Cardinal Strategic Wealth Guidance’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-918
| Closed | -$325K | – | 64 |
|
|
2023
Q4 | $325K | Sell |
918
-240
| -21% | -$85K | 0.13% | 47 |
|
|
2023
Q3 | $348K | Buy |
1,158
+240
| +26% | +$72.1K | 0.16% | 48 |
|
|
2023
Q2 | $263K | Buy |
+918
| New | +$263K | 0.12% | 50 |
|
|
2022
Q2 | – | Sell |
-968
| Closed | -$215K | – | 97 |
|
|
2022
Q1 | $215K | Sell |
968
-47
| -5% | -$10.4K | 0.1% | 69 |
|
|
2021
Q4 | $341K | Hold |
1,015
| – | – | 0.16% | 57 |
|
|
2021
Q3 | $344K | Buy |
1,015
+47
| +5% | +$15.9K | 0.18% | 56 |
|
|
2021
Q2 | $337K | Sell |
968
-23
| -2% | -$8.01K | 0.18% | 54 |
|
|
2021
Q1 | $292K | Hold |
991
| – | – | 0.17% | 56 |
|
|
2020
Q4 | $271K | Sell |
991
-187
| -16% | -$51.1K | 0.16% | 47 |
|
|
2020
Q3 | $309K | Buy |
1,178
+23
| +2% | +$6.03K | 0.22% | 44 |
|
|
2020
Q2 | $262K | Buy |
+1,155
| New | +$262K | 0.19% | 44 |
|
|
2020
Q1 | – | Sell |
-1,155
| Closed | -$237K | – | 53 |
|
|
2019
Q4 | $237K | Buy |
+1,155
| New | +$237K | 0.2% | 52 |
|