CWP
Cyndeo Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
29,892
-5,147
| -15% | -$3.8M | 1.31% | 12 |
|
|
2025
Q1 | $20.2M | Buy |
35,039
+4,682
| +15% | +$2.7M | 1.33% | 11 |
|
|
2024
Q4 | $17.8M | Buy |
30,357
+986
| +3% | +$577K | 1.2% | 12 |
|
|
2024
Q3 | $16.8M | Buy |
29,371
+4,947
| +20% | +$2.83M | 1.17% | 14 |
|
|
2024
Q2 | $12.3M | Buy |
24,424
+1,907
| +8% | +$962K | 0.96% | 21 |
|
|
2024
Q1 | $10.9M | Buy |
22,517
+9,481
| +73% | +$4.6M | 0.91% | 24 |
|
|
2023
Q4 | $4.61M | Buy |
13,036
+5,992
| +85% | +$2.12M | 0.43% | 78 |
|
|
2023
Q3 | $2.11M | Buy |
7,044
+831
| +13% | +$249K | 0.22% | 120 |
|
|
2023
Q2 | $1.78M | Buy |
6,213
+107
| +2% | +$30.7K | 0.19% | 132 |
|
|
2023
Q1 | $1.29M | Sell |
6,106
-2,265
| -27% | -$480K | 0.14% | 155 |
|
|
2022
Q4 | $1.01M | Buy |
+8,371
| New | +$1.01M | 0.12% | 167 |
|