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Capital Financial Planning, LLC

SEC CIK
0001763608
Latest filing
Oct 12, 2023

META holding history

Meta Platforms, Inc. in every 13F filed by Capital Financial Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of META by Capital Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−812−100.0%Sold outHolders
Q2 2023812$233.0K0.1%−248−23.4%ReducedHolders
Q1 20231,060$224.7K0.1%+1,060NewHolders
Q3 20220$00.0%−1,813−100.0%Sold outHolders
Q2 20221,813$292.0K0.1%−157−8.0%ReducedHolders
Q1 20221,970$438.0K0.2%+129+7.0%AddedHolders
Q4 20211,841$619.0K0.2%+114+6.6%AddedHolders
Q3 20211,727$586.0K0.2%−65−3.6%ReducedHolders
Q2 20211,792$623.0K0.2%−61−3.3%ReducedHolders
Q1 20211,853$546.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.