JPWM
Jamison Private 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 | $10.5M | Buy |
14,242
+177
| +1% | +$131K | 1.51% | 19 |
|
|
2025
Q1 | $8.11M | Buy |
14,065
+254
| +2% | +$146K | 1.24% | 28 |
|
|
2024
Q4 | $8.09M | Buy |
13,811
+206
| +2% | +$121K | 1.19% | 31 |
|
|
2024
Q3 | $7.79M | Buy |
13,605
+505
| +4% | +$289K | 1.19% | 30 |
|
|
2024
Q2 | $6.61M | Sell |
13,100
-273
| -2% | -$138K | 1.1% | 32 |
|
|
2024
Q1 | $6.49M | Buy |
13,373
+207
| +2% | +$101K | 1.1% | 32 |
|
|
2023
Q4 | $4.66M | Sell |
13,166
-53
| -0.4% | -$18.8K | 0.87% | 36 |
|
|
2023
Q3 | $3.97M | Buy |
+13,219
| New | +$3.97M | 0.82% | 40 |
|