CIA
Cape Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
4,686
-426
| -8% | -$314K | 1.26% | 14 |
|
|
2025
Q1 | $2.95M | Sell |
5,112
-30
| -0.6% | -$17.3K | 1.17% | 17 |
|
|
2024
Q4 | $3.01M | Buy |
5,142
+114
| +2% | +$66.7K | 1.18% | 17 |
|
|
2024
Q3 | $2.88M | Buy |
5,028
+168
| +3% | +$96.2K | 1.17% | 17 |
|
|
2024
Q2 | $2.45M | Buy |
4,860
+73
| +2% | +$36.8K | 1.1% | 19 |
|
|
2024
Q1 | $2.32M | Sell |
4,787
-598
| -11% | -$290K | 1.09% | 16 |
|
|
2023
Q4 | $1.91M | Buy |
5,385
+173
| +3% | +$61.2K | 0.93% | 18 |
|
|
2023
Q3 | $1.56M | Buy |
5,212
+128
| +3% | +$38.4K | 0.89% | 21 |
|
|
2023
Q2 | $1.46M | Sell |
5,084
-1,225
| -19% | -$352K | 0.81% | 23 |
|
|
2023
Q1 | $1.34M | Buy |
+6,309
| New | +$1.34M | 0.81% | 23 |
|