MRWM
ML&R Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $777K | Sell |
1,600
-220
| -12% | -$107K | 0.18% | 33 |
|
|
2023
Q4 | $644K | Buy |
1,820
+9
| +0.5% | +$3.19K | 0.15% | 39 |
|
|
2023
Q3 | $544K | Buy |
1,811
+11
| +0.6% | +$3.3K | 0.14% | 35 |
|
|
2023
Q2 | $517K | Hold |
1,800
| – | – | 0.11% | 59 |
|
|
2023
Q1 | $382K | Buy |
+1,800
| New | +$382K | 0.1% | 46 |
|
|
2022
Q1 | – | Sell |
-738
| Closed | -$248K | – | 57 |
|
|
2021
Q4 | $248K | Buy |
+738
| New | +$248K | 0.09% | 40 |
|