SWM
StoneCrest 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 | $6.37M | Sell |
8,635
-50
| -0.6% | -$36.9K | 3.04% | 10 |
|
|
2025
Q1 | $5.01M | Sell |
8,685
-101
| -1% | -$58.2K | 3.18% | 10 |
|
|
2024
Q4 | $5.14M | Buy |
8,786
+166
| +2% | +$97.2K | 3.36% | 10 |
|
|
2024
Q3 | $4.93M | Buy |
8,620
+282
| +3% | +$161K | 3.59% | 10 |
|
|
2024
Q2 | $4.2M | Buy |
8,338
+6,511
| +356% | +$3.28M | 3.21% | 12 |
|
|
2024
Q1 | $887K | Buy |
1,827
+477
| +35% | +$232K | 0.77% | 32 |
|
|
2023
Q4 | $478K | Buy |
+1,350
| New | +$478K | 0.46% | 39 |
|