SWM
Sugarloaf Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $348K | Buy |
594
+109
| +22% | +$63.8K | 0.07% | 118 |
|
|
2024
Q3 | $278K | Buy |
485
+75
| +18% | +$42.9K | 0.05% | 127 |
|
|
2024
Q2 | $207K | Sell |
410
-99
| -19% | -$49.9K | 0.04% | 142 |
|
|
2024
Q1 | $247K | Buy |
509
+334
| +191% | +$162K | 0.05% | 125 |
|
|
2023
Q4 | $61.9K | Hold |
175
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $52.5K | Sell |
175
-62
| -26% | -$18.6K | 0.01% | 285 |
|
|
2023
Q2 | $68K | Buy |
237
+62
| +35% | +$17.8K | 0.02% | 249 |
|
|
2023
Q1 | $37.1K | Sell |
175
-96
| -35% | -$20.3K | 0.01% | 328 |
|
|
2022
Q4 | $32.6K | Sell |
271
-4
| -1% | -$481 | 0.01% | 340 |
|
|
2022
Q3 | $38K | Sell |
275
-14
| -5% | -$1.94K | 0.01% | 325 |
|
|
2022
Q2 | $47K | Buy |
+289
| New | +$47K | 0.01% | 287 |
|
|
2022
Q1 | – | Sell |
-458
| Closed | -$154K | – | 742 |
|
|
2021
Q4 | $154K | Buy |
458
+268
| +141% | +$90.1K | 0.04% | 152 |
|
|
2021
Q3 | $64K | Buy |
190
+42
| +28% | +$14.1K | 0.02% | 240 |
|
|
2021
Q2 | $51K | Buy |
148
+23
| +18% | +$7.93K | 0.01% | 265 |
|
|
2021
Q1 | $37 | Hold |
125
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $34K | Buy |
125
+4
| +3% | +$1.09K | 0.01% | 299 |
|
|
2020
Q3 | $32K | Sell |
121
-100
| -45% | -$26.4K | 0.01% | 299 |
|
|
2020
Q2 | $50K | Hold |
221
| – | – | 0.02% | 234 |
|
|
2020
Q1 | $37K | Sell |
221
-77
| -26% | -$12.9K | 0.02% | 251 |
|
|
2019
Q4 | $61K | Buy |
+298
| New | +$61K | 0.03% | 230 |
|