CIA
Concurrent Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
59,508
+4,710
| +9% | +$3.48M | 0.85% | 13 |
|
|
2025
Q1 | $31.6M | Buy |
54,798
+7,828
| +17% | +$4.51M | 0.77% | 20 |
|
|
2024
Q4 | $27.5M | Buy |
46,970
+8,032
| +21% | +$4.7M | 0.74% | 25 |
|
|
2024
Q3 | $22.3M | Buy |
38,938
+4,336
| +13% | +$2.48M | 0.66% | 25 |
|
|
2024
Q2 | $17.4M | Buy |
34,602
+4,640
| +15% | +$2.34M | 0.57% | 37 |
|
|
2024
Q1 | $14.5M | Buy |
29,962
+1,353
| +5% | +$657K | 0.59% | 32 |
|
|
2023
Q4 | $10.1M | Buy |
+28,609
| New | +$10.1M | 0.48% | 46 |
|