TBWA
Three Bridge Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Buy |
39,590
+1,769
| +5% | +$1.31M | 7.7% | 2 |
|
|
2025
Q1 | $21.8M | Buy |
37,821
+25,106
| +197% | +$14.5M | 7.59% | 2 |
|
|
2024
Q4 | $7.44M | Hold |
12,715
| – | – | 2.61% | 12 |
|
|
2024
Q3 | $7.28M | Hold |
12,715
| – | – | 2.69% | 12 |
|
|
2024
Q2 | $6.41M | Sell |
12,715
-2,695
| -17% | -$1.36M | 2.54% | 12 |
|
|
2024
Q1 | $7.48M | Sell |
15,410
-3,400
| -18% | -$1.65M | 2.95% | 8 |
|
|
2023
Q4 | $6.66M | Buy |
18,810
+182
| +1% | +$64.4K | 2.3% | 10 |
|
|
2023
Q3 | $5.59M | Buy |
18,628
+6,868
| +58% | +$2.06M | 2.32% | 12 |
|
|
2023
Q2 | $3.37M | Hold |
11,760
| – | – | 1.43% | 17 |
|
|
2023
Q1 | $2.49M | Buy |
11,760
+3,400
| +41% | +$721K | 1.16% | 18 |
|
|
2022
Q4 | $1.01M | Sell |
8,360
-1,850
| -18% | -$223K | 0.54% | 36 |
|
|
2022
Q3 | $1.39M | Hold |
10,210
| – | – | 0.7% | 29 |
|
|
2022
Q2 | $1.65M | Hold |
10,210
| – | – | 0.81% | 26 |
|
|
2022
Q1 | $2.27M | Buy |
+10,210
| New | +$2.27M | 0.63% | 18 |
|