CWM
CMH Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54,684
| Closed | -$7.42M | – | 51 |
|
|
2022
Q3 | $7.42M | Buy |
54,684
+27,348
| +100% | +$3.71M | 2.72% | 9 |
|
|
2022
Q2 | $4.41M | Buy |
27,336
+521
| +2% | +$84K | 1.59% | 21 |
|
|
2022
Q1 | $5.96M | Buy |
26,815
+670
| +3% | +$149K | 1.83% | 16 |
|
|
2021
Q4 | $8.79M | Sell |
26,145
-166
| -0.6% | -$55.8K | 2.65% | 9 |
|
|
2021
Q3 | $8.93M | Buy |
26,311
+1,189
| +5% | +$404K | 2.93% | 9 |
|
|
2021
Q2 | $8.74M | Buy |
25,122
+176
| +0.7% | +$61.2K | 2.92% | 9 |
|
|
2021
Q1 | $7.35M | Buy |
24,946
+403
| +2% | +$119K | 2.77% | 11 |
|
|
2020
Q4 | $6.7M | Buy |
24,543
+718
| +3% | +$196K | 2.46% | 13 |
|
|
2020
Q3 | $6.24M | Buy |
23,825
+5,837
| +32% | +$1.53M | 2.67% | 10 |
|
|
2020
Q2 | $4.09M | Sell |
17,988
-5,516
| -23% | -$1.25M | 1.95% | 17 |
|
|
2020
Q1 | $3.92M | Buy |
23,504
+10,736
| +84% | +$1.79M | 2.29% | 12 |
|
|
2019
Q4 | $2.62M | Buy |
12,768
+560
| +5% | +$115K | 1.35% | 33 |
|
|
2019
Q3 | $2.17M | Buy |
12,208
+725
| +6% | +$129K | 1.23% | 38 |
|
|
2019
Q2 | $2.22M | Sell |
11,483
-1,125
| -9% | -$217K | 1.3% | 36 |
|
|
2019
Q1 | $2.1M | Buy |
12,608
+1,975
| +19% | +$329K | 1.27% | 34 |
|
|
2018
Q4 | $1.39M | Sell |
10,633
-2,535
| -19% | -$332K | 0.84% | 48 |
|
|
2018
Q3 | $2.14M | Buy |
13,168
+1,885
| +17% | +$306K | 1.12% | 35 |
|
|
2018
Q2 | $2.23M | Sell |
11,283
-915
| -8% | -$181K | 1.27% | 26 |
|
|
2018
Q1 | $1.9M | Sell |
12,198
-4,940
| -29% | -$767K | 1.28% | 28 |
|
|
2017
Q4 | $3.11M | Sell |
17,138
-1,920
| -10% | -$348K | 2.06% | 12 |
|
|
2017
Q3 | $3.23M | Sell |
19,058
-3,465
| -15% | -$587K | 2.4% | 12 |
|
|
2017
Q2 | $3.41M | Buy |
22,523
+640
| +3% | +$96.9K | 2.72% | 13 |
|
|
2017
Q1 | $3.05M | Sell |
21,883
-215
| -1% | -$30K | 2.39% | 14 |
|
|
2016
Q4 | $2.82M | Buy |
+22,098
| New | +$2.82M | 2.47% | 13 |
|