CWM
Cedar Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
1,580
+11
| +0.7% | +$8.12K | 0.4% | 27 |
|
|
2025
Q1 | $904K | Sell |
1,569
-24
| -2% | -$13.8K | 0.32% | 30 |
|
|
2024
Q4 | $933K | Sell |
1,593
-33
| -2% | -$19.3K | 0.34% | 28 |
|
|
2024
Q3 | $931K | Sell |
1,626
-427
| -21% | -$244K | 0.29% | 45 |
|
|
2024
Q2 | $1.04M | Hold |
2,053
| – | – | 0.34% | 43 |
|
|
2024
Q1 | $997K | Sell |
2,053
-115
| -5% | -$55.8K | 0.33% | 40 |
|
|
2023
Q4 | $767K | Sell |
2,168
-5
| -0.2% | -$1.77K | 0.28% | 49 |
|
|
2023
Q3 | $652K | Hold |
2,173
| – | – | 0.26% | 55 |
|
|
2023
Q2 | $624K | Hold |
2,173
| – | – | 0.24% | 52 |
|
|
2023
Q1 | $461K | Buy |
2,173
+35
| +2% | +$7.42K | 0.19% | 65 |
|
|
2022
Q4 | $257K | Hold |
2,138
| – | – | 0.13% | 81 |
|
|
2022
Q3 | $290K | Sell |
2,138
-587
| -22% | -$79.6K | 0.14% | 85 |
|
|
2022
Q2 | $439K | Hold |
2,725
| – | – | 0.2% | 72 |
|
|
2022
Q1 | $606K | Sell |
2,725
-315
| -10% | -$70.1K | 0.25% | 63 |
|
|
2021
Q4 | $1.02M | Buy |
3,040
+613
| +25% | +$206K | 0.41% | 45 |
|
|
2021
Q3 | $824K | Buy |
2,427
+181
| +8% | +$61.5K | 0.37% | 51 |
|
|
2021
Q2 | $781K | Buy |
2,246
+162
| +8% | +$56.3K | 0.35% | 55 |
|
|
2021
Q1 | $614K | Buy |
2,084
+954
| +84% | +$281K | 0.31% | 60 |
|
|
2020
Q4 | $309K | Buy |
1,130
+67
| +6% | +$18.3K | 0.17% | 81 |
|
|
2020
Q3 | $278K | Sell |
1,063
-70
| -6% | -$18.3K | 0.17% | 79 |
|
|
2020
Q2 | $257K | Sell |
1,133
-1,505
| -57% | -$341K | 0.17% | 73 |
|
|
2020
Q1 | $440K | Buy |
2,638
+228
| +9% | +$38K | 0.3% | 45 |
|
|
2019
Q4 | $495K | Sell |
2,410
-136
| -5% | -$27.9K | 0.29% | 40 |
|
|
2019
Q3 | $453K | Sell |
2,546
-72
| -3% | -$12.8K | 0.3% | 29 |
|
|
2019
Q2 | $505K | Hold |
2,618
| – | – | 0.33% | 26 |
|
|
2019
Q1 | $436K | Sell |
2,618
-179
| -6% | -$29.8K | 0.27% | 30 |
|
|
2018
Q4 | $367K | Sell |
2,797
-48
| -2% | -$6.3K | 0.26% | 32 |
|
|
2018
Q3 | $468K | Buy |
2,845
+2,751
| +2,927% | +$453K | 0.25% | 31 |
|
|
2018
Q2 | $18K | Buy |
+94
| New | +$18K | 0.01% | 104 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$88K | – | 139 |
|
|
2017
Q4 | $88K | Hold |
500
| – | – | 0.05% | 78 |
|
|
2017
Q3 | $85K | Hold |
500
| – | – | 0.05% | 82 |
|
|
2017
Q2 | $75K | Hold |
500
| – | – | 0.05% | 77 |
|
|
2017
Q1 | $71K | Hold |
500
| – | – | 0.04% | 74 |
|
|
2016
Q4 | $58K | Hold |
500
| – | – | 0.04% | 78 |
|
|
2016
Q3 | $64K | Hold |
500
| – | – | 0.04% | 61 |
|
|
2016
Q2 | $57K | Buy |
+500
| New | +$57K | 0.04% | 75 |
|