XWM
Xcel 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 | $3.18M | Buy |
4,308
+80
| +2% | +$59K | 0.91% | 32 |
|
|
2025
Q1 | $2.44M | Sell |
4,228
-626
| -13% | -$361K | 0.76% | 33 |
|
|
2024
Q4 | $2.84M | Sell |
4,854
-150
| -3% | -$87.8K | 0.79% | 31 |
|
|
2024
Q3 | $2.86M | Buy |
5,004
+60
| +1% | +$34.3K | 0.84% | 30 |
|
|
2024
Q2 | $2.49M | Sell |
4,944
-70
| -1% | -$35.3K | 0.78% | 35 |
|
|
2024
Q1 | $2.43M | Sell |
5,014
-1,146
| -19% | -$556K | 0.76% | 33 |
|
|
2023
Q4 | $2.18M | Sell |
6,160
-119
| -2% | -$42.1K | 0.76% | 35 |
|
|
2023
Q3 | $1.89M | Sell |
6,279
-3,859
| -38% | -$1.16M | 0.74% | 36 |
|
|
2023
Q2 | $2.91M | Sell |
10,138
-105
| -1% | -$30.1K | 0.92% | 29 |
|
|
2023
Q1 | $2.17M | Buy |
10,243
+390
| +4% | +$82.7K | 0.76% | 38 |
|
|
2022
Q4 | $1.19M | Sell |
9,853
-5,271
| -35% | -$634K | 0.47% | 48 |
|
|
2022
Q3 | $2.05M | Sell |
15,124
-7,368
| -33% | -$1,000K | 0.76% | 42 |
|
|
2022
Q2 | $3.63M | Buy |
22,492
+4,566
| +25% | +$736K | 1.32% | 23 |
|
|
2022
Q1 | $3.99M | Buy |
17,926
+7,720
| +76% | +$1.72M | 1.09% | 28 |
|
|
2021
Q4 | $3.43M | Sell |
10,206
-3,039
| -23% | -$1.02M | 0.88% | 35 |
|
|
2021
Q3 | $4.5M | Buy |
13,245
+591
| +5% | +$201K | 1.3% | 26 |
|
|
2021
Q2 | $4.4M | Sell |
12,654
-1,076
| -8% | -$374K | 1.33% | 25 |
|
|
2021
Q1 | $4.04M | Sell |
13,730
-164
| -1% | -$48.3K | 1.44% | 24 |
|
|
2020
Q4 | $3.8M | Sell |
13,894
-855
| -6% | -$234K | 1.64% | 20 |
|
|
2020
Q3 | $3.86M | Sell |
14,749
-2,060
| -12% | -$539K | 1.99% | 16 |
|
|
2020
Q2 | $3.82M | Sell |
16,809
-702
| -4% | -$159K | 2.37% | 12 |
|
|
2020
Q1 | $2.92M | Buy |
17,511
+4,407
| +34% | +$735K | 2.63% | 10 |
|
|
2019
Q4 | $2.69M | Sell |
13,104
-94
| -0.7% | -$19.3K | 2.23% | 16 |
|
|
2019
Q3 | $2.35M | Buy |
13,198
+1,400
| +12% | +$249K | 2.18% | 16 |
|
|
2019
Q2 | $2.28M | Buy |
11,798
+2,605
| +28% | +$503K | 2.23% | 15 |
|
|
2019
Q1 | $1.53M | Sell |
9,193
-826
| -8% | -$138K | 1.58% | 20 |
|
|
2018
Q4 | $1.31M | Buy |
+10,019
| New | +$1.31M | 1.61% | 21 |
|