SPWG
Sage Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
518
+65
| +14% | +$48K | 0.25% | 59 |
|
|
2025
Q1 | $261K | Buy |
453
+17
| +4% | +$9.8K | 0.2% | 75 |
|
|
2024
Q4 | $255K | Buy |
436
+51
| +13% | +$29.9K | 0.19% | 73 |
|
|
2024
Q3 | $220K | Buy |
+385
| New | +$220K | 0.17% | 84 |
|
|
2022
Q4 | – | Sell |
-45
| Closed | -$6K | – | 131 |
|
|
2022
Q3 | $6K | Hold |
45
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $7K | Hold |
45
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $10K | Buy |
+45
| New | +$10K | 0.01% | 145 |
|