Cherrydale Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
2,532
+84
| +3% | +$62K | 0.65% | 20 |
|
|
2025
Q1 | $1.41M | Sell |
2,448
-336
| -12% | -$194K | 0.56% | 20 |
|
|
2024
Q4 | $1.63M | Sell |
2,784
-1,057
| -28% | -$619K | 0.63% | 18 |
|
|
2024
Q3 | $2.2M | Buy |
3,841
+18
| +0.5% | +$10.3K | 0.9% | 15 |
|
|
2024
Q2 | $1.93M | Buy |
3,823
+130
| +4% | +$65.6K | 0.85% | 16 |
|
|
2024
Q1 | $1.79M | Buy |
3,693
+228
| +7% | +$111K | 0.84% | 14 |
|
|
2023
Q4 | $1.23M | Buy |
3,465
+61
| +2% | +$21.6K | 0.64% | 19 |
|
|
2023
Q3 | $1.02M | Buy |
3,404
+35
| +1% | +$10.5K | 0.61% | 21 |
|
|
2023
Q2 | $967K | Sell |
3,369
-84
| -2% | -$24.1K | 0.68% | 17 |
|
|
2023
Q1 | $732K | Buy |
3,453
+1,302
| +61% | +$276K | 0.55% | 20 |
|
|
2022
Q4 | $259K | Sell |
2,151
-847
| -28% | -$102K | 0.21% | 31 |
|
|
2022
Q3 | $407K | Sell |
2,998
-547
| -15% | -$74.3K | 0.38% | 21 |
|
|
2022
Q2 | $571K | Sell |
3,545
-425
| -11% | -$68.5K | 0.52% | 19 |
|
|
2022
Q1 | $882K | Buy |
3,970
+56
| +1% | +$12.4K | 0.65% | 19 |
|
|
2021
Q4 | $1.32M | Buy |
+3,914
| New | +$1.32M | 0.99% | 15 |
|