CWM
Cadence 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 | $1.49M | Buy |
2,014
+6
| +0.3% | +$4.43K | 0.98% | 13 |
|
|
2025
Q1 | $1.16M | Buy |
2,008
+1
| +0% | +$576 | 0.86% | 14 |
|
|
2024
Q4 | $1.18M | Buy |
2,007
+1
| +0% | +$586 | 0.78% | 16 |
|
|
2024
Q3 | $1.15M | Buy |
2,006
+1
| +0% | +$573 | 0.93% | 12 |
|
|
2024
Q2 | $1.01M | Buy |
2,005
+1
| +0% | +$504 | 0.71% | 13 |
|
|
2024
Q1 | $973K | Buy |
2,004
+7
| +0.4% | +$3.4K | 1% | 9 |
|
|
2023
Q4 | $707K | Buy |
1,997
+15
| +0.8% | +$5.31K | 0.56% | 13 |
|
|
2023
Q3 | $595K | Sell |
1,982
-8
| -0.4% | -$2.4K | 0.49% | 15 |
|
|
2023
Q2 | $571K | Buy |
1,990
+3
| +0.2% | +$861 | 0.55% | 13 |
|
|
2023
Q1 | $421K | Buy |
1,987
+20
| +1% | +$4.24K | 0.43% | 15 |
|
|
2022
Q4 | $237K | Buy |
1,967
+5
| +0.3% | +$602 | 0.2% | 21 |
|
|
2022
Q3 | $266K | Hold |
1,962
| – | – | 0.25% | 21 |
|
|
2022
Q2 | $316K | Hold |
1,962
| – | – | 0.33% | 21 |
|
|
2022
Q1 | $436K | Sell |
1,962
-19
| -1% | -$4.22K | 0.33% | 20 |
|
|
2021
Q4 | $666K | Hold |
1,981
| – | – | 0.73% | 11 |
|
|
2021
Q3 | $672K | Hold |
1,981
| – | – | 0.76% | 13 |
|
|
2021
Q2 | $689K | Hold |
1,981
| – | – | 0.58% | 16 |
|
|
2021
Q1 | $584K | Buy |
+1,981
| New | +$584K | 0.53% | 18 |
|