CPWM
Cypress Point 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 | $4.38M | Buy |
5,929
+1,799
| +44% | +$1.33M | 1.07% | 13 |
|
|
2025
Q1 | $2.38M | Sell |
4,130
-60
| -1% | -$34.6K | 0.76% | 25 |
|
|
2024
Q4 | $2.45M | Sell |
4,190
-1,209
| -22% | -$708K | 0.76% | 25 |
|
|
2024
Q3 | $3.09M | Buy |
5,399
+1,526
| +39% | +$874K | 1.21% | 20 |
|
|
2024
Q2 | $1.95M | Sell |
3,873
-24
| -0.6% | -$12.1K | 0.92% | 28 |
|
|
2024
Q1 | $1.89M | Buy |
3,897
+89
| +2% | +$43.2K | 0.97% | 26 |
|
|
2023
Q4 | $1.35M | Sell |
3,808
-552
| -13% | -$195K | 1% | 29 |
|
|
2023
Q3 | $1.31M | Buy |
4,360
+578
| +15% | +$174K | 1.15% | 23 |
|
|
2023
Q2 | $1.09M | Hold |
3,782
| – | – | 1.16% | 23 |
|
|
2023
Q1 | $802K | Hold |
3,782
| – | – | 1.13% | 19 |
|
|
2022
Q4 | $455K | Sell |
3,782
-55
| -1% | -$6.62K | 0.71% | 28 |
|
|
2022
Q3 | $521K | Sell |
3,837
-115
| -3% | -$15.6K | 0.97% | 20 |
|
|
2022
Q2 | $637K | Sell |
3,952
-700
| -15% | -$113K | 1.12% | 20 |
|
|
2022
Q1 | $1.03M | Sell |
4,652
-135
| -3% | -$30K | 1.05% | 21 |
|
|
2021
Q4 | $1.61M | Hold |
4,787
| – | – | 1.49% | 15 |
|
|
2021
Q3 | $1.63M | Hold |
4,787
| – | – | 1.16% | 15 |
|
|
2021
Q2 | $1.66M | Sell |
4,787
-100
| -2% | -$34.8K | 1.18% | 14 |
|
|
2021
Q1 | $1.44M | Hold |
4,887
| – | – | 1.5% | 10 |
|
|
2020
Q4 | $1.34M | Buy |
+4,887
| New | +$1.34M | 2.03% | 10 |
|