DWM
Darwin 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 | $392K | Sell |
531
-73
| -12% | -$53.9K | 0.14% | 101 |
|
|
2025
Q1 | $354K | Hold |
604
| – | – | 0.12% | 105 |
|
|
2024
Q4 | $354K | Buy |
604
+215
| +55% | +$126K | 0.12% | 105 |
|
|
2024
Q3 | $223K | Buy |
+389
| New | +$223K | 0.06% | 131 |
|
|
2022
Q4 | – | Sell |
-2,753
| Closed | -$369K | – | 168 |
|
|
2022
Q3 | $369K | Sell |
2,753
-164
| -6% | -$22K | 0.09% | 118 |
|
|
2022
Q2 | $467K | Sell |
2,917
-366
| -11% | -$58.6K | 0.09% | 114 |
|
|
2022
Q1 | $730K | Buy |
3,283
+456
| +16% | +$101K | 0.12% | 103 |
|
|
2021
Q4 | $895K | Buy |
2,827
+435
| +18% | +$138K | 0.14% | 95 |
|
|
2021
Q3 | $812K | Sell |
2,392
-53
| -2% | -$18K | 0.13% | 95 |
|
|
2021
Q2 | $850K | Sell |
2,445
-18,015
| -88% | -$6.26M | 0.14% | 92 |
|
|
2021
Q1 | $6.03M | Buy |
20,460
+1,254
| +7% | +$369K | 1.05% | 23 |
|
|
2020
Q4 | $5.25M | Buy |
19,206
+3,240
| +20% | +$885K | 0.99% | 25 |
|
|
2020
Q3 | $4.18M | Buy |
15,966
+11,617
| +267% | +$3.04M | 0.9% | 26 |
|
|
2020
Q2 | $987K | Buy |
4,349
+2,648
| +156% | +$601K | 0.25% | 78 |
|
|
2020
Q1 | $283K | Buy |
+1,701
| New | +$283K | 0.09% | 108 |
|