CWP
CFM Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
26,674
+1,226
| +5% | +$905K | 3.13% | 6 |
|
|
2025
Q1 | $14.7M | Buy |
25,448
+1,092
| +4% | +$629K | 2.59% | 8 |
|
|
2024
Q4 | $14.3M | Buy |
24,356
+4,153
| +21% | +$2.43M | 2.41% | 6 |
|
|
2024
Q3 | $11.6M | Buy |
20,203
+1,756
| +10% | +$1.01M | 2.02% | 9 |
|
|
2024
Q2 | $9.3M | Buy |
18,447
+358
| +2% | +$181K | 1.71% | 12 |
|
|
2024
Q1 | $8.78M | Buy |
18,089
+1,095
| +6% | +$532K | 1.76% | 11 |
|
|
2023
Q4 | $6.02M | Sell |
16,994
-203
| -1% | -$71.9K | 1.36% | 15 |
|
|
2023
Q3 | $5.16M | Buy |
17,197
+714
| +4% | +$214K | 1.35% | 17 |
|
|
2023
Q2 | $4.73M | Sell |
16,483
-75
| -0.5% | -$21.5K | 1.15% | 19 |
|
|
2023
Q1 | $3.51M | Buy |
16,558
+249
| +2% | +$52.8K | 0.95% | 27 |
|
|
2022
Q4 | $1.96M | Sell |
16,309
-2,453
| -13% | -$295K | 0.59% | 48 |
|
|
2022
Q3 | $2.55M | Sell |
18,762
-7,336
| -28% | -$995K | 0.81% | 32 |
|
|
2022
Q2 | $4.21M | Sell |
26,098
-614
| -2% | -$99K | 1.26% | 16 |
|
|
2022
Q1 | $5.94M | Sell |
26,712
-784
| -3% | -$174K | 1.42% | 13 |
|
|
2021
Q4 | $9.31M | Sell |
27,496
-776
| -3% | -$263K | 2.08% | 11 |
|
|
2021
Q3 | $9.6M | Sell |
28,272
-218
| -0.8% | -$74K | 2.41% | 11 |
|
|
2021
Q2 | $9.91M | Sell |
28,490
-517
| -2% | -$180K | 2.63% | 11 |
|
|
2021
Q1 | $8.54M | Sell |
29,007
-4,904
| -14% | -$1.44M | 2.58% | 9 |
|
|
2020
Q4 | $9.26M | Sell |
33,911
-1,922
| -5% | -$525K | 2.95% | 6 |
|
|
2020
Q3 | $9.38M | Buy |
35,833
+1,011
| +3% | +$265K | 3.42% | 4 |
|
|
2020
Q2 | $7.91M | Sell |
34,822
-2,449
| -7% | -$556K | 3% | 5 |
|
|
2020
Q1 | $6.22M | Buy |
37,271
+339
| +0.9% | +$56.5K | 2.89% | 5 |
|
|
2019
Q4 | $8.19M | Buy |
+36,932
| New | +$8.19M | 3.02% | 5 |
|