Caldwell Trust’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
7,080
+789
|
|
||||
|
2025
Q1 | $3.63M | Buy |
6,291
+1,129
|
|
||||
|
2024
Q4 | $3.02M | Buy |
5,162
+669
|
|
||||
|
2024
Q3 | $2.57M | Buy |
4,493
+1,776
|
|
||||
|
2024
Q2 | $1.37M | Buy |
2,717
+430
|
|
||||
|
2024
Q1 | $1.11M | Buy |
2,287
+239
|
|
||||
|
2023
Q4 | $725K | Buy |
2,048
+157
|
|
||||
|
2023
Q3 | $568K | Buy |
1,891
+286
|
|
||||
|
2023
Q2 | $461K | Buy |
1,605
+893
|
|
||||
|
2023
Q1 | $151K | Buy |
712
+6
|
|
||||
|
2022
Q4 | $85K | Sell |
706
-119
|
|
||||
|
2022
Q3 | $112K | Sell |
825
-100
|
|
||||
|
2022
Q2 | $149K | Sell |
925
-318
|
|
||||
|
2022
Q1 | $276K | Sell |
1,243
-183
|
|
||||
|
2021
Q4 | $480K | Sell |
1,426
-89
|
|
||||
|
2021
Q3 | $514K | Sell |
1,515
-50
|
|
||||
|
2021
Q2 | $544K | Buy |
1,565
+307
|
|
||||
|
2021
Q1 | $371K | Hold |
1,258
|
|
||||
|
2020
Q4 | $344K | Buy |
1,258
+120
|
|
||||
|
2020
Q3 | $298K | Hold |
1,138
|
|
||||
|
2020
Q2 | $258K | Sell |
1,138
-500
|
|
||||
|
2020
Q1 | $273K | Sell |
1,638
-25
|
|
||||
|
2019
Q4 | $341K | Buy |
+1,663
|
|