Denver PWM’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 | $408K | Buy |
+552
| New | +$408K | 0.13% | 53 |
|
2025
Q1 | – | Sell |
-253
| Closed | -$148K | – | 167 |
|
2024
Q4 | $148K | Sell |
253
-36
| -12% | -$21.1K | 0.06% | 62 |
|
2024
Q3 | $166K | Sell |
289
-53
| -15% | -$30.4K | 0.06% | 62 |
|
2024
Q2 | $172K | Sell |
342
-184
| -35% | -$92.7K | 0.07% | 64 |
|
2024
Q1 | $272K | Sell |
526
-112
| -18% | -$57.9K | 0.11% | 80 |
|
2023
Q4 | $221K | Buy |
+638
| New | +$221K | 0.1% | 76 |
|
2023
Q3 | – | Sell |
-739
| Closed | -$218K | – | 97 |
|
2023
Q2 | $218K | Buy |
+739
| New | +$218K | 0.09% | 88 |
|