SWM
SilverOak 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 | $4.26M | Buy |
5,774
+599
| +12% | +$442K | 0.8% | 18 |
|
|
2025
Q1 | $2.98M | Buy |
5,175
+510
| +11% | +$294K | 0.64% | 21 |
|
|
2024
Q4 | $2.73M | Buy |
4,665
+11
| +0.2% | +$6.44K | 0.59% | 25 |
|
|
2024
Q3 | $2.66M | Sell |
4,654
-432
| -8% | -$247K | 0.6% | 24 |
|
|
2024
Q2 | $2.56M | Buy |
5,086
+86
| +2% | +$43.4K | 0.62% | 23 |
|
|
2024
Q1 | $2.43M | Buy |
5,000
+233
| +5% | +$113K | 0.6% | 24 |
|
|
2023
Q4 | $1.69M | Buy |
+4,767
| New | +$1.69M | 0.46% | 29 |
|