CA
CapWealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
1,826
-9
| -0.5% | -$6.64K | 0.13% | 60 |
|
|
2025
Q1 | $1.06M | Buy |
1,835
+1,054
| +135% | +$607K | 0.11% | 61 |
|
|
2024
Q4 | $457K | Buy |
781
+37
| +5% | +$21.7K | 0.05% | 74 |
|
|
2024
Q3 | $426K | Hold |
744
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $375K | Hold |
744
| – | – | 0.05% | 72 |
|
|
2024
Q1 | $361K | Hold |
744
| – | – | 0.04% | 74 |
|
|
2023
Q4 | $263K | Hold |
744
| – | – | 0.03% | 88 |
|
|
2023
Q3 | $223K | Buy |
+744
| New | +$223K | 0.03% | 99 |
|
|
2022
Q1 | – | Sell |
-609
| Closed | -$205K | – | 127 |
|
|
2021
Q4 | $205K | Sell |
609
-30
| -5% | -$10.1K | 0.02% | 115 |
|
|
2021
Q3 | $217K | Hold |
639
| – | – | 0.02% | 106 |
|
|
2021
Q2 | $222K | Buy |
+639
| New | +$222K | 0.02% | 103 |
|
|
2016
Q4 | – | Sell |
-17
| Closed | -$2K | – | 197 |
|
|
2016
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 267 |
|
|
2016
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 263 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 279 |
|
|
2015
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 196 |
|
|
2015
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2015
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 233 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$8K | – | 208 |
|
|
2014
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2014
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 267 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$10K | – | 390 |
|
|
2013
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 308 |
|