PWM
Prosperity 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 | $3.36M | Buy |
4,549
+232
| +5% | +$171K | 1.24% | 15 |
|
|
2025
Q1 | $2.49M | Buy |
4,317
+912
| +27% | +$526K | 1.17% | 14 |
|
|
2024
Q4 | $1.99M | Buy |
3,405
+228
| +7% | +$133K | 0.82% | 20 |
|
|
2024
Q3 | $1.82M | Sell |
3,177
-286
| -8% | -$164K | 0.73% | 20 |
|
|
2024
Q2 | $1.75M | Buy |
3,463
+1,588
| +85% | +$801K | 0.86% | 20 |
|
|
2024
Q1 | $910K | Buy |
1,875
+1,185
| +172% | +$575K | 0.43% | 40 |
|
|
2023
Q4 | $244K | Sell |
690
-1,497
| -68% | -$530K | 0.16% | 102 |
|
|
2023
Q3 | $657K | Buy |
2,187
+741
| +51% | +$222K | 0.42% | 40 |
|
|
2023
Q2 | $415K | Buy |
1,446
+486
| +51% | +$139K | 0.27% | 52 |
|
|
2023
Q1 | $203K | Buy |
+960
| New | +$203K | 0.16% | 113 |
|