Carson Wealth (CWM LLC)’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174M | Buy |
236,349
+1,184
| +0.5% | +$874K | 0.62% | 31 |
|
|
2025
Q1 | $136M | Sell |
235,165
-12,803
| -5% | -$7.38M | 0.54% | 39 |
|
|
2024
Q4 | $145M | Buy |
247,968
+7,705
| +3% | +$4.51M | 0.6% | 34 |
|
|
2024
Q3 | $138M | Buy |
240,263
+15,212
| +7% | +$8.71M | 0.59% | 33 |
|
|
2024
Q2 | $113M | Buy |
225,051
+8,181
| +4% | +$4.13M | 0.53% | 33 |
|
|
2024
Q1 | $105M | Sell |
216,870
-4,368
| -2% | -$2.12M | 0.51% | 35 |
|
|
2023
Q4 | $78.3M | Buy |
221,238
+29,665
| +15% | +$10.5M | 0.42% | 47 |
|
|
2023
Q3 | $57.5M | Buy |
191,573
+64,129
| +50% | +$19.3M | 0.35% | 56 |
|
|
2023
Q2 | $36.6M | Buy |
127,444
+18,907
| +17% | +$5.43M | 0.23% | 81 |
|
|
2023
Q1 | $23M | Buy |
108,537
+20,988
| +24% | +$4.45M | 0.16% | 129 |
|
|
2022
Q4 | $10.5M | Buy |
87,549
+9,284
| +12% | +$1.12M | 0.08% | 196 |
|
|
2022
Q3 | $10.6M | Buy |
78,265
+12,546
| +19% | +$1.7M | 0.08% | 188 |
|
|
2022
Q2 | $10.6M | Buy |
65,719
+3,245
| +5% | +$523K | 0.08% | 191 |
|
|
2022
Q1 | $13.9M | Buy |
62,474
+25,436
| +69% | +$5.66M | 0.1% | 180 |
|
|
2021
Q4 | $12.5M | Buy |
+37,038
| New | +$12.5M | 0.09% | 190 |
|
|
2021
Q2 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2021
Q1 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2020
Q4 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2020
Q3 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2020
Q2 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2020
Q1 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2019
Q4 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2019
Q3 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2019
Q2 | $17.4M | Hold |
50,129
| – | – | 0.14% | 150 |
|
|
2019
Q1 | $17.4M | Buy |
50,129
+41,032
| +451% | +$14.3M | 0.14% | 150 |
|
|
2018
Q4 | $1.19M | Sell |
9,097
-31,753
| -78% | -$4.16M | 0.03% | 351 |
|
|
2018
Q3 | $6.72M | Buy |
40,850
+34,679
| +562% | +$5.7M | 0.17% | 131 |
|
|
2018
Q2 | $1.2M | Buy |
6,171
+1,139
| +23% | +$221K | 0.04% | 255 |
|
|
2018
Q1 | $804K | Buy |
5,032
+612
| +14% | +$97.8K | 0.03% | 243 |
|
|
2017
Q4 | $780K | Sell |
4,420
-111
| -2% | -$19.6K | 0.03% | 245 |
|
|
2017
Q3 | $774K | Buy |
4,531
+1,096
| +32% | +$187K | 0.04% | 223 |
|
|
2017
Q2 | $519K | Sell |
3,435
-1
| -0% | -$151 | 0.03% | 241 |
|
|
2017
Q1 | $488K | Sell |
3,436
-6,585
| -66% | -$935K | 0.03% | 234 |
|
|
2016
Q4 | $1.15M | Buy |
10,021
+6,906
| +222% | +$795K | 0.07% | 175 |
|
|
2016
Q3 | $400K | Buy |
3,115
+1,640
| +111% | +$211K | 0.03% | 215 |
|
|
2016
Q2 | $169K | Sell |
1,475
-1,496
| -50% | -$171K | 0.01% | 253 |
|
|
2016
Q1 | $339K | Buy |
2,971
+675
| +29% | +$77K | 0.03% | 203 |
|
|
2015
Q4 | $240K | Hold |
2,296
| – | – | 0.02% | 211 |
|
|
2015
Q3 | $206K | Buy |
+2,296
| New | +$206K | 0.02% | 203 |
|
|
2014
Q1 | – | Sell |
-1,404
| Closed | -$77K | – | 325 |
|
|
2013
Q4 | $77K | Buy |
1,404
+122
| +10% | +$6.69K | 0.01% | 207 |
|
|
2013
Q3 | $64K | Buy |
+1,282
| New | +$64K | 0.02% | 172 |
|