CWS
Cypress Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
4,887
+305
| +7% | +$225K | 0.65% | 35 |
|
|
2025
Q1 | $2.64M | Sell |
4,582
-18
| -0.4% | -$10.4K | 0.54% | 43 |
|
|
2024
Q4 | $2.69M | Buy |
4,600
+307
| +7% | +$180K | 0.54% | 42 |
|
|
2024
Q3 | $2.46M | Buy |
4,293
+163
| +4% | +$93.3K | 0.51% | 43 |
|
|
2024
Q2 | $2.08M | Sell |
4,130
-7
| -0.2% | -$3.53K | 0.46% | 48 |
|
|
2024
Q1 | $2.01M | Buy |
4,137
+87
| +2% | +$42.2K | 0.47% | 50 |
|
|
2023
Q4 | $1.43M | Sell |
4,050
-17
| -0.4% | -$6.02K | 0.36% | 58 |
|
|
2023
Q3 | $1.22M | Buy |
4,067
+155
| +4% | +$46.5K | 0.34% | 62 |
|
|
2023
Q2 | $1.22M | Sell |
3,912
-32
| -0.8% | -$9.94K | 0.32% | 64 |
|
|
2023
Q1 | $836K | Sell |
3,944
-309
| -7% | -$65.5K | 0.24% | 81 |
|
|
2022
Q4 | $512K | Sell |
4,253
-11
| -0.3% | -$1.32K | 0.16% | 117 |
|
|
2022
Q3 | $569K | Sell |
4,264
-1,199
| -22% | -$160K | 0.19% | 100 |
|
|
2022
Q2 | $881K | Buy |
5,463
+506
| +10% | +$81.6K | 0.28% | 75 |
|
|
2022
Q1 | $1.1M | Buy |
4,957
+255
| +5% | +$56.7K | 0.3% | 63 |
|
|
2021
Q4 | $1.58M | Sell |
4,702
-139
| -3% | -$46.8K | 0.43% | 56 |
|
|
2021
Q3 | $1.64M | Sell |
4,841
-292
| -6% | -$99.1K | 0.49% | 50 |
|
|
2021
Q2 | $1.79M | Sell |
5,133
-347
| -6% | -$121K | 0.49% | 53 |
|
|
2021
Q1 | $1.61M | Buy |
5,480
+217
| +4% | +$63.9K | 0.34% | 64 |
|
|
2020
Q4 | $1.44M | Buy |
+5,263
| New | +$1.44M | 0.32% | 65 |
|
|
2020
Q3 | – | Sell |
-5,950
| Closed | -$1.35M | – | 153 |
|
|
2020
Q2 | $1.35M | Sell |
5,950
-4
| -0.1% | -$908 | 0.32% | 75 |
|
|
2020
Q1 | $993K | Buy |
5,954
+423
| +8% | +$70.5K | 0.29% | 90 |
|
|
2019
Q4 | $1.14M | Sell |
5,531
-1,502
| -21% | -$308K | 0.29% | 91 |
|
|
2019
Q3 | $1.25M | Buy |
7,033
+34
| +0.5% | +$6.05K | 0.34% | 90 |
|
|
2019
Q2 | $1.35M | Buy |
6,999
+818
| +13% | +$158K | 0.39% | 79 |
|
|
2019
Q1 | $1.03M | Sell |
6,181
-601
| -9% | -$100K | 0.33% | 89 |
|
|
2018
Q4 | $889K | Sell |
6,782
-2,370
| -26% | -$311K | 0.35% | 80 |
|
|
2018
Q3 | $1.51M | Buy |
9,152
+275
| +3% | +$45.2K | 0.54% | 56 |
|
|
2018
Q2 | $1.73M | Buy |
8,877
+1,182
| +15% | +$230K | 0.66% | 43 |
|
|
2018
Q1 | $1.23M | Buy |
7,695
+300
| +4% | +$48K | 0.52% | 55 |
|
|
2017
Q4 | $1.31M | Buy |
+7,395
| New | +$1.31M | 0.54% | 52 |
|