BFWA
Benchmark Financial 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 | $2.7M | Buy |
3,663
+40
| +1% | +$29.5K | 0.89% | 28 |
|
|
2025
Q1 | $2.09M | Buy |
3,623
+122
| +3% | +$70.3K | 0.79% | 25 |
|
|
2024
Q4 | $2.05M | Buy |
3,501
+11
| +0.3% | +$6.44K | 0.66% | 25 |
|
|
2024
Q3 | $2M | Buy |
3,490
+203
| +6% | +$116K | 0.67% | 23 |
|
|
2024
Q2 | $1.66M | Buy |
3,287
+18
| +0.6% | +$9.08K | 0.61% | 22 |
|
|
2024
Q1 | $1.59M | Buy |
3,269
+50
| +2% | +$24.3K | 0.61% | 23 |
|
|
2023
Q4 | $1.14M | Buy |
3,219
+18
| +0.6% | +$6.37K | 0.49% | 27 |
|
|
2023
Q3 | $961K | Buy |
3,201
+13
| +0.4% | +$3.9K | 0.45% | 28 |
|
|
2023
Q2 | $915K | Buy |
3,188
+124
| +4% | +$35.6K | 0.42% | 27 |
|
|
2023
Q1 | $649K | Sell |
3,064
-46
| -1% | -$9.75K | 0.33% | 30 |
|
|
2022
Q4 | $374K | Sell |
3,110
-7
| -0.2% | -$842 | 0.2% | 41 |
|
|
2022
Q3 | $423K | Sell |
3,117
-1,084
| -26% | -$147K | 0.25% | 39 |
|
|
2022
Q2 | $677K | Buy |
4,201
+1,067
| +34% | +$172K | 0.35% | 30 |
|
|
2022
Q1 | $697K | Sell |
3,134
-560
| -15% | -$125K | 0.3% | 32 |
|
|
2021
Q4 | $1.24M | Buy |
3,694
+105
| +3% | +$35.3K | 0.52% | 27 |
|
|
2021
Q3 | $1.22M | Buy |
3,589
+302
| +9% | +$102K | 0.58% | 26 |
|
|
2021
Q2 | $1.14M | Buy |
3,287
+42
| +1% | +$14.6K | 0.55% | 26 |
|
|
2021
Q1 | $956K | Sell |
3,245
-1,063
| -25% | -$313K | 0.52% | 26 |
|
|
2020
Q4 | $1.18M | Sell |
4,308
-26
| -0.6% | -$7.1K | 0.65% | 25 |
|
|
2020
Q3 | $1.14M | Buy |
4,334
+23
| +0.5% | +$6.02K | 0.73% | 23 |
|
|
2020
Q2 | $979K | Buy |
4,311
+1,188
| +38% | +$270K | 0.72% | 23 |
|
|
2020
Q1 | $521K | Sell |
3,123
-37
| -1% | -$6.17K | 0.52% | 21 |
|
|
2019
Q4 | $649K | Hold |
3,160
| – | – | 0.54% | 21 |
|
|
2019
Q3 | $563K | Sell |
3,160
-858
| -21% | -$153K | 0.55% | 19 |
|
|
2019
Q2 | $775K | Buy |
4,018
+339
| +9% | +$65.4K | 0.76% | 16 |
|
|
2019
Q1 | $613K | Buy |
3,679
+132
| +4% | +$22K | 0.64% | 17 |
|
|
2018
Q4 | $465K | Buy |
+3,547
| New | +$465K | 0.58% | 19 |
|