Appleton Partners’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 | $24.1M | Buy |
32,606
+697
| +2% | +$514K | 1.7% | 11 |
|
|
2025
Q1 | $18.4M | Buy |
31,909
+5,597
| +21% | +$3.23M | 1.42% | 14 |
|
|
2024
Q4 | $15.4M | Buy |
26,312
+951
| +4% | +$557K | 1.14% | 21 |
|
|
2024
Q3 | $14.5M | Buy |
25,361
+2,165
| +9% | +$1.24M | 1.07% | 23 |
|
|
2024
Q2 | $11.7M | Buy |
23,196
+16,252
| +234% | +$8.19M | 0.9% | 35 |
|
|
2024
Q1 | $3.37M | Sell |
6,944
-355
| -5% | -$172K | 0.26% | 90 |
|
|
2023
Q4 | $2.58M | Sell |
7,299
-322
| -4% | -$114K | 0.21% | 96 |
|
|
2023
Q3 | $2.29M | Sell |
7,621
-35
| -0.5% | -$10.5K | 0.2% | 98 |
|
|
2023
Q2 | $2.2M | Sell |
7,656
-115
| -1% | -$33K | 0.19% | 104 |
|
|
2023
Q1 | $1.65M | Sell |
7,771
-285
| -4% | -$60.4K | 0.15% | 122 |
|
|
2022
Q4 | $969K | Sell |
8,056
-1,330
| -14% | -$160K | 0.09% | 153 |
|
|
2022
Q3 | $1.27M | Sell |
9,386
-422
| -4% | -$57.2K | 0.13% | 134 |
|
|
2022
Q2 | $1.58M | Sell |
9,808
-662
| -6% | -$107K | 0.15% | 123 |
|
|
2022
Q1 | $2.33M | Sell |
10,470
-345
| -3% | -$76.7K | 0.19% | 109 |
|
|
2021
Q4 | $3.64M | Sell |
10,815
-280
| -3% | -$94.2K | 0.27% | 88 |
|
|
2021
Q3 | $3.77M | Sell |
11,095
-993
| -8% | -$337K | 0.31% | 82 |
|
|
2021
Q2 | $4.2M | Sell |
12,088
-542
| -4% | -$188K | 0.36% | 79 |
|
|
2021
Q1 | $3.72M | Sell |
12,630
-76
| -0.6% | -$22.4K | 0.35% | 79 |
|
|
2020
Q4 | $3.47M | Sell |
12,706
-36
| -0.3% | -$9.83K | 0.34% | 75 |
|
|
2020
Q3 | $3.34M | Sell |
12,742
-230
| -2% | -$60.2K | 0.37% | 73 |
|
|
2020
Q2 | $2.95M | Sell |
12,972
-960
| -7% | -$218K | 0.35% | 76 |
|
|
2020
Q1 | $2.32M | Sell |
13,932
-609
| -4% | -$102K | 0.32% | 78 |
|
|
2019
Q4 | $2.99M | Buy |
14,541
+650
| +5% | +$133K | 0.33% | 80 |
|
|
2019
Q3 | $2.47M | Sell |
13,891
-117
| -0.8% | -$20.8K | 0.3% | 87 |
|
|
2019
Q2 | $2.7M | Buy |
14,008
+421
| +3% | +$81.3K | 0.33% | 82 |
|
|
2019
Q1 | $2.27M | Sell |
13,587
-28,111
| -67% | -$4.69M | 0.3% | 90 |
|
|
2018
Q4 | $5.47M | Sell |
41,698
-16,313
| -28% | -$2.14M | 0.82% | 36 |
|
|
2018
Q3 | $9.54M | Sell |
58,011
-848
| -1% | -$139K | 1.27% | 18 |
|
|
2018
Q2 | $11.4M | Sell |
58,859
-5,420
| -8% | -$1.05M | 1.64% | 9 |
|
|
2018
Q1 | $10.3M | Sell |
64,279
-2,353
| -4% | -$376K | 1.56% | 10 |
|
|
2017
Q4 | $11.8M | Sell |
66,632
-153
| -0.2% | -$27K | 1.82% | 8 |
|
|
2017
Q3 | $11.4M | Sell |
66,785
-2,223
| -3% | -$380K | 1.92% | 8 |
|
|
2017
Q2 | $10.4M | Sell |
69,008
-997
| -1% | -$151K | 1.75% | 8 |
|
|
2017
Q1 | $9.94M | Sell |
70,005
-7,927
| -10% | -$1.13M | 1.83% | 8 |
|
|
2016
Q4 | $8.97M | Sell |
77,932
-5,562
| -7% | -$640K | 1.81% | 6 |
|
|
2016
Q3 | $10.7M | Sell |
83,494
-5,120
| -6% | -$657K | 2.02% | 5 |
|
|
2016
Q2 | $10.1M | Sell |
88,614
-4,562
| -5% | -$521K | 2.07% | 5 |
|
|
2016
Q1 | $10.6M | Buy |
93,176
+15,329
| +20% | +$1.75M | 2.1% | 5 |
|
|
2015
Q4 | $8.15M | Buy |
77,847
+5,263
| +7% | +$551K | 1.61% | 12 |
|
|
2015
Q3 | $6.53M | Buy |
72,584
+5,570
| +8% | +$501K | 1.48% | 20 |
|
|
2015
Q2 | $5.75M | Buy |
67,014
+680
| +1% | +$58.3K | 1.29% | 28 |
|
|
2015
Q1 | $5.45M | Buy |
66,334
+799
| +1% | +$65.7K | 1.23% | 30 |
|
|
2014
Q4 | $5.11M | Buy |
65,535
+3,105
| +5% | +$242K | 1.17% | 34 |
|
|
2014
Q3 | $4.93M | Buy |
62,430
+2,127
| +4% | +$168K | 1.15% | 38 |
|
|
2014
Q2 | $4.06M | Buy |
60,303
+1,903
| +3% | +$128K | 0.95% | 41 |
|
|
2014
Q1 | $3.52M | Buy |
58,400
+1,716
| +3% | +$103K | 0.83% | 47 |
|
|
2013
Q4 | $3.1M | Buy |
56,684
+6,611
| +13% | +$361K | 0.74% | 46 |
|
|
2013
Q3 | $2.52M | Buy |
+50,073
| New | +$2.52M | 0.67% | 46 |
|