BWA
Blodgett 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 | $1.16M | Buy |
1,565
+35
| +2% | +$25.8K | 0.91% | 21 |
|
|
2025
Q1 | $882K | Buy |
1,530
+190
| +14% | +$110K | 0.75% | 24 |
|
|
2024
Q4 | $785K | Buy |
1,340
+390
| +41% | +$228K | 0.62% | 26 |
|
|
2024
Q3 | $544K | Buy |
950
+7
| +0.7% | +$4.01K | 0.46% | 32 |
|
|
2024
Q2 | $475K | Sell |
943
-407
| -30% | -$205K | 0.4% | 31 |
|
|
2024
Q1 | $656K | Buy |
1,350
+125
| +10% | +$60.7K | 0.59% | 26 |
|
|
2023
Q4 | $434K | Buy |
+1,225
| New | +$434K | 0.44% | 34 |
|
|
2022
Q2 | – | Sell |
-1,345
| Closed | -$299K | – | 76 |
|
|
2022
Q1 | $299K | Hold |
1,345
| – | – | 0.25% | 61 |
|
|
2021
Q4 | $452K | Buy |
+1,345
| New | +$452K | 0.35% | 54 |
|