CWM
Congress 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 | $130M | Buy |
176,762
+38,432
| +28% | +$28.4M | 1.26% | 6 |
|
|
2025
Q1 | $79.9M | Buy |
138,330
+27,121
| +24% | +$15.7M | 0.96% | 11 |
|
|
2024
Q4 | $65.1M | Sell |
111,209
-26,066
| -19% | -$15.3M | 0.9% | 16 |
|
|
2024
Q3 | $78.6M | Buy |
137,275
+31,504
| +30% | +$18M | 1.05% | 14 |
|
|
2024
Q2 | $53.3M | Buy |
105,771
+43,285
| +69% | +$21.8M | 0.85% | 20 |
|
|
2024
Q1 | $30.3M | Buy |
62,486
+15,949
| +34% | +$7.74M | 0.52% | 42 |
|
|
2023
Q4 | $16.5M | Buy |
46,537
+38,333
| +467% | +$13.6M | 0.3% | 83 |
|
|
2023
Q3 | $2.46M | Buy |
8,204
+2,376
| +41% | +$713K | 0.05% | 278 |
|
|
2023
Q2 | $1.67M | Sell |
5,828
-697
| -11% | -$200K | 0.04% | 287 |
|
|
2023
Q1 | $1.38M | Buy |
6,525
+496
| +8% | +$105K | 0.03% | 312 |
|
|
2022
Q4 | $726K | Sell |
6,029
-1,886
| -24% | -$227K | 0.02% | 368 |
|
|
2022
Q3 | $1.07M | Sell |
7,915
-810
| -9% | -$110K | 0.03% | 328 |
|
|
2022
Q2 | $1.41M | Sell |
8,725
-2,352
| -21% | -$379K | 0.04% | 307 |
|
|
2022
Q1 | $2.46M | Sell |
11,077
-31,240
| -74% | -$6.95M | 0.05% | 278 |
|
|
2021
Q4 | $14.2M | Buy |
+42,317
| New | +$14.2M | 0.28% | 92 |
|