SWMP
Signature Wealth Management Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
4,615
+93
| +2% | +$68.7K | 1.95% | 12 |
|
|
2025
Q1 | $2.61M | Buy |
4,522
+277
| +7% | +$160K | 1.71% | 12 |
|
|
2024
Q4 | $2.49M | Buy |
4,245
+12
| +0.3% | +$7.03K | 1.71% | 12 |
|
|
2024
Q3 | $2.42M | Sell |
4,233
-110
| -3% | -$63K | 1.75% | 12 |
|
|
2024
Q2 | $2.19M | Buy |
4,343
+103
| +2% | +$51.9K | 1.66% | 12 |
|
|
2024
Q1 | $2.06M | Sell |
4,240
-314
| -7% | -$152K | 1.68% | 11 |
|
|
2023
Q4 | $1.61M | Sell |
4,554
-48
| -1% | -$17K | 1.41% | 14 |
|
|
2023
Q3 | $1.38M | Sell |
4,602
-200
| -4% | -$60K | 1.35% | 16 |
|
|
2023
Q2 | $1.38M | Sell |
4,802
-597
| -11% | -$171K | 1.28% | 15 |
|
|
2023
Q1 | $1.14M | Buy |
5,399
+315
| +6% | +$66.8K | 1.06% | 22 |
|
|
2022
Q4 | $612K | Sell |
5,084
-550
| -10% | -$66.2K | 0.6% | 48 |
|
|
2022
Q3 | $765K | Buy |
5,634
+93
| +2% | +$12.6K | 0.84% | 35 |
|
|
2022
Q2 | $893K | Buy |
5,541
+685
| +14% | +$110K | 0.91% | 27 |
|
|
2022
Q1 | $1.08M | Buy |
4,856
+3,773
| +348% | +$839K | 0.92% | 28 |
|
|
2021
Q4 | $364K | Buy |
1,083
+236
| +28% | +$79.3K | 0.31% | 73 |
|
|
2021
Q3 | $287K | Buy |
+847
| New | +$287K | 0.26% | 83 |
|