SWM
SFG 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 | $636K | Hold |
862
| – | – | 0.38% | 43 |
|
|
2025
Q1 | $497K | Sell |
862
-10
| -1% | -$5.76K | 0.24% | 73 |
|
|
2024
Q4 | $511K | Sell |
872
-13
| -1% | -$7.61K | 0.27% | 54 |
|
|
2024
Q3 | $507K | Hold |
885
| – | – | 0.27% | 55 |
|
|
2024
Q2 | $446K | Hold |
885
| – | – | 0.25% | 56 |
|
|
2024
Q1 | $430K | Buy |
885
+41
| +5% | +$19.9K | 0.26% | 55 |
|
|
2023
Q4 | $299K | Hold |
844
| – | – | 0.2% | 74 |
|
|
2023
Q3 | $253K | Buy |
844
+1
| +0.1% | +$300 | 0.2% | 75 |
|
|
2023
Q2 | $242K | Buy |
+843
| New | +$242K | 0.2% | 80 |
|
|
2022
Q1 | – | Sell |
-921
| Closed | -$310K | – | 97 |
|
|
2021
Q4 | $310K | Buy |
+921
| New | +$310K | 0.28% | 73 |
|