MWM
Mascoma 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 | $646K | Hold |
875
| – | – | 0.15% | 43 |
|
|
2025
Q1 | $504K | Hold |
875
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $512K | Buy |
875
+64
| +8% | +$37.5K | 0.13% | 53 |
|
|
2024
Q3 | $464K | Hold |
811
| – | – | 0.12% | 59 |
|
|
2024
Q2 | $409K | Hold |
811
| – | – | 0.11% | 64 |
|
|
2024
Q1 | $394K | Hold |
811
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $287K | Hold |
811
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $243K | Hold |
811
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $254K | Sell |
811
-82
| -9% | -$25.6K | 0.08% | 89 |
|
|
2023
Q1 | $215K | Hold |
893
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $107K | Sell |
893
-57
| -6% | -$6.86K | 0.03% | 156 |
|
|
2022
Q3 | $129K | Sell |
950
-189
| -17% | -$25.7K | 0.04% | 143 |
|
|
2022
Q2 | $184K | Sell |
1,139
-98
| -8% | -$15.8K | 0.06% | 118 |
|
|
2022
Q1 | $275K | Buy |
1,237
+87
| +8% | +$19.3K | 0.09% | 102 |
|
|
2021
Q4 | $387K | Buy |
1,150
+156
| +16% | +$52.5K | 0.13% | 73 |
|
|
2021
Q3 | $337K | Sell |
994
-15
| -1% | -$5.09K | 0.13% | 82 |
|
|
2021
Q2 | $351K | Buy |
1,009
+24
| +2% | +$8.35K | 0.15% | 77 |
|
|
2021
Q1 | $290K | Buy |
+985
| New | +$290K | 0.12% | 87 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$21K | – | 243 |
|
|
2019
Q2 | $21K | Hold |
111
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $19K | Hold |
111
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $15K | Sell |
111
-6
| -5% | -$811 | 0.01% | 233 |
|
|
2018
Q3 | $19K | Sell |
117
-104
| -47% | -$16.9K | 0.01% | 239 |
|
|
2018
Q2 | $43K | Buy |
221
+21
| +11% | +$4.09K | 0.03% | 164 |
|
|
2018
Q1 | $32K | Sell |
200
-1,306
| -87% | -$209K | 0.02% | 179 |
|
|
2017
Q4 | $287K | Hold |
1,506
| – | – | 0.18% | 56 |
|
|
2017
Q3 | $257K | Buy |
1,506
+4
| +0.3% | +$683 | 0.17% | 60 |
|
|
2017
Q2 | $227K | Buy |
1,502
+106
| +8% | +$16K | 0.15% | 65 |
|
|
2017
Q1 | $198K | Hold |
1,396
| – | – | 0.14% | 64 |
|
|
2016
Q4 | $161K | Buy |
+1,396
| New | +$161K | 0.12% | 76 |
|