BBPWM
Blue Bell Private 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 | $831K | Sell |
1,126
-43
| -4% | -$31.7K | 0.14% | 93 |
|
|
2025
Q1 | $674K | Buy |
1,169
+100
| +9% | +$57.7K | 0.13% | 103 |
|
|
2024
Q4 | $626K | Sell |
1,069
-1
| -0.1% | -$586 | 0.12% | 104 |
|
|
2024
Q3 | $613K | Buy |
1,070
+29
| +3% | +$16.6K | 0.12% | 105 |
|
|
2024
Q2 | $525K | Hold |
1,041
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $506K | Buy |
+1,041
| New | +$506K | 0.11% | 109 |
|
|
2023
Q4 | – | Sell |
-796
| Closed | -$239K | – | 725 |
|
|
2023
Q3 | $239K | Sell |
796
-66
| -8% | -$19.8K | 0.06% | 129 |
|
|
2023
Q2 | $247K | Buy |
862
+250
| +41% | +$71.7K | 0.07% | 126 |
|
|
2023
Q1 | $130K | Sell |
612
-200
| -25% | -$42.4K | 0.04% | 153 |
|
|
2022
Q4 | $97.7K | Sell |
812
-200
| -20% | -$24.1K | 0.03% | 165 |
|
|
2022
Q3 | $137K | Hold |
1,012
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $163K | Buy |
1,012
+283
| +39% | +$45.6K | 0.05% | 115 |
|
|
2022
Q1 | $162K | Sell |
729
-25
| -3% | -$5.56K | 0.05% | 117 |
|
|
2021
Q4 | $254K | Buy |
+754
| New | +$254K | 0.07% | 92 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 200 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 211 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 220 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 214 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 219 |
|
|
2016
Q4 | – | Sell |
-3,865
| Closed | -$496K | – | 338 |
|
|
2016
Q3 | $496K | Hold |
3,865
| – | – | 0.29% | 52 |
|
|
2016
Q2 | $442K | Buy |
3,865
+588
| +18% | +$67.2K | 0.28% | 52 |
|
|
2016
Q1 | $374K | Buy |
3,277
+12
| +0.4% | +$1.37K | 0.25% | 69 |
|
|
2015
Q4 | $342K | Buy |
3,265
+200
| +7% | +$20.9K | 0.23% | 74 |
|
|
2015
Q3 | $276K | Buy |
3,065
+700
| +30% | +$63K | 0.19% | 75 |
|
|
2015
Q2 | $203K | Sell |
2,365
-275
| -10% | -$23.6K | 0.12% | 91 |
|
|
2015
Q1 | $217K | Sell |
2,640
-100
| -4% | -$8.22K | 0.13% | 88 |
|
|
2014
Q4 | $213K | Sell |
2,740
-35
| -1% | -$2.72K | 0.12% | 92 |
|
|
2014
Q3 | $219K | Sell |
2,775
-5
| -0.2% | -$395 | 0.13% | 95 |
|
|
2014
Q2 | $187K | Hold |
2,780
| – | – | 0.11% | 108 |
|
|
2014
Q1 | $167K | Sell |
2,780
-100
| -3% | -$6.01K | 0.11% | 97 |
|
|
2013
Q4 | $157K | Buy |
+2,880
| New | +$157K | 0.12% | 95 |
|