CM Wealth Advisors’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 | $2.26M | Hold |
3,068
| – | – | 0.67% | 17 |
|
|
2025
Q1 | $1.77M | Hold |
3,068
| – | – | 0.57% | 21 |
|
|
2024
Q4 | $1.8M | Buy |
3,068
+2,671
| +673% | +$1.56M | 0.59% | 20 |
|
|
2024
Q3 | $227K | Hold |
397
| – | – | 0.07% | 81 |
|
|
2024
Q2 | $200K | Sell |
397
-454
| -53% | -$229K | 0.1% | 74 |
|
|
2024
Q1 | $398K | Buy |
+851
| New | +$398K | 0.11% | 103 |
|
|
2023
Q3 | – | Sell |
-851
| Closed | -$277K | – | 135 |
|
|
2023
Q2 | $277K | Buy |
+851
| New | +$277K | 0.09% | 114 |
|