PWA
Primoris Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Sell |
8,168
-85
| -1% | -$62.7K | 4.11% | 3 |
|
|
2025
Q1 | $4.76M | Buy |
8,253
+1
| +0% | +$576 | 3.68% | 7 |
|
|
2024
Q4 | $4.83M | Buy |
8,252
+1,182
| +17% | +$692K | 3.68% | 7 |
|
|
2024
Q3 | $4.05M | Sell |
7,070
-1,294
| -15% | -$741K | 2.94% | 9 |
|
|
2024
Q2 | $4.22M | Sell |
8,364
-2,081
| -20% | -$1.05M | 3.37% | 7 |
|
|
2024
Q1 | $5.07M | Sell |
10,445
-99
| -0.9% | -$48K | 4.05% | 3 |
|
|
2023
Q4 | $3.73M | Buy |
10,544
+8,179
| +346% | +$2.9M | 3.52% | 7 |
|
|
2023
Q3 | $710K | Buy |
+2,365
| New | +$710K | 0.86% | 32 |
|
|
2022
Q3 | – | Sell |
-15,290
| Closed | -$2.47M | – | 66 |
|
|
2022
Q2 | $2.47M | Sell |
15,290
-3,360
| -18% | -$543K | 3.55% | 8 |
|
|
2022
Q1 | $4.13M | Buy |
+18,650
| New | +$4.13M | 3.85% | 9 |
|