CPWA
Cerro Pacific Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
4,846
+363
| +8% | +$268K | 0.99% | 25 |
|
|
2025
Q1 | $2.62M | Buy |
4,483
+127
| +3% | +$74.4K | 0.85% | 31 |
|
|
2024
Q4 | $2.49M | Buy |
4,356
+128
| +3% | +$73.3K | 0.83% | 34 |
|
|
2024
Q3 | $2.13M | Hold |
4,228
| – | – | 0.81% | 38 |
|
|
2024
Q2 | $2.13M | Buy |
+4,228
| New | +$2.13M | 0.82% | 38 |
|
|
2023
Q1 | $883K | Sell |
4,164
-1,539
| -27% | -$326K | 0.49% | 57 |
|
|
2022
Q4 | $686K | Sell |
5,703
-790
| -12% | -$95.1K | 0.36% | 72 |
|
|
2022
Q3 | $881K | Sell |
6,493
-367
| -5% | -$49.8K | 0.53% | 51 |
|
|
2022
Q2 | $1.11M | Sell |
6,860
-1,458
| -18% | -$235K | 0.69% | 34 |
|
|
2022
Q1 | $1.85M | Buy |
8,318
+268
| +3% | +$59.6K | 1.13% | 17 |
|
|
2021
Q4 | $2.71M | Sell |
8,050
-130
| -2% | -$43.7K | 1.72% | 12 |
|
|
2021
Q3 | $2.78M | Buy |
8,180
+1,237
| +18% | +$420K | 2% | 10 |
|
|
2021
Q2 | $2.41M | Buy |
+6,943
| New | +$2.41M | 1.79% | 10 |
|
|
2020
Q4 | $2.34M | Buy |
+8,558
| New | +$2.34M | 1.39% | 13 |
|