LWM
Lodestone 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 | $2.57M | Buy |
3,482
+54
| +2% | +$39.9K | 1.25% | 23 |
|
|
2025
Q1 | $1.98M | Buy |
3,428
+2
| +0.1% | +$1.15K | 1.05% | 36 |
|
|
2024
Q4 | $2.01M | Buy |
+3,426
| New | +$2.01M | 1.01% | 37 |
|
|
2023
Q2 | – | Sell |
-3,531
| Closed | -$748K | – | 131 |
|
|
2023
Q1 | $748K | Hold |
3,531
| – | – | 0.58% | 53 |
|
|
2022
Q4 | $425K | Buy |
+3,531
| New | +$425K | 0.34% | 72 |
|