CCG 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 | $1.78M | Buy |
2,406
+38
| +2% | +$28K | 0.94% | 22 |
|
|
2025
Q1 | $1.36M | Buy |
2,368
+66
| +3% | +$38K | 0.82% | 24 |
|
|
2024
Q4 | $1.35M | Buy |
2,302
+20
| +0.9% | +$11.7K | 0.75% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
2,282
+8
| +0.4% | +$4.58K | 0.73% | 23 |
|
|
2024
Q2 | $1.15M | Sell |
2,274
-1,926
| -46% | -$971K | 0.65% | 29 |
|
|
2024
Q1 | $2.04M | Buy |
+4,200
| New | +$2.04M | 1.23% | 16 |
|
|
2021
Q3 | – | Sell |
-605
| Closed | -$210K | – | 107 |
|
|
2021
Q2 | $210K | Buy |
+605
| New | +$210K | 0.16% | 76 |
|
|
2020
Q4 | – | Sell |
-906
| Closed | -$237K | – | 85 |
|
|
2020
Q3 | $237K | Hold |
906
| – | – | 0.22% | 49 |
|
|
2020
Q2 | $206K | Buy |
+906
| New | +$206K | 0.19% | 52 |
|
|
2020
Q1 | – | Sell |
-1,064
| Closed | -$218K | – | 81 |
|
|
2019
Q4 | $218K | Buy |
+1,064
| New | +$218K | 0.14% | 92 |
|