Connecticut Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
4,105
-83
| -2% | -$61.3K | 0.14% | 69 |
|
|
2025
Q1 | $2.41M | Buy |
4,188
+123
| +3% | +$70.9K | 0.13% | 83 |
|
|
2024
Q4 | $2.38M | Buy |
4,065
+37
| +0.9% | +$21.7K | 0.12% | 69 |
|
|
2024
Q3 | $2.31M | Sell |
4,028
-369
| -8% | -$211K | 0.11% | 92 |
|
|
2024
Q2 | $2.22M | Buy |
4,397
+932
| +27% | +$470K | 0.11% | 94 |
|
|
2024
Q1 | $1.68M | Sell |
3,465
-2,760
| -44% | -$1.34M | 0.09% | 104 |
|
|
2023
Q4 | $2.2M | Buy |
6,225
+3,193
| +105% | +$1.13M | 0.13% | 86 |
|
|
2023
Q3 | $910K | Buy |
3,032
+858
| +39% | +$258K | 0.06% | 124 |
|
|
2023
Q2 | $624K | Buy |
2,174
+300
| +16% | +$86.1K | 0.04% | 132 |
|
|
2023
Q1 | $397K | Buy |
1,874
+138
| +8% | +$29.2K | 0.03% | 157 |
|
|
2022
Q4 | $209K | Sell |
1,736
-18
| -1% | -$2.17K | 0.02% | 193 |
|
|
2022
Q3 | $238K | Sell |
1,754
-154
| -8% | -$20.9K | 0.02% | 172 |
|
|
2022
Q2 | $308K | Buy |
1,908
+691
| +57% | +$112K | 0.03% | 144 |
|
|
2022
Q1 | $271K | Sell |
1,217
-986
| -45% | -$220K | 0.02% | 160 |
|
|
2021
Q4 | $741K | Sell |
2,203
-158
| -7% | -$53.1K | 0.06% | 101 |
|
|
2021
Q3 | $801K | Buy |
2,361
+240
| +11% | +$81.4K | 0.07% | 88 |
|
|
2021
Q2 | $737K | Sell |
2,121
-774
| -27% | -$269K | 0.06% | 92 |
|
|
2021
Q1 | $853K | Buy |
2,895
+18
| +0.6% | +$5.3K | 0.08% | 72 |
|
|
2020
Q4 | $786K | Sell |
2,877
-246
| -8% | -$67.2K | 0.08% | 89 |
|
|
2020
Q3 | $818K | Buy |
3,123
+1,412
| +83% | +$370K | 0.09% | 93 |
|
|
2020
Q2 | $389K | Buy |
1,711
+104
| +6% | +$23.6K | 0.05% | 103 |
|
|
2020
Q1 | $268K | Sell |
1,607
-275
| -15% | -$45.9K | 0.04% | 121 |
|
|
2019
Q4 | $386K | Buy |
1,882
+200
| +12% | +$41K | 0.04% | 120 |
|
|
2019
Q3 | $300K | Hold |
1,682
| – | – | 0.04% | 129 |
|
|
2019
Q2 | $325K | Sell |
1,682
-209
| -11% | -$40.4K | 0.04% | 120 |
|
|
2019
Q1 | $315K | Sell |
1,891
-275
| -13% | -$45.8K | 0.11% | 59 |
|
|
2018
Q4 | $284K | Sell |
2,166
-195
| -8% | -$25.6K | 0.12% | 59 |
|
|
2018
Q3 | $384K | Buy |
2,361
+16
| +0.7% | +$2.6K | 0.17% | 50 |
|
|
2018
Q2 | $463K | Sell |
2,345
-23
| -1% | -$4.54K | 0.22% | 39 |
|
|
2018
Q1 | $368K | Buy |
2,368
+198
| +9% | +$30.8K | 0.21% | 42 |
|
|
2017
Q4 | $409K | Hold |
2,170
| – | – | 0.22% | 41 |
|
|
2017
Q3 | $374K | Buy |
2,170
+400
| +23% | +$68.9K | 0.22% | 46 |
|
|
2017
Q2 | $272K | Buy |
1,770
+180
| +11% | +$27.7K | 0.17% | 51 |
|
|
2017
Q1 | $226K | Sell |
1,590
-460
| -22% | -$65.4K | 0.14% | 56 |
|
|
2016
Q4 | $258K | Buy |
2,050
+50
| +3% | +$6.29K | 0.16% | 50 |
|
|
2016
Q3 | $256K | Buy |
+2,000
| New | +$256K | 0.18% | 47 |
|