CWM
Cahaba 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 | $399K | Sell |
541
-357
| -40% | -$263K | 0.03% | 106 |
|
|
2025
Q1 | $518K | Buy |
898
+38
| +4% | +$21.9K | 0.04% | 88 |
|
|
2024
Q4 | $504K | Hold |
860
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $492K | Sell |
860
-58
| -6% | -$33.2K | 0.04% | 91 |
|
|
2024
Q2 | $463K | Sell |
918
-36
| -4% | -$18.1K | 0.04% | 92 |
|
|
2024
Q1 | $463K | Buy |
954
+222
| +30% | +$108K | 0.04% | 90 |
|
|
2023
Q4 | $259K | Sell |
732
-38
| -5% | -$13.5K | 0.03% | 120 |
|
|
2023
Q3 | $231K | Sell |
770
-150
| -16% | -$45K | 0.03% | 129 |
|
|
2023
Q2 | $264K | Buy |
+920
| New | +$264K | 0.03% | 119 |
|
|
2022
Q1 | – | Sell |
-1,980
| Closed | -$666K | – | 145 |
|
|
2021
Q4 | $666K | Buy |
1,980
+27
| +1% | +$9.08K | 0.09% | 65 |
|
|
2021
Q3 | $662K | Buy |
+1,953
| New | +$662K | 0.1% | 60 |
|
|
2021
Q2 | – | Sell |
-707
| Closed | -$208K | – | 88 |
|
|
2021
Q1 | $208K | Buy |
+707
| New | +$208K | 0.03% | 87 |
|