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Carolinas Wealth Consulting’s Meta Platforms (Facebook) META Stock Holding History

Carolinas Wealth Consulting’s Portfolio META Stock Details META Fund Activity
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carolinas Wealth Consulting's META Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 3,129 shares — an estimated $1.8M sold.

Carolinas Wealth Consulting first reported a position in META in Q4 2019 and held it in 22 quarters. The position peaked at $8.65M in Q3 2024. 4,841 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,129 Meta Platforms (Facebook) shares in Q2 2025, an estimated $1.8M.
  • Carolinas Wealth Consulting first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Meta Platforms (Facebook) position peaked at $8.65M in Q3 2024.
  • 4,841 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.