MSWM
McGlone Suttner 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 | $3.08M | Buy |
4,172
+54
| +1% | +$39.9K | 0.47% | 23 |
|
|
2025
Q1 | $2.37M | Buy |
4,118
+363
| +10% | +$209K | 0.39% | 26 |
|
|
2024
Q4 | $2.2M | Buy |
3,755
+110
| +3% | +$64.4K | 0.37% | 31 |
|
|
2024
Q3 | $2.09M | Buy |
3,645
+503
| +16% | +$288K | 0.43% | 27 |
|
|
2024
Q2 | $1.11M | Sell |
3,142
-456
| -13% | -$161K | 0.23% | 51 |
|
|
2024
Q1 | $1.75M | Buy |
3,598
+456
| +15% | +$221K | 0.33% | 33 |
|
|
2023
Q4 | $1.11M | Buy |
3,142
+229
| +8% | +$81.1K | 0.22% | 51 |
|
|
2023
Q3 | $875K | Sell |
2,913
-153
| -5% | -$45.9K | 0.2% | 55 |
|
|
2023
Q2 | $880K | Buy |
3,066
+378
| +14% | +$108K | 0.2% | 56 |
|
|
2023
Q1 | $570K | Buy |
2,688
+639
| +31% | +$135K | 0.15% | 67 |
|
|
2022
Q4 | $247K | Buy |
+2,049
| New | +$247K | 0.08% | 113 |
|