Cascade Financial Partners’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 | $5.5M | Buy |
7,452
+165
| +2% | +$122K | 0.66% | 31 |
|
|
2025
Q1 | $4.2M | Sell |
7,287
-24
| -0.3% | -$13.8K | 0.53% | 36 |
|
|
2024
Q4 | $4.28M | Sell |
7,311
-105
| -1% | -$61.5K | 0.56% | 33 |
|
|
2024
Q3 | $4.32M | Sell |
7,416
-236
| -3% | -$137K | 0.54% | 33 |
|
|
2024
Q2 | $3.86M | Sell |
7,652
-300
| -4% | -$151K | 0.51% | 35 |
|
|
2024
Q1 | $4.07M | Buy |
+7,952
| New | +$4.07M | 0.59% | 33 |
|