CWM
Compass Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
273
+3
| +1% | +$2.21K | 0.05% | 152 |
|
|
2025
Q1 | $156K | Buy |
270
+20
| +8% | +$11.5K | 0.04% | 159 |
|
|
2024
Q4 | $146K | Hold |
250
| – | – | 0.04% | 166 |
|
|
2024
Q3 | $143K | Hold |
250
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $126K | Hold |
250
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $121K | Hold |
250
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $88.5K | Hold |
250
| – | – | 0.02% | 198 |
|
|
2023
Q3 | $75.1K | Buy |
250
+150
| +150% | +$45K | 0.02% | 198 |
|
|
2023
Q2 | $28.7K | Hold |
100
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $21.2K | Buy |
+100
| New | +$21.2K | 0.01% | 316 |
|