MWM
Mattern 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 | $674K | Sell |
913
-23
| -2% | -$17K | 0.14% | 75 |
|
|
2025
Q1 | $540K | Sell |
936
-5
| -0.5% | -$2.88K | 0.12% | 92 |
|
|
2024
Q4 | $551K | Hold |
941
| – | – | 0.12% | 93 |
|
|
2024
Q3 | $539K | Buy |
941
+10
| +1% | +$5.72K | 0.12% | 100 |
|
|
2024
Q2 | $469K | Buy |
931
+5
| +0.5% | +$2.52K | 0.11% | 106 |
|
|
2024
Q1 | $450K | Hold |
926
| – | – | 0.11% | 114 |
|
|
2023
Q4 | $328K | Hold |
926
| – | – | 0.08% | 132 |
|
|
2023
Q3 | $278K | Sell |
926
-13
| -1% | -$3.9K | 0.08% | 138 |
|
|
2023
Q2 | $269K | Sell |
939
-20
| -2% | -$5.74K | 0.08% | 142 |
|
|
2023
Q1 | $203K | Buy |
+959
| New | +$203K | 0.07% | 167 |
|
|
2022
Q3 | – | Sell |
-1,314
| Closed | -$212K | – | 161 |
|
|
2022
Q2 | $212K | Buy |
1,314
+5
| +0.4% | +$807 | 0.08% | 145 |
|
|
2022
Q1 | $291K | Buy |
1,309
+6
| +0.5% | +$1.33K | 0.1% | 131 |
|
|
2021
Q4 | $438K | Buy |
1,303
+4
| +0.3% | +$1.35K | 0.13% | 116 |
|
|
2021
Q3 | $441K | Hold |
1,299
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $443K | Buy |
1,299
+26
| +2% | +$8.87K | 0.14% | 122 |
|
|
2021
Q1 | $375K | Sell |
1,273
-17
| -1% | -$5.01K | 0.13% | 123 |
|
|
2020
Q4 | $352K | Sell |
1,290
-3
| -0.2% | -$819 | 0.13% | 121 |
|
|
2020
Q3 | $339K | Sell |
1,293
-50
| -4% | -$13.1K | 0.15% | 119 |
|
|
2020
Q2 | $305K | Sell |
1,343
-8
| -0.6% | -$1.82K | 0.15% | 113 |
|
|
2020
Q1 | $225K | Buy |
1,351
+68
| +5% | +$11.3K | 0.16% | 110 |
|
|
2019
Q4 | $263K | Buy |
+1,283
| New | +$263K | 0.16% | 116 |
|