BWM
BCS 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 | $1.12M | Buy |
1,522
+670
| +79% | +$494K | 0.24% | 87 |
|
|
2025
Q1 | $491K | Sell |
852
-27
| -3% | -$15.6K | 0.13% | 148 |
|
|
2024
Q4 | $515K | Sell |
879
-20
| -2% | -$11.7K | 0.13% | 143 |
|
|
2024
Q3 | $515K | Buy |
899
+45
| +5% | +$25.8K | 0.22% | 90 |
|
|
2024
Q2 | $431K | Sell |
854
-66
| -7% | -$33.3K | 0.21% | 98 |
|
|
2024
Q1 | $447K | Hold |
920
| – | – | 0.14% | 145 |
|
|
2023
Q4 | $326K | Sell |
920
-68
| -7% | -$24.1K | 0.12% | 157 |
|
|
2023
Q3 | $297K | Sell |
988
-124
| -11% | -$37.3K | 0.12% | 149 |
|
|
2023
Q2 | $319K | Buy |
+1,112
| New | +$319K | 0.23% | 84 |
|
|
2022
Q2 | – | Sell |
-921
| Closed | -$205K | – | 185 |
|
|
2022
Q1 | $205K | Sell |
921
-234
| -20% | -$52.1K | 0.08% | 182 |
|
|
2021
Q4 | $389K | Buy |
1,155
+201
| +21% | +$67.7K | 0.14% | 130 |
|
|
2021
Q3 | $324K | Sell |
954
-5
| -0.5% | -$1.7K | 0.14% | 132 |
|
|
2021
Q2 | $333K | Buy |
+959
| New | +$333K | 0.18% | 107 |
|
|
2020
Q4 | – | Sell |
-824
| Closed | -$216K | – | 148 |
|
|
2020
Q3 | $216K | Buy |
+824
| New | +$216K | 0.12% | 116 |
|