CTWM
Cherry Tree 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 | $130K | Sell |
177
-72
| -29% | -$53K | 0.03% | 193 |
|
|
2025
Q1 | $143K | Buy |
249
+20
| +9% | +$11.5K | 0.03% | 181 |
|
|
2024
Q4 | $134K | Buy |
229
+5
| +2% | +$2.92K | 0.03% | 184 |
|
|
2024
Q3 | $128K | Hold |
224
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $113K | Buy |
224
+34
| +18% | +$17.1K | 0.03% | 192 |
|
|
2024
Q1 | $92K | Hold |
190
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $67.1K | Buy |
190
+145
| +322% | +$51.2K | 0.02% | 223 |
|
|
2023
Q3 | $13.4K | Hold |
45
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $12.8K | Buy |
+45
| New | +$12.8K | ﹤0.01% | 318 |
|