Caerus Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
486
| – | – | 0.34% | 24 |
|
|
2025
Q1 | $280K | Buy |
486
+16
| +3% | +$9.22K | 0.27% | 24 |
|
|
2024
Q4 | $275K | Sell |
470
-5
| -1% | -$2.93K | 0.26% | 24 |
|
|
2024
Q3 | $272K | Hold |
475
| – | – | 0.26% | 25 |
|
|
2024
Q2 | $240K | Hold |
475
| – | – | 0.23% | 27 |
|
|
2024
Q1 | $231K | Buy |
+475
| New | +$231K | 0.22% | 30 |
|
|
2022
Q1 | – | Sell |
-1,152
| Closed | -$387K | – | 63 |
|
|
2021
Q4 | $387K | Buy |
+1,152
| New | +$387K | 0.42% | 39 |
|