Commonwealth Retirement Investments’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 | $528K | Buy |
+715
| New | +$528K | 0.2% | 89 |
|
|
2025
Q1 | – | Sell |
-913
| Closed | -$535K | – | 102 |
|
|
2024
Q4 | $535K | Sell |
913
-195
| -18% | -$114K | 0.22% | 78 |
|
|
2024
Q3 | $634K | Buy |
1,108
+118
| +12% | +$67.6K | 0.27% | 71 |
|
|
2024
Q2 | $499K | Buy |
990
+103
| +12% | +$51.9K | 0.23% | 77 |
|
|
2024
Q1 | $431K | Buy |
887
+2
| +0.2% | +$971 | 0.21% | 70 |
|
|
2023
Q4 | $313K | Hold |
885
| – | – | 0.17% | 74 |
|
|
2023
Q3 | $266K | Buy |
+885
| New | +$266K | 0.15% | 66 |
|