JWM
JPL 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 | $1.27M | Sell |
1,723
-47
| -3% | -$34.7K | 0.34% | 74 |
|
|
2025
Q1 | $1.02M | Buy |
1,770
+98
| +6% | +$56.5K | 0.29% | 74 |
|
|
2024
Q4 | $979K | Buy |
+1,672
| New | +$979K | 0.28% | 75 |
|
|
2024
Q2 | $605K | Buy |
1,199
+603
| +101% | +$304K | 0.3% | 75 |
|
|
2024
Q1 | $290K | Buy |
+596
| New | +$290K | 0.16% | 94 |
|