JWM
Jackson 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 | $13.6M | Buy |
18,433
+6,554
| +55% | +$4.84M | 1.48% | 16 |
|
|
2025
Q1 | $6.85M | Sell |
11,879
-614
| -5% | -$354K | 0.83% | 32 |
|
|
2024
Q4 | $7.32M | Buy |
12,493
+2,069
| +20% | +$1.21M | 0.83% | 33 |
|
|
2024
Q3 | $5.97M | Buy |
10,424
+4,355
| +72% | +$2.49M | 0.71% | 39 |
|
|
2024
Q2 | $3.06M | Buy |
6,069
+4,836
| +392% | +$2.44M | 0.66% | 42 |
|
|
2024
Q1 | $599K | Buy |
+1,233
| New | +$599K | 0.07% | 100 |
|
|
2023
Q4 | – | Sell |
-671
| Closed | -$201K | – | 150 |
|
|
2023
Q3 | $201K | Buy |
+671
| New | +$201K | 0.03% | 136 |
|
|
2022
Q2 | – | Sell |
-25,854
| Closed | -$5.75M | – | 108 |
|
|
2022
Q1 | $5.75M | Sell |
25,854
-15,082
| -37% | -$3.35M | 0.8% | 35 |
|
|
2021
Q4 | $13.8M | Buy |
40,936
+793
| +2% | +$267K | 1.74% | 17 |
|
|
2021
Q3 | $158K | Sell |
40,143
-9,802
| -20% | -$38.6K | 1.91% | 10 |
|
|
2021
Q2 | $17.4M | Buy |
49,945
+4,310
| +9% | +$1.5M | 2.2% | 13 |
|
|
2021
Q1 | $13.4M | Buy |
45,635
+21,304
| +88% | +$6.27M | 2.01% | 14 |
|
|
2020
Q4 | $6.65M | Buy |
24,331
+1,647
| +7% | +$450K | 0.91% | 28 |
|
|
2020
Q3 | $5.94M | Buy |
22,684
+3,710
| +20% | +$972K | 0.89% | 29 |
|
|
2020
Q2 | $4.31M | Buy |
18,974
+1,587
| +9% | +$360K | 0.77% | 30 |
|
|
2020
Q1 | $3.71M | Sell |
17,387
-16,526
| -49% | -$3.53M | 0.78% | 29 |
|
|
2019
Q4 | $7.39M | Buy |
33,913
+10,426
| +44% | +$2.27M | 1.23% | 21 |
|
|
2019
Q3 | $4.23M | Buy |
23,487
+8,304
| +55% | +$1.5M | 0.89% | 30 |
|
|
2019
Q2 | $2.98M | Buy |
15,183
+1,545
| +11% | +$303K | 0.65% | 40 |
|
|
2019
Q1 | $2.27M | Sell |
13,638
-656
| -5% | -$109K | 0.56% | 52 |
|
|
2018
Q4 | $1.88M | Sell |
14,294
-1,357
| -9% | -$179K | 0.56% | 48 |
|
|
2018
Q3 | $2.57M | Sell |
15,651
-9,473
| -38% | -$1.56M | 0.54% | 44 |
|
|
2018
Q2 | $5.46M | Buy |
25,124
+6,951
| +38% | +$1.51M | 1.27% | 24 |
|
|
2018
Q1 | $2.82M | Buy |
+18,173
| New | +$2.82M | 0.79% | 31 |
|