LWM
Lakeridge 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 | $683K | Buy |
925
+36
| +4% | +$26.6K | 0.31% | 59 |
|
|
2025
Q1 | $512K | Buy |
889
+314
| +55% | +$181K | 0.26% | 81 |
|
|
2024
Q4 | $337K | Buy |
575
+25
| +5% | +$14.6K | 0.17% | 107 |
|
|
2024
Q3 | $315K | Sell |
550
-6
| -1% | -$3.43K | 0.17% | 108 |
|
|
2024
Q2 | $280K | Sell |
556
-1
| -0.2% | -$504 | 0.17% | 115 |
|
|
2024
Q1 | $271K | Buy |
+557
| New | +$271K | 0.18% | 105 |
|