FWA
FSM Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
4,707
+804
| +21% | +$578K | 0.55% | 37 |
|
|
2025
Q1 | $2.25M | Buy |
3,903
+266
| +7% | +$153K | 0.51% | 34 |
|
|
2024
Q4 | $2.22M | Buy |
3,637
+664
| +22% | +$406K | 0.54% | 34 |
|
|
2024
Q3 | $1.7M | Buy |
2,973
+417
| +16% | +$239K | 0.45% | 36 |
|
|
2024
Q2 | $1.29M | Buy |
2,556
+311
| +14% | +$157K | 0.43% | 43 |
|
|
2024
Q1 | $1.09M | Sell |
2,245
-28
| -1% | -$13.6K | 0.39% | 47 |
|
|
2023
Q4 | $805K | Buy |
2,273
+62
| +3% | +$21.9K | 0.34% | 54 |
|
|
2023
Q3 | $664K | Sell |
2,211
-68
| -3% | -$20.4K | 0.33% | 63 |
|
|
2023
Q2 | $680K | Buy |
2,279
+9
| +0.4% | +$2.69K | 0.34% | 62 |
|
|
2023
Q1 | $481K | Buy |
2,270
+243
| +12% | +$51.5K | 0.28% | 78 |
|
|
2022
Q4 | $244K | Sell |
2,027
-1,827
| -47% | -$220K | 0.17% | 122 |
|
|
2022
Q3 | $523K | Buy |
3,854
+1,996
| +107% | +$271K | 0.43% | 62 |
|
|
2022
Q2 | $316K | Buy |
+1,858
| New | +$316K | 0.31% | 81 |
|