CWA
Clarus 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 | $1.63M | Buy |
2,255
+267
| +13% | +$192K | 0.75% | 40 |
|
|
2025
Q1 | $1.16M | Buy |
1,988
+175
| +10% | +$103K | 0.62% | 40 |
|
|
2024
Q4 | $1.1M | Buy |
1,813
+227
| +14% | +$138K | 0.55% | 45 |
|
|
2024
Q3 | $927K | Buy |
1,586
+3
| +0.2% | +$1.75K | 0.47% | 46 |
|
|
2024
Q2 | $846K | Buy |
1,583
+17
| +1% | +$9.09K | 0.45% | 48 |
|
|
2024
Q1 | $814K | Sell |
1,566
-445
| -22% | -$231K | 0.46% | 48 |
|
|
2023
Q4 | $756K | Buy |
+2,011
| New | +$756K | 0.45% | 48 |
|
|
2023
Q2 | $649K | Sell |
2,235
-99
| -4% | -$28.8K | 0.39% | 52 |
|
|
2023
Q1 | $504K | Buy |
+2,334
| New | +$504K | 0.32% | 66 |
|
|
2022
Q2 | – | Sell |
-1,135
| Closed | -$246K | – | 109 |
|
|
2022
Q1 | $246K | Buy |
+1,135
| New | +$246K | 0.15% | 91 |
|
|
2020
Q4 | – | Sell |
-1,865
| Closed | -$482K | – | 142 |
|
|
2020
Q3 | $482K | Buy |
1,865
+269
| +17% | +$69.5K | 0.37% | 55 |
|
|
2020
Q2 | $384K | Sell |
1,596
-1,767
| -53% | -$425K | 0.32% | 66 |
|
|
2020
Q1 | $519K | Buy |
3,363
+242
| +8% | +$37.3K | 0.52% | 58 |
|
|
2019
Q4 | $681K | Buy |
3,121
+451
| +17% | +$98.4K | 0.45% | 64 |
|
|
2019
Q3 | $475K | Buy |
2,670
+519
| +24% | +$92.3K | 0.35% | 65 |
|
|
2019
Q2 | $415K | Buy |
2,151
+595
| +38% | +$115K | 0.3% | 58 |
|
|
2019
Q1 | $259K | Sell |
1,556
-1
| -0.1% | -$166 | 0.19% | 74 |
|
|
2018
Q4 | $204K | Buy |
1,557
+106
| +7% | +$13.9K | 0.32% | 78 |
|
|
2018
Q3 | $239K | Buy |
1,451
+32
| +2% | +$5.27K | 0.16% | 102 |
|
|
2018
Q2 | $227K | Hold |
1,419
| – | – | 0.17% | 88 |
|
|
2018
Q1 | $227K | Buy |
1,419
+67
| +5% | +$10.7K | 0.21% | 88 |
|
|
2017
Q4 | $239K | Buy |
+1,352
| New | +$239K | 0.23% | 80 |
|