CWA
Consilio Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
6,441
+114
| +2% | +$83.6K | 1.69% | 12 |
|
|
2025
Q1 | $3.65M | Sell |
6,327
-295
| -4% | -$170K | 1.52% | 14 |
|
|
2024
Q4 | $3.88M | Buy |
6,622
+388
| +6% | +$227K | 1.59% | 13 |
|
|
2024
Q3 | $3.57M | Buy |
6,234
+1,179
| +23% | +$675K | 1.47% | 16 |
|
|
2024
Q2 | $2.55M | Buy |
5,055
+1,018
| +25% | +$514K | 1.14% | 20 |
|
|
2024
Q1 | $1.96M | Sell |
4,037
-617
| -13% | -$300K | 0.92% | 19 |
|
|
2023
Q4 | $1.65M | Buy |
4,654
+365
| +9% | +$129K | 0.84% | 18 |
|
|
2023
Q3 | $1.29M | Sell |
4,289
-62
| -1% | -$18.7K | 0.75% | 23 |
|
|
2023
Q2 | $1.25M | Buy |
4,351
+1,086
| +33% | +$312K | 0.69% | 23 |
|
|
2023
Q1 | $692K | Sell |
3,265
-1
| -0% | -$212 | 0.39% | 30 |
|
|
2022
Q4 | $393K | Buy |
3,266
+615
| +23% | +$74K | 0.25% | 36 |
|
|
2022
Q3 | $360K | Buy |
2,651
+873
| +49% | +$119K | 0.28% | 39 |
|
|
2022
Q2 | $287K | Sell |
1,778
-108
| -6% | -$17.4K | 0.23% | 34 |
|
|
2022
Q1 | $419K | Buy |
+1,886
| New | +$419K | 0.33% | 33 |
|