CWM
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Certus Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Certus Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$328K Hold
445
– – 0.21% 48
2025
Q1 		$285K Hold
445
– – 0.19% 48
2024
Q4 		$319K Buy
445
+5
+1% +$3.59K 0.21% 47
2024
Q3 		$252K Hold
440
– – 0.18% 48
2024
Q2 		$222K Buy
+440
New +$222K 0.17% 51