SWM
Spire 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 | $41.6M | Sell |
56,597
-14,299
| -20% | -$10.5M | 1.49% | 9 |
|
|
2025
Q1 | $40.9M | Sell |
70,896
-2,916
| -4% | -$1.68M | 1.31% | 10 |
|
|
2024
Q4 | $43.2M | Buy |
73,812
+7,246
| +11% | +$4.24M | 1.34% | 10 |
|
|
2024
Q3 | $38.1M | Buy |
66,566
+2,924
| +5% | +$1.67M | 1.28% | 11 |
|
|
2024
Q2 | $32.1M | Sell |
63,642
-2,363
| -4% | -$1.19M | 1.13% | 11 |
|
|
2024
Q1 | $50.5M | Sell |
66,005
-1,991
| -3% | -$1.52M | 0.92% | 26 |
|
|
2023
Q4 | $26.1M | Buy |
67,996
+7,942
| +13% | +$3.05M | 0.86% | 20 |
|
|
2023
Q3 | $18M | Buy |
60,054
+18,054
| +43% | +$5.42M | 0.69% | 28 |
|
|
2023
Q2 | $12.1M | Sell |
42,000
-5,528
| -12% | -$1.59M | 0.45% | 50 |
|
|
2023
Q1 | $10.1M | Buy |
47,528
+19,764
| +71% | +$4.19M | 0.39% | 54 |
|
|
2022
Q4 | $3.34M | Sell |
27,764
-300
| -1% | -$36.1K | 0.19% | 117 |
|
|
2022
Q3 | $3.81M | Sell |
28,064
-14,465
| -34% | -$1.96M | 0.23% | 98 |
|
|
2022
Q2 | $6.86M | Sell |
42,529
-34,461
| -45% | -$5.56M | 0.28% | 95 |
|
|
2022
Q1 | $17.2M | Sell |
76,990
-19,460
| -20% | -$4.34M | 0.46% | 46 |
|
|
2021
Q4 | $32.6M | Sell |
96,450
-29,383
| -23% | -$9.92M | 0.72% | 23 |
|
|
2021
Q3 | $42.7M | Buy |
125,833
+3,396
| +3% | +$1.15M | 1.13% | 11 |
|
|
2021
Q2 | $42.7M | Sell |
122,437
-6,039
| -5% | -$2.1M | 1.15% | 9 |
|
|
2021
Q1 | $37.5M | Buy |
+128,476
| New | +$37.5M | 1% | 12 |
|