Capital Advisors Wealth Management’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 | $7.74M | Buy |
10,485
+212
| +2% | +$156K | 1.22% | 19 |
|
|
2025
Q1 | $5.92M | Buy |
10,273
+163
| +2% | +$93.9K | 1.05% | 27 |
|
|
2024
Q4 | $5.92M | Sell |
10,110
-29
| -0.3% | -$17K | 1.05% | 25 |
|
|
2024
Q3 | $5.8M | Buy |
10,139
+38
| +0.4% | +$21.8K | 1.07% | 25 |
|
|
2024
Q2 | $5.09M | Buy |
10,101
+1,343
| +15% | +$677K | 1.01% | 28 |
|
|
2024
Q1 | $4.25M | Sell |
8,758
-2
| -0% | -$971 | 0.88% | 29 |
|
|
2023
Q4 | $3.1M | Buy |
8,760
+27
| +0.3% | +$9.56K | 0.71% | 33 |
|
|
2023
Q3 | $2.62M | Buy |
8,733
+111
| +1% | +$33.3K | 0.68% | 32 |
|
|
2023
Q2 | $2.47M | Buy |
8,622
+9
| +0.1% | +$2.58K | 0.63% | 36 |
|
|
2023
Q1 | $1.83M | Sell |
8,613
-155
| -2% | -$32.9K | 0.51% | 43 |
|
|
2022
Q4 | $1.06M | Buy |
8,768
+167
| +2% | +$20.1K | 0.32% | 43 |
|
|
2022
Q3 | $1.17M | Buy |
8,601
+428
| +5% | +$58.1K | 0.39% | 44 |
|
|
2022
Q2 | $1.32M | Buy |
8,173
+712
| +10% | +$115K | 0.43% | 37 |
|
|
2022
Q1 | $1.66M | Buy |
7,461
+182
| +3% | +$40.5K | 0.51% | 39 |
|
|
2021
Q4 | $2.45M | Buy |
7,279
+1,181
| +19% | +$397K | 0.74% | 31 |
|
|
2021
Q3 | $2.07M | Sell |
6,098
-9
| -0.1% | -$3.06K | 0.73% | 31 |
|
|
2021
Q2 | $2.12M | Sell |
6,107
-120
| -2% | -$41.7K | 0.79% | 31 |
|
|
2021
Q1 | $1.83M | Buy |
+6,227
| New | +$1.83M | 0.79% | 32 |
|