One Charles Private Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
|
|||||
|
2025
Q1 | $1.67M | Buy |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $1.47M | Sell |
|
|||||
|
2024
Q2 | $1.3M | Sell |
|
|||||
|
2024
Q1 | $1.29M | Sell |
|
|||||
|
2023
Q4 | $973K | Sell |
|
|||||
|
2023
Q3 | $826K | Hold |
|
|||||
|
2023
Q2 | $789K | Hold |
|
|||||
|
2023
Q1 | $583K | Hold |
|
|||||
|
2022
Q4 | $331K | Buy |
|
|||||
|
2022
Q3 | $367K | Buy |
|
|||||
|
2022
Q2 | $361K | Sell |
|
|||||
|
2022
Q1 | $529K | Buy |
|
|||||
|
2021
Q4 | $797K | Sell |
|
|||||
|
2021
Q3 | $806K | Sell |
|
|||||
|
2021
Q2 | $827K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $638K | Buy |
|