DWM
Diversify 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 | $22.4M | Buy |
28,345
+1,602
| +6% | +$1.27M | 1.38% | 10 |
|
2025
Q1 | $14.8M | Buy |
26,743
+1,703
| +7% | +$944K | 1.1% | 15 |
|
2024
Q4 | $15.4M | Buy |
25,040
+11,893
| +90% | +$7.32M | 1.2% | 15 |
|
2024
Q3 | $7.41M | Buy |
13,147
+8,566
| +187% | +$4.83M | 0.71% | 32 |
|
2024
Q2 | $2.18M | Buy |
+4,581
| New | +$2.18M | 0.27% | 92 |
|