10 |
|
|
2023
Q3 | $797K | Hold |
2,658
| – | – | 0.64% | 10 |
|
|
2023
Q2 | $762K | Hold |
2,658
| – | – | 0.59% | 10 |
|
|
2023
Q1 | $563K | Hold |
2,658
| – | – | 0.45% | 13 |
|
|
2022
Q4 | $319K | Hold |
2,658
| – | – | 0.28% | 16 |
|
|
2022
Q3 | $361K | Sell |
2,658
-300
| -10% | -$40.7K | 0.37% | 14 |
|
|
2022
Q2 | $477K | Hold |
2,958
| – | – | 0.49% | 12 |
|
|
2022
Q1 | $658K | Hold |
2,958
| – | – | 0.63% | 10 |
|
|
2021
Q4 | $995K | Buy |
+2,958
| New | +$995K | 0.94% | 7 |
|