A detailed history of Cassaday & CO Wealth Management LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,419 shares of META stock, worth $3.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,419
Previous 5,719 12.24%
Holding current value
$3.64 Million
Previous $2.78 Million 16.53%
% of portfolio
0.11%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$430.17 - $527.34 $301,119 - $369,138
700 Added 12.24%
6,419 $3.24 Million
Q1 2024

May 08, 2024

BUY
$344.47 - $512.19 $260,074 - $386,703
755 Added 15.21%
5,719 $2.78 Million
Q4 2023

Feb 09, 2024

SELL
$288.35 - $358.32 $33,448 - $41,565
-116 Reduced 2.28%
4,964 $1.76 Million
Q3 2023

Nov 06, 2023

BUY
$283.25 - $325.48 $51,834 - $59,562
183 Added 3.74%
5,080 $1.53 Million
Q2 2023

Aug 07, 2023

SELL
$207.55 - $288.73 $36,736 - $51,105
-177 Reduced 3.49%
4,897 $1.41 Million
Q1 2023

May 03, 2023

SELL
$124.74 - $211.94 $52,141 - $88,590
-418 Reduced 7.61%
5,074 $1.08 Million
Q4 2022

Feb 07, 2023

BUY
$88.91 - $140.28 $488,293 - $770,417
5,492 New
5,492 $0

Others Institutions Holding META

About Meta Platforms, Inc.


  • Ticker META
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Internet Content & Information
  • Shares Outstandng 2,248,669,952
  • Market Cap $1.28T
  • Description
  • Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, wearables, and in-home devices worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment's products include Facebook, which enables ...
More about META
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.