Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-612
| Closed | -$217K | – | 87 |
|
|
2023
Q4 | $217K | Buy |
+612
| New | +$217K | 0.03% | 150 |
|
|
2023
Q3 | – | Sell |
-828
| Closed | -$238K | – | 166 |
|
|
2023
Q2 | $238K | Sell |
828
-136
| -14% | -$39K | 0.03% | 152 |
|
|
2023
Q1 | $204K | Buy |
+964
| New | +$204K | 0.03% | 162 |
|
|
2022
Q4 | – | Sell |
-1,893
| Closed | -$257K | – | 198 |
|
|
2022
Q3 | $257K | Buy |
1,893
+1,023
| +118% | +$139K | 0.04% | 145 |
|
|
2022
Q2 | $140K | Sell |
870
-90
| -9% | -$14.5K | 0.03% | 148 |
|
|
2022
Q1 | $213K | Sell |
960
-2,413
| -72% | -$535K | 0.04% | 113 |
|
|
2021
Q4 | $1.13M | Buy |
3,373
+2,332
| +224% | +$784K | 0.2% | 52 |
|
|
2021
Q3 | $353K | Sell |
1,041
-127
| -11% | -$43.1K | 0.16% | 54 |
|
|
2021
Q2 | $406K | Buy |
1,168
+266
| +29% | +$92.5K | 0.2% | 51 |
|
|
2021
Q1 | $265K | Sell |
902
-94
| -9% | -$27.6K | 0.17% | 71 |
|
|
2020
Q4 | $272K | Buy |
+996
| New | +$272K | 0.2% | 65 |
|