Carolinas Wealth Consulting’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,129
| Closed | -$1.8M | – | 574 |
|
|
2025
Q1 | $1.8M | Sell |
3,129
-735
| -19% | -$474K | 0.39% | 42 |
|
|
2024
Q4 | $2.26M | Sell |
3,864
-11,242
| -74% | -$6.6M | 0.44% | 37 |
|
|
2024
Q3 | $8.65M | Buy |
15,106
+53
| +0.4% | +$27.3K | 1.57% | 18 |
|
|
2024
Q2 | $7.59M | Sell |
15,053
-99
| -0.7% | -$48.1K | 1.47% | 17 |
|
|
2024
Q1 | $7.36M | Buy |
15,152
+198
| +1% | +$88.3K | 1.45% | 19 |
|
|
2023
Q4 | $5.29M | Buy |
14,954
+200
| +1% | +$65.1K | 1.15% | 21 |
|
|
2023
Q3 | $4.44M | Buy |
14,754
+135
| +0.9% | +$40.7K | 1.11% | 22 |
|
|
2023
Q2 | $4.2M | Buy |
14,619
+352
| +2% | +$86.9K | 0.83% | 28 |
|
|
2023
Q1 | $3.02M | Buy |
14,267
+163
| +1% | +$27.8K | 0.64% | 37 |
|
|
2022
Q4 | $1.7M | Sell |
14,104
-6,216
| -31% | -$730K | 0.38% | 45 |
|
|
2022
Q3 | $2.76M | Sell |
20,320
-488
| -2% | -$79.1K | 0.7% | 34 |
|
|
2022
Q2 | $3.35M | Buy |
20,808
+5,142
| +33% | +$992K | 0.83% | 29 |
|
|
2022
Q1 | $3.48M | Sell |
15,666
-371
| -2% | -$92.7K | 0.77% | 32 |
|
|
2021
Q4 | $5.39M | Sell |
16,037
-167
| -1% | -$55.4K | 1.18% | 22 |
|
|
2021
Q3 | $5.5M | Sell |
16,204
-336
| -2% | -$121K | 1.28% | 22 |
|
|
2021
Q2 | $5.75M | Buy |
16,540
+800
| +5% | +$257K | 1.26% | 24 |
|
|
2021
Q1 | $4.64M | Sell |
15,740
-98
| -0.6% | -$26.4K | 1.13% | 24 |
|
|
2020
Q4 | $4.33M | Buy |
15,838
+951
| +6% | +$261K | 1.16% | 24 |
|
|
2020
Q3 | $3.9M | Buy |
14,887
+1,022
| +7% | +$264K | 1.31% | 21 |
|
|
2020
Q2 | $3.15M | Sell |
13,865
-16
| -0.1% | -$3.34K | 1.24% | 22 |
|
|
2020
Q1 | $2.32M | Buy |
13,881
+2,141
| +18% | +$419K | 1.25% | 21 |
|
|
2019
Q4 | $2.4M | Buy |
+11,740
| New | +$2.27M | 2.51% | 11 |
|
Other funds holding META
