Caldwell Trust’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.41M | Buy |
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|
2025
Q2 | $5.23M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $151K | Buy |
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|
2022
Q4 | $85K | Sell |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $149K | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $341K | Buy |
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