CA
Cumberland Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.68M | Sell |
7,700
-264
| -3% | -$195K | 2.39% | 12 |
|
2025
Q1 | $4.59M | Sell |
7,964
-486
| -6% | -$280K | 2.08% | 13 |
|
2024
Q4 | $4.95M | Hold |
8,450
| – | – | 1.97% | 14 |
|
2024
Q3 | $4.84M | Buy |
8,450
+250
| +3% | +$143K | 1.92% | 14 |
|
2024
Q2 | $4.13M | Sell |
8,200
-500
| -6% | -$252K | 1.69% | 16 |
|
2024
Q1 | $4.22M | Sell |
8,700
-1,200
| -12% | -$583K | 1.57% | 15 |
|
2023
Q4 | $3.5M | Hold |
9,900
| – | – | 1.5% | 15 |
|
2023
Q3 | $2.97M | Sell |
9,900
-800
| -7% | -$240K | 1.32% | 18 |
|
2023
Q2 | $3.07M | Hold |
10,700
| – | – | 1.4% | 15 |
|
2023
Q1 | $2.27M | Buy |
10,700
+600
| +6% | +$127K | 0.93% | 28 |
|
2022
Q4 | $1.22M | Hold |
10,100
| – | – | 0.53% | 38 |
|
2022
Q3 | $1.37M | Buy |
10,100
+1,675
| +20% | +$227K | 0.55% | 36 |
|
2022
Q2 | $1.36M | Buy |
8,425
+569
| +7% | +$91.8K | 0.45% | 34 |
|
2022
Q1 | $1.75M | Buy |
7,856
+2,381
| +43% | +$529K | 0.4% | 36 |
|
2021
Q4 | $1.84M | Sell |
5,475
-235
| -4% | -$79.1K | 0.39% | 35 |
|
2021
Q3 | $1.94M | Sell |
5,710
-365
| -6% | -$124K | 0.45% | 32 |
|
2021
Q2 | $2.11M | Hold |
6,075
| – | – | 0.5% | 32 |
|
2021
Q1 | $1.79M | Sell |
6,075
-495
| -8% | -$146K | 0.44% | 36 |
|
2020
Q4 | $1.8M | Buy |
+6,570
| New | +$1.8M | 0.66% | 30 |
|
2020
Q2 | $1.54M | Sell |
6,760
-1,200
| -15% | -$272K | 0.58% | 30 |
|
2020
Q1 | $1.33M | Buy |
7,960
+550
| +7% | +$91.8K | 0.54% | 30 |
|
2019
Q4 | $1.52M | Hold |
7,410
| – | – | 0.52% | 36 |
|
2019
Q3 | $1.32M | Hold |
7,410
| – | – | 0.37% | 41 |
|
2019
Q2 | $1.43M | Hold |
7,410
| – | – | 0.48% | 39 |
|
2019
Q1 | $1.24M | Buy |
7,410
+1,300
| +21% | +$217K | 0.43% | 39 |
|
2018
Q4 | $801K | Buy |
+6,110
| New | +$801K | 0.29% | 45 |
|