PWM
Palumbo 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 | $2.65M | Buy |
3,587
+242
| +7% | +$179K | 0.82% | 31 |
|
|
2025
Q1 | $1.93M | Buy |
3,345
+1,000
| +43% | +$576K | 0.64% | 42 |
|
|
2024
Q4 | $1.37M | Buy |
2,345
+1,019
| +77% | +$597K | 0.51% | 46 |
|
|
2024
Q3 | $759K | Buy |
1,326
+48
| +4% | +$27.5K | 0.3% | 67 |
|
|
2024
Q2 | $644K | Buy |
1,278
+57
| +5% | +$28.7K | 0.27% | 65 |
|
|
2024
Q1 | $593K | Buy |
1,221
+10
| +0.8% | +$4.86K | 0.27% | 70 |
|
|
2023
Q4 | $429K | Buy |
1,211
+145
| +14% | +$51.3K | 0.22% | 81 |
|
|
2023
Q3 | $320K | Sell |
1,066
-67
| -6% | -$20.1K | 0.18% | 82 |
|
|
2023
Q2 | $325K | Buy |
1,133
+67
| +6% | +$19.2K | 0.2% | 77 |
|
|
2023
Q1 | $226K | Buy |
+1,066
| New | +$226K | 0.15% | 87 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$225K | – | 88 |
|
|
2022
Q1 | $225K | Buy |
1,010
+2
| +0.2% | +$446 | 0.14% | 84 |
|
|
2021
Q4 | $339K | Sell |
1,008
-210
| -17% | -$70.6K | 0.21% | 73 |
|
|
2021
Q3 | $413K | Hold |
1,218
| – | – | 0.27% | 70 |
|
|
2021
Q2 | $424K | Buy |
1,218
+9
| +0.7% | +$3.13K | 0.28% | 70 |
|
|
2021
Q1 | $356K | Sell |
1,209
-41
| -3% | -$12.1K | 0.27% | 70 |
|
|
2020
Q4 | $341K | Buy |
+1,250
| New | +$341K | 0.28% | 66 |
|