Curated Wealth Partners’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 | $3.38M | Sell |
4,573
-230
| -5% | -$170K | 0.4% | 15 |
|
|
2025
Q1 | $2.77M | Buy |
4,803
+644
| +15% | +$371K | 0.36% | 20 |
|
|
2024
Q4 | $2.44M | Sell |
4,159
-70
| -2% | -$41K | 0.28% | 19 |
|
|
2024
Q3 | $2.42M | Buy |
4,229
+841
| +25% | +$481K | 0.31% | 19 |
|
|
2024
Q2 | $1.71M | Buy |
+3,388
| New | +$1.71M | 0.24% | 25 |
|
|
2024
Q1 | – | Sell |
-1,602
| Closed | -$567K | – | 91 |
|
|
2023
Q4 | $567K | Buy |
1,602
+29
| +2% | +$10.3K | 0.09% | 83 |
|
|
2023
Q3 | $472K | Sell |
1,573
-125
| -7% | -$37.5K | 0.09% | 77 |
|
|
2023
Q2 | $487K | Buy |
1,698
+62
| +4% | +$17.8K | 0.09% | 73 |
|
|
2023
Q1 | $347K | Buy |
+1,636
| New | +$347K | 0.08% | 87 |
|
|
2022
Q4 | – | Sell |
-2,719
| Closed | -$370K | – | 134 |
|
|
2022
Q3 | $370K | Sell |
2,719
-1,325
| -33% | -$180K | 0.11% | 81 |
|
|
2022
Q2 | $651K | Sell |
4,044
-1,404
| -26% | -$226K | 0.19% | 50 |
|
|
2022
Q1 | $1.83M | Hold |
5,448
| – | – | 0.62% | 16 |
|
|
2021
Q4 | $1.83M | Sell |
5,448
-21
| -0.4% | -$7.07K | 0.59% | 17 |
|
|
2021
Q3 | $1.86M | Hold |
5,469
| – | – | 1.04% | 14 |
|
|
2021
Q2 | $1.9M | Buy |
5,469
+623
| +13% | +$217K | 1.04% | 14 |
|
|
2021
Q1 | $1.43M | Buy |
4,846
+73
| +2% | +$21.5K | 0.88% | 21 |
|
|
2020
Q4 | $1.3M | Buy |
+4,773
| New | +$1.3M | 0.85% | 20 |
|