Cassaday & Co 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 | $4.95M | Buy |
6,703
+335
| +5% | +$247K | 0.12% | 44 |
|
|
2025
Q1 | $3.67M | Sell |
6,368
-16
| -0.3% | -$9.22K | 0.1% | 45 |
|
|
2024
Q4 | $3.74M | Buy |
6,384
+126
| +2% | +$73.8K | 0.1% | 45 |
|
|
2024
Q3 | $3.58M | Sell |
6,258
-161
| -3% | -$92.2K | 0.1% | 44 |
|
|
2024
Q2 | $3.24M | Buy |
6,419
+700
| +12% | +$353K | 0.1% | 44 |
|
|
2024
Q1 | $2.78M | Buy |
5,719
+755
| +15% | +$367K | 0.09% | 46 |
|
|
2023
Q4 | $1.76M | Sell |
4,964
-116
| -2% | -$41.1K | 0.06% | 65 |
|
|
2023
Q3 | $1.53M | Buy |
5,080
+183
| +4% | +$54.9K | 0.06% | 66 |
|
|
2023
Q2 | $1.4M | Sell |
4,897
-177
| -3% | -$50.8K | 0.06% | 74 |
|
|
2023
Q1 | $1.08M | Sell |
5,074
-418
| -8% | -$88.6K | 0.05% | 84 |
|
|
2022
Q4 | $661K | Buy |
+5,492
| New | +$661K | 0.03% | 128 |
|