Castle 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 | $2.01M | Buy |
2,729
+205
| +8% | +$151K | 0.73% | 41 |
|
2025
Q1 | $1.45M | Buy |
2,524
+144
| +6% | +$83K | 0.57% | 45 |
|
2024
Q4 | $1.39M | Buy |
2,380
+216
| +10% | +$126K | 0.55% | 47 |
|
2024
Q3 | $1.24M | Buy |
2,164
+549
| +34% | +$314K | 0.49% | 47 |
|
2024
Q2 | $814K | Buy |
1,615
+78
| +5% | +$39.3K | 0.39% | 59 |
|
2024
Q1 | $746K | Sell |
1,537
-550
| -26% | -$267K | 0.39% | 62 |
|
2023
Q4 | $739K | Buy |
2,087
+49
| +2% | +$17.3K | 0.44% | 55 |
|
2023
Q3 | $612K | Buy |
2,038
+166
| +9% | +$49.8K | 0.44% | 53 |
|
2023
Q2 | $537K | Sell |
1,872
-127
| -6% | -$36.4K | 0.37% | 61 |
|
2023
Q1 | $424K | Sell |
1,999
-204
| -9% | -$43.2K | 0.33% | 68 |
|
2022
Q4 | $265K | Buy |
2,203
+268
| +14% | +$32.3K | 0.17% | 93 |
|
2022
Q3 | $263K | Buy |
1,935
+60
| +3% | +$8.16K | 0.16% | 86 |
|
2022
Q2 | $302K | Buy |
+1,875
| New | +$302K | 0.18% | 86 |
|