CWM
Concentric Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-509
| Closed | -$257K | – | 137 |
|
|
2024
Q2 | $257K | Buy |
509
+23
| +5% | +$11.6K | 0.07% | 119 |
|
|
2024
Q1 | $236K | Buy |
+486
| New | +$236K | 0.06% | 126 |
|
|
2022
Q1 | – | Sell |
-604
| Closed | -$203K | – | 129 |
|
|
2021
Q4 | $203K | Sell |
604
-50
| -8% | -$16.8K | 0.06% | 127 |
|
|
2021
Q3 | $222K | Sell |
654
-32
| -5% | -$10.9K | 0.07% | 122 |
|
|
2021
Q2 | $239K | Sell |
686
-10
| -1% | -$3.48K | 0.07% | 124 |
|
|
2021
Q1 | $205K | Buy |
+696
| New | +$205K | 0.07% | 126 |
|