Alan B. Lancz & Associates’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
1,695
+245
| +17% | +$181K | 1.25% | 16 |
|
|
2025
Q1 | $836K | Buy |
1,450
+225
| +18% | +$130K | 0.89% | 27 |
|
|
2024
Q4 | $717K | Sell |
1,225
-700
| -36% | -$410K | 0.73% | 30 |
|
|
2024
Q3 | $1.1M | Buy |
1,925
+150
| +8% | +$85.9K | 1.01% | 23 |
|
|
2024
Q2 | $895K | Buy |
+1,775
| New | +$895K | 0.88% | 27 |
|
|
2023
Q4 | $837K | Sell |
2,365
-50
| -2% | -$17.7K | 0.88% | 27 |
|
|
2023
Q3 | $725K | Hold |
2,415
| – | – | 0.82% | 29 |
|
|
2023
Q2 | $693K | Hold |
2,415
| – | – | 0.74% | 30 |
|
|
2023
Q1 | $512K | Hold |
2,415
| – | – | 0.53% | 53 |
|
|
2022
Q4 | $331K | Hold |
2,415
| – | – | 0.33% | 92 |
|
|
2022
Q3 | $328K | Hold |
2,415
| – | – | 0.39% | 80 |
|
|
2022
Q2 | $384K | Hold |
2,415
| – | – | 0.38% | 77 |
|
|
2022
Q1 | $537K | Buy |
2,415
+600
| +33% | +$133K | 0.47% | 65 |
|
|
2021
Q4 | $610K | Buy |
+1,815
| New | +$610K | 0.53% | 53 |
|