BSW Wealth Partners’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 | $3.57M | Buy |
4,831
+63
| +1% | +$46.5K | 0.49% | 35 |
|
|
2025
Q1 | $2.75M | Sell |
4,768
-15
| -0.3% | -$8.65K | 0.42% | 38 |
|
|
2024
Q4 | $2.8M | Buy |
4,783
+182
| +4% | +$107K | 0.41% | 39 |
|
|
2024
Q3 | $2.63M | Buy |
4,601
+190
| +4% | +$109K | 0.4% | 34 |
|
|
2024
Q2 | $2.22M | Buy |
4,411
+166
| +4% | +$83.7K | 0.37% | 40 |
|
|
2024
Q1 | $2.06M | Sell |
4,245
-152
| -3% | -$73.8K | 0.35% | 44 |
|
|
2023
Q4 | $1.56M | Buy |
4,397
+130
| +3% | +$46K | 0.31% | 41 |
|
|
2023
Q3 | $1.28M | Buy |
4,267
+328
| +8% | +$98.5K | 0.29% | 46 |
|
|
2023
Q2 | $1.13M | Sell |
3,939
-90
| -2% | -$25.8K | 0.24% | 58 |
|
|
2023
Q1 | $854K | Buy |
4,029
+1,136
| +39% | +$241K | 0.17% | 82 |
|
|
2022
Q4 | $348K | Sell |
2,893
-1,629
| -36% | -$196K | 0.07% | 185 |
|
|
2022
Q3 | $614K | Buy |
4,522
+49
| +1% | +$6.65K | 0.15% | 90 |
|
|
2022
Q2 | $721K | Buy |
4,473
+145
| +3% | +$23.4K | 0.17% | 82 |
|
|
2022
Q1 | $962K | Buy |
4,328
+279
| +7% | +$62K | 0.24% | 56 |
|
|
2021
Q4 | $1.36M | Buy |
4,049
+117
| +3% | +$39.4K | 0.34% | 44 |
|
|
2021
Q3 | $1.33M | Buy |
3,932
+201
| +5% | +$68.2K | 0.37% | 37 |
|
|
2021
Q2 | $1.3M | Buy |
3,731
+197
| +6% | +$68.5K | 0.36% | 37 |
|
|
2021
Q1 | $1.04M | Buy |
3,534
+216
| +7% | +$63.6K | 0.3% | 41 |
|
|
2020
Q4 | $906K | Buy |
3,318
+13
| +0.4% | +$3.55K | 0.28% | 44 |
|
|
2020
Q3 | $866K | Buy |
3,305
+132
| +4% | +$34.6K | 0.33% | 36 |
|
|
2020
Q2 | $720K | Buy |
3,173
+1,276
| +67% | +$290K | 0.24% | 46 |
|
|
2020
Q1 | $316K | Buy |
1,897
+38
| +2% | +$6.33K | 0.13% | 77 |
|
|
2019
Q4 | $382K | Buy |
1,859
+254
| +16% | +$52.2K | 0.13% | 81 |
|
|
2019
Q3 | $286K | Buy |
1,605
+135
| +9% | +$24.1K | 0.11% | 78 |
|
|
2019
Q2 | $284K | Buy |
+1,470
| New | +$284K | 0.11% | 80 |
|
|
2017
Q4 | – | Sell |
-1,414
| Closed | -$242K | – | 94 |
|
|
2017
Q3 | $242K | Buy |
+1,414
| New | +$242K | 0.11% | 72 |
|