CIA
Compass Ion Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
2,326
+6
| +0.3% | +$4.43K | 0.19% | 64 |
|
|
2025
Q1 | $1.34M | Sell |
2,320
-99
| -4% | -$57.1K | 0.16% | 78 |
|
|
2024
Q4 | $1.42M | Sell |
2,419
-15
| -0.6% | -$8.78K | 0.17% | 75 |
|
|
2024
Q3 | $1.39M | Buy |
2,434
+79
| +3% | +$45.2K | 0.17% | 77 |
|
|
2024
Q2 | $1.14M | Hold |
2,355
| – | – | 0.16% | 74 |
|
|
2024
Q1 | $1.14M | Sell |
2,355
-9
| -0.4% | -$4.37K | 0.16% | 75 |
|
|
2023
Q4 | $837K | Sell |
2,364
-12
| -0.5% | -$4.25K | 0.13% | 102 |
|
|
2023
Q3 | $713K | Buy |
+2,376
| New | +$713K | 0.12% | 110 |
|
|
2022
Q2 | – | Sell |
-1,908
| Closed | -$424K | – | 88 |
|
|
2022
Q1 | $424K | Sell |
1,908
-105
| -5% | -$23.3K | 0.13% | 54 |
|
|
2021
Q4 | $677K | Buy |
2,013
+175
| +10% | +$58.9K | 0.22% | 49 |
|
|
2021
Q3 | $624K | Buy |
1,838
+25
| +1% | +$8.49K | 0.22% | 46 |
|
|
2021
Q2 | $630K | Hold |
1,813
| – | – | 0.24% | 46 |
|
|
2021
Q1 | $534K | Buy |
1,813
+96
| +6% | +$28.3K | 0.22% | 45 |
|
|
2020
Q4 | $469K | Sell |
1,717
-225
| -12% | -$61.5K | 0.18% | 41 |
|
|
2020
Q3 | $509K | Buy |
+1,942
| New | +$509K | 0.32% | 36 |
|