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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

META holding history

Meta Platforms, Inc. in every 13F filed by CIC Wealth, 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 2024 holdings

Shares (Q3 2024)
3,631
Value
$2.08M
% of portfolio
0.5%
Quarters held
8
Since Q4 2022
Holdings of META by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20243,631$2.08M0.5%+106+3.0%AddedHolders
Q2 20243,525$1.78M0.5%+53+1.5%AddedHolders
Q1 20243,472$1.69M0.5%+1,229+54.8%AddedHolders
Q4 20232,243$793.9K0.3%+15+0.7%AddedHolders
Q3 20232,228$668.9K0.2%00.0%UnchangedHolders
Q2 20232,228$639.4K0.2%−5−0.2%ReducedHolders
Q1 20232,233$473.3K0.2%−82−3.5%ReducedHolders
Q4 20222,315$278.6K0.1%–No prior filingHolders