YWM
Yoder 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 | $1.24M | Buy |
1,675
+183
| +12% | +$135K | 0.64% | 42 |
|
2025
Q1 | $860K | Buy |
1,492
+8
| +0.5% | +$4.61K | 0.48% | 48 |
|
2024
Q4 | $869K | Buy |
1,484
+69
| +5% | +$40.4K | 0.48% | 48 |
|
2024
Q3 | $810K | Buy |
1,415
+111
| +9% | +$63.5K | 0.49% | 47 |
|
2024
Q2 | $658K | Sell |
1,304
-78
| -6% | -$39.3K | 0.43% | 50 |
|
2024
Q1 | $671K | Sell |
1,382
-14
| -1% | -$6.8K | 0.44% | 48 |
|
2023
Q4 | $494K | Buy |
1,396
+12
| +0.9% | +$4.25K | 0.35% | 53 |
|
2023
Q3 | $415K | Buy |
1,384
+72
| +5% | +$21.6K | 0.34% | 55 |
|
2023
Q2 | $377K | Hold |
1,312
| – | – | 0.3% | 56 |
|
2023
Q1 | $278K | Buy |
+1,312
| New | +$278K | 0.23% | 59 |
|