BKM Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Hold |
533
| – | – | 0.15% | 116 |
|
2025
Q1 | $307K | Sell |
533
-13
| -2% | -$7.49K | 0.13% | 125 |
|
2024
Q4 | $320K | Buy |
546
+35
| +7% | +$20.5K | 0.13% | 129 |
|
2024
Q3 | $293K | Buy |
+511
| New | +$293K | 0.12% | 136 |
|
2024
Q2 | – | Sell |
-511
| Closed | -$248K | – | 178 |
|
2024
Q1 | $248K | Hold |
511
| – | – | 0.11% | 145 |
|
2023
Q4 | $181K | Buy |
+511
| New | +$181K | 0.08% | 158 |
|