CarsonAllaria Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7K | Hold |
51
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $29.4K | Hold |
51
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $29.9K | Sell |
51
-20
| -28% | -$11.7K | 0.02% | 165 |
|
|
2024
Q3 | $40.7K | Buy |
71
+16
| +29% | +$9.17K | 0.02% | 142 |
|
|
2024
Q2 | $27.8K | Hold |
55
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $26.7K | Hold |
55
| – | – | 0.02% | 170 |
|
|
2023
Q4 | $19.5K | Buy |
55
+25
| +83% | +$8.85K | 0.01% | 175 |
|
|
2023
Q3 | $9.01K | Hold |
30
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $8.61K | Hold |
30
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $6.36K | Hold |
30
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $4K | Sell |
30
-37
| -55% | -$4.93K | ﹤0.01% | 248 |
|
|
2022
Q3 | $9K | Hold |
67
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $11K | Hold |
67
| – | – | 0.01% | 183 |
|
|
2022
Q1 | $15K | Hold |
67
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $23K | Buy |
+67
| New | +$23K | 0.02% | 167 |
|