PWM
PBMares 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 | $440K | Hold |
596
| – | – | 0.08% | 115 |
|
|
2025
Q1 | $343K | Sell |
596
-1,091
| -65% | -$629K | 0.07% | 134 |
|
|
2024
Q4 | $987K | Sell |
1,687
-31
| -2% | -$18.1K | 0.2% | 70 |
|
|
2024
Q3 | $984K | Buy |
1,718
+18
| +1% | +$10.3K | 0.21% | 68 |
|
|
2024
Q2 | $857K | Sell |
1,700
-61
| -3% | -$30.8K | 0.21% | 75 |
|
|
2024
Q1 | $855K | Sell |
1,761
-64
| -4% | -$31.1K | 0.22% | 73 |
|
|
2023
Q4 | $646K | Buy |
1,825
+37
| +2% | +$13.1K | 0.19% | 82 |
|
|
2023
Q3 | $537K | Sell |
1,788
-129
| -7% | -$38.7K | 0.19% | 89 |
|
|
2023
Q2 | $550K | Sell |
1,917
-182
| -9% | -$52.2K | 0.2% | 92 |
|
|
2023
Q1 | $445K | Sell |
2,099
-87
| -4% | -$18.4K | 0.17% | 108 |
|
|
2022
Q4 | $263K | Sell |
2,186
-279
| -11% | -$33.6K | 0.11% | 134 |
|
|
2022
Q3 | $334K | Buy |
2,465
+73
| +3% | +$9.89K | 0.15% | 118 |
|
|
2022
Q2 | $386K | Hold |
2,392
| – | – | 0.17% | 107 |
|
|
2022
Q1 | $532K | Sell |
2,392
-25
| -1% | -$5.56K | 0.33% | 83 |
|
|
2021
Q4 | $813K | Sell |
2,417
-481
| -17% | -$162K | 0.34% | 61 |
|
|
2021
Q3 | $984K | Hold |
2,898
| – | – | 0.47% | 45 |
|
|
2021
Q2 | $1.01M | Hold |
2,898
| – | – | 0.55% | 44 |
|
|
2021
Q1 | $854K | Buy |
2,898
+662
| +30% | +$195K | 0.7% | 48 |
|
|
2020
Q4 | $611K | Hold |
2,236
| – | – | 0.7% | 57 |
|
|
2020
Q3 | $586K | Hold |
2,236
| – | – | 0.86% | 43 |
|
|
2020
Q2 | $508K | Hold |
2,236
| – | – | 0.76% | 48 |
|
|
2020
Q1 | $373K | Hold |
2,236
| – | – | 0.59% | 60 |
|
|
2019
Q4 | $459K | Buy |
+2,236
| New | +$459K | 0.55% | 63 |
|