DWM
Drive 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 | $6.92M | Buy |
9,379
+586
| +7% | +$433K | 1.52% | 14 |
|
|
2025
Q1 | $5.07M | Buy |
8,793
+1,187
| +16% | +$684K | 1.19% | 17 |
|
|
2024
Q4 | $4.45M | Buy |
7,606
+889
| +13% | +$521K | 1.09% | 18 |
|
|
2024
Q3 | $3.85M | Sell |
6,717
-193
| -3% | -$110K | 1% | 19 |
|
|
2024
Q2 | $3.48M | Buy |
6,910
+599
| +9% | +$302K | 0.94% | 21 |
|
|
2024
Q1 | $3.06M | Buy |
6,311
+285
| +5% | +$138K | 0.86% | 22 |
|
|
2023
Q4 | $2.13M | Sell |
6,026
-33
| -0.5% | -$11.7K | 0.69% | 25 |
|
|
2023
Q3 | $1.82M | Sell |
6,059
-12
| -0.2% | -$3.6K | 0.66% | 32 |
|
|
2023
Q2 | $1.74M | Sell |
6,071
-2,135
| -26% | -$613K | 0.65% | 30 |
|
|
2023
Q1 | $1.74M | Sell |
8,206
-1,858
| -18% | -$394K | 0.73% | 30 |
|
|
2022
Q4 | $1.21M | Buy |
10,064
+1,407
| +16% | +$169K | 0.61% | 38 |
|
|
2022
Q3 | $1.18M | Buy |
8,657
+802
| +10% | +$109K | 1.12% | 16 |
|
|
2022
Q2 | $1.27M | Buy |
7,855
+1,177
| +18% | +$190K | 1.16% | 14 |
|
|
2022
Q1 | $1.49M | Buy |
6,678
+3,438
| +106% | +$765K | 1.25% | 15 |
|
|
2021
Q4 | $1.09M | Buy |
+3,240
| New | +$1.09M | 0.96% | 19 |
|