LWAM
Legacy Wealth Asset Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Sell |
575
-4
| -0.7% | -$2.95K | 0.11% | 269 |
|
2025
Q1 | $334K | Buy |
579
+3
| +0.5% | +$1.73K | 0.09% | 286 |
|
2024
Q4 | $337K | Hold |
576
| – | – | 0.09% | 291 |
|
2024
Q3 | $330K | Sell |
576
-1
| -0.2% | -$572 | 0.09% | 292 |
|
2024
Q2 | $291K | Sell |
577
-1
| -0.2% | -$504 | 0.08% | 299 |
|
2024
Q1 | $281K | Hold |
578
| – | – | 0.08% | 306 |
|
2023
Q4 | $205K | Sell |
578
-241
| -29% | -$85.3K | 0.07% | 328 |
|
2023
Q3 | $246K | Hold |
819
| – | – | 0.09% | 300 |
|
2023
Q2 | $235K | Buy |
+819
| New | +$235K | 0.08% | 320 |
|
2022
Q2 | – | Sell |
-4,958
| Closed | -$1.1M | – | 335 |
|
2022
Q1 | $1.1M | Buy |
4,958
+670
| +16% | +$149K | 0.39% | 78 |
|
2021
Q4 | $1.44M | Buy |
4,288
+429
| +11% | +$144K | 0.49% | 42 |
|
2021
Q3 | $1.31M | Sell |
3,859
-271
| -7% | -$92K | 0.6% | 24 |
|
2021
Q2 | $1.44M | Sell |
4,130
-2,013
| -33% | -$700K | 0.64% | 17 |
|
2021
Q1 | $1.81M | Sell |
6,143
-614
| -9% | -$181K | 0.84% | 13 |
|
2020
Q4 | $1.85M | Buy |
+6,757
| New | +$1.85M | 0.93% | 12 |
|