BBWA
Bell & Brown Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
17,041
-254
| -1% | -$188K | 4.5% | 3 |
|
|
2025
Q1 | $9.97M | Sell |
17,295
-476
| -3% | -$274K | 3.89% | 4 |
|
|
2024
Q4 | $10.4M | Sell |
17,771
-120
| -0.7% | -$70.3K | 3.87% | 5 |
|
|
2024
Q3 | $10.2M | Sell |
17,891
-130
| -0.7% | -$74.4K | 4% | 4 |
|
|
2024
Q2 | $9.09M | Buy |
18,021
+807
| +5% | +$407K | 3.48% | 5 |
|
|
2024
Q1 | $8.36M | Sell |
17,214
-1,071
| -6% | -$520K | 3.58% | 5 |
|
|
2023
Q4 | $6.47M | Buy |
+18,285
| New | +$6.47M | 3% | 8 |
|
|
2023
Q2 | $5.4M | Sell |
18,815
-227
| -1% | -$65.1K | 2.7% | 9 |
|
|
2023
Q1 | $4.04M | Sell |
19,042
-227
| -1% | -$48.1K | 2.15% | 17 |
|
|
2022
Q4 | $2.32M | Sell |
19,269
-2,174
| -10% | -$262K | 1.28% | 38 |
|
|
2022
Q3 | $2.91M | Buy |
21,443
+278
| +1% | +$37.7K | 1.8% | 25 |
|
|
2022
Q2 | $3.41M | Buy |
21,165
+444
| +2% | +$71.6K | 1.82% | 23 |
|
|
2022
Q1 | $4.61M | Buy |
20,721
+1,502
| +8% | +$334K | 2.09% | 18 |
|
|
2021
Q4 | $4.35M | Buy |
19,219
+1,524
| +9% | +$345K | 2.1% | 18 |
|
|
2021
Q3 | $6.01M | Buy |
+17,695
| New | +$6.01M | 3.24% | 4 |
|
|
2020
Q3 | $4.39M | Sell |
15,654
-70
| -0.4% | -$19.6K | 3.17% | 6 |
|
|
2020
Q2 | $3.94M | Sell |
15,724
-290
| -2% | -$72.7K | 3.08% | 6 |
|
|
2020
Q1 | $3.41M | Buy |
16,014
+940
| +6% | +$200K | 3.16% | 4 |
|
|
2019
Q4 | $3.33M | Sell |
15,074
-766
| -5% | -$169K | 2.48% | 9 |
|
|
2019
Q3 | $2.78M | Buy |
15,840
+3
| +0% | +$527 | 2.29% | 10 |
|
|
2019
Q2 | $3.06M | Buy |
15,837
+261
| +2% | +$50.4K | 2.69% | 5 |
|
|
2019
Q1 | $2.6M | Buy |
15,576
+1,500
| +11% | +$250K | 2.37% | 6 |
|
|
2018
Q4 | $1.85M | Buy |
14,076
+251
| +2% | +$32.9K | 1.97% | 18 |
|
|
2018
Q3 | $2.1M | Buy |
13,825
+4,250
| +44% | +$645K | 1.95% | 15 |
|
|
2018
Q2 | $1.86M | Buy |
9,575
+1,165
| +14% | +$226K | 1.84% | 17 |
|
|
2018
Q1 | $1.45M | Buy |
8,410
+815
| +11% | +$141K | 1.53% | 24 |
|
|
2017
Q4 | $1.34M | Buy |
+7,595
| New | +$1.34M | 1.39% | 31 |
|