PWM
Prentice 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 | $1.3M | Sell |
1,758
-20
| -1% | -$14.8K | 0.34% | 39 |
|
|
2025
Q1 | $1.02M | Buy |
1,778
+176
| +11% | +$101K | 0.3% | 42 |
|
|
2024
Q4 | $938K | Sell |
1,602
-4
| -0.2% | -$2.34K | 0.27% | 45 |
|
|
2024
Q3 | $919K | Sell |
1,606
-181
| -10% | -$104K | 0.27% | 47 |
|
|
2024
Q2 | $901K | Sell |
1,787
-11
| -0.6% | -$5.55K | 0.29% | 43 |
|
|
2024
Q1 | $873K | Buy |
1,798
+70
| +4% | +$34K | 0.3% | 46 |
|
|
2023
Q4 | $612K | Sell |
1,728
-8
| -0.5% | -$2.83K | 0.24% | 49 |
|
|
2023
Q3 | $521K | Buy |
1,736
+5
| +0.3% | +$1.5K | 0.24% | 52 |
|
|
2023
Q2 | $497K | Sell |
1,731
-464
| -21% | -$133K | 0.23% | 53 |
|
|
2023
Q1 | $465K | Buy |
2,195
+191
| +10% | +$40.5K | 0.22% | 52 |
|
|
2022
Q4 | $241K | Buy |
2,004
+135
| +7% | +$16.2K | 0.12% | 90 |
|
|
2022
Q3 | $251K | Buy |
1,869
+272
| +17% | +$36.5K | 0.14% | 81 |
|
|
2022
Q2 | $258K | Buy |
1,597
+375
| +31% | +$60.6K | 0.26% | 40 |
|
|
2022
Q1 | $274K | Buy |
1,222
+78
| +7% | +$17.5K | 0.13% | 80 |
|
|
2021
Q4 | $383K | Sell |
1,144
-331
| -22% | -$111K | 0.18% | 57 |
|
|
2021
Q3 | $501K | Hold |
1,475
| – | – | 0.24% | 45 |
|
|
2021
Q2 | $513K | Sell |
1,475
-151
| -9% | -$52.5K | 0.26% | 38 |
|
|
2021
Q1 | $479K | Buy |
+1,626
| New | +$479K | 0.27% | 39 |
|