MSWM
Mowery & Schoenfeld 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 | $255K | Sell |
345
-7
| -2% | -$5.17K | 0.39% | 37 |
|
|
2025
Q1 | $203K | Buy |
352
+7
| +2% | +$4.04K | 0.4% | 47 |
|
|
2024
Q4 | $202K | Buy |
345
+69
| +25% | +$40.4K | 0.39% | 44 |
|
|
2024
Q3 | $158K | Buy |
276
+224
| +431% | +$128K | 0.25% | 49 |
|
|
2024
Q2 | $26.2K | Buy |
52
+51
| +5,100% | +$25.7K | 0.04% | 134 |
|
|
2024
Q1 | $486 | Hold |
1
| – | – | ﹤0.01% | 148 |
|
|
2023
Q4 | $354 | Buy |
+1
| New | +$354 | ﹤0.01% | 159 |
|