BWM
Birchcreek 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 | $655K | Sell |
887
-103
| -10% | -$76K | 0.37% | 48 |
|
|
2025
Q1 | $571K | Sell |
990
-41
| -4% | -$23.6K | 0.36% | 52 |
|
|
2024
Q4 | $604K | Buy |
1,031
+186
| +22% | +$109K | 0.38% | 49 |
|
|
2024
Q3 | $484K | Buy |
845
+334
| +65% | +$191K | 0.32% | 62 |
|
|
2024
Q2 | $258K | Buy |
511
+50
| +11% | +$25.2K | 0.15% | 126 |
|
|
2024
Q1 | $224K | Buy |
+461
| New | +$224K | 0.12% | 141 |
|
|
2023
Q1 | – | Sell |
-2,585
| Closed | -$311K | – | 135 |
|
|
2022
Q4 | $311K | Buy |
+2,585
| New | +$311K | 0.28% | 91 |
|
|
2021
Q3 | – | Sell |
-589
| Closed | -$205K | – | 120 |
|
|
2021
Q2 | $205K | Buy |
+589
| New | +$205K | 0.2% | 115 |
|
|
2021
Q1 | – | Sell |
-726
| Closed | -$198K | – | 218 |
|
|
2020
Q4 | $198K | Buy |
+726
| New | +$198K | 0.19% | 99 |
|