CWM
Cranbrook 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 | $156K | Buy |
211
+83
| +65% | +$61.3K | 0.03% | 128 |
|
|
2025
Q1 | $73.8K | Hold |
128
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $75K | Buy |
128
+2
| +2% | +$1.17K | 0.02% | 168 |
|
|
2024
Q3 | $72.2K | Buy |
126
+25
| +25% | +$14.3K | 0.02% | 168 |
|
|
2024
Q2 | $50.9K | Hold |
101
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $49.1K | Hold |
101
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $35.8K | Buy |
101
+45
| +80% | +$15.9K | 0.01% | 172 |
|
|
2023
Q3 | $16.8K | Hold |
56
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $16.1K | Hold |
56
| – | – | ﹤0.01% | 207 |
|
|
2023
Q1 | $11.9K | Hold |
56
| – | – | ﹤0.01% | 219 |
|
|
2022
Q4 | $6.74K | Hold |
56
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $8K | Sell |
56
-89
| -61% | -$12.7K | ﹤0.01% | 248 |
|
|
2022
Q2 | $23K | Hold |
145
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $32K | Sell |
145
-64
| -31% | -$14.1K | 0.01% | 215 |
|
|
2021
Q4 | $70K | Sell |
209
-36
| -15% | -$12.1K | 0.01% | 154 |
|
|
2021
Q3 | $83K | Buy |
245
+100
| +69% | +$33.9K | 0.02% | 146 |
|
|
2021
Q2 | $50K | Sell |
145
-11
| -7% | -$3.79K | 0.01% | 186 |
|
|
2021
Q1 | $46K | Buy |
156
+47
| +43% | +$13.9K | 0.01% | 188 |
|
|
2020
Q4 | $30K | Buy |
109
+89
| +445% | +$24.5K | 0.01% | 184 |
|
|
2020
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 229 |
|
|
2020
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 233 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 229 |
|
|
2019
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 232 |
|
|
2019
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 212 |
|
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 217 |
|
|
2018
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 211 |
|