CBIZ Investment Advisory Services’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 | $297K | Buy |
402
+19
| +5% | +$14K | 0.01% | 42 |
|
|
2025
Q1 | $221K | Buy |
383
+199
| +108% | +$115K | 0.01% | 49 |
|
|
2024
Q4 | $108K | Buy |
184
+41
| +29% | +$24K | 0.01% | 70 |
|
|
2024
Q3 | $81.9K | Sell |
143
-13
| -8% | -$7.44K | ﹤0.01% | 78 |
|
|
2024
Q2 | $78.7K | Buy |
156
+111
| +247% | +$56K | ﹤0.01% | 77 |
|
|
2024
Q1 | $21.9K | Buy |
+45
| New | +$21.9K | ﹤0.01% | 167 |
|
|
2021
Q1 | – | Hold |
0
| – | -$5K | – | 103 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 98 |
|
|
2020
Q2 | – | Hold |
0
| – | -$23K | – | 177 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 92 |
|