BFG
META icon

Beacon Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.96M Buy
6,725
+450
+7% +$332K 0.52% 51
2025
Q1
$3.62M Buy
6,275
+148
+2% +$85.3K 0.39% 68
2024
Q4
$3.59M Sell
6,127
-113
-2% -$66.2K 0.39% 66
2024
Q3
$3.57M Sell
6,240
-260
-4% -$149K 0.39% 68
2024
Q2
$3.28M Sell
6,500
-157
-2% -$79.2K 0.37% 70
2024
Q1
$3.23M Sell
6,657
-172
-3% -$83.5K 0.37% 73
2023
Q4
$2.42M Buy
6,829
+3,956
+138% +$1.4M 0.29% 89
2023
Q3
$850K Sell
2,873
-14
-0.5% -$4.14K 0.12% 147
2023
Q2
$813K Sell
2,887
-90
-3% -$25.3K 0.11% 146
2023
Q1
$639K Buy
2,977
+472
+19% +$101K 0.09% 159
2022
Q4
$305K Sell
2,505
-8,982
-78% -$1.09M 0.04% 207
2022
Q3
$1.57M Buy
11,487
+147
+1% +$20K 0.24% 95
2022
Q2
$1.89M Sell
11,340
-494
-4% -$82.5K 0.28% 93
2022
Q1
$2.66M Buy
11,834
+608
+5% +$137K 0.35% 79
2021
Q4
$3.8M Buy
11,226
+294
+3% +$99.5K 0.49% 64
2021
Q3
$3.71M Buy
10,932
+107
+1% +$36.3K 0.5% 64
2021
Q2
$3.7M Buy
10,825
+304
+3% +$104K 0.52% 64
2021
Q1
$2.61M Hold
10,521
0.41% 74
2020
Q4
$2.61M Buy
10,521
+207
+2% +$51.3K 0.41% 75
2020
Q3
$2.7M Buy
10,314
+92
+0.9% +$24.1K 0.48% 61
2020
Q2
$2.26M Buy
10,222
+191
+2% +$42.1K 0.43% 68
2020
Q1
$1.67M Sell
10,031
-293
-3% -$48.6K 0.37% 76
2019
Q4
$2.12M Sell
10,324
-431
-4% -$88.5K 0.27% 82
2019
Q3
$1.91M Sell
10,755
-623
-5% -$110K 0.32% 84
2019
Q2
$2.2M Buy
11,378
+156
+1% +$30.1K 0.37% 75
2019
Q1
$1.87K Sell
11,222
-693
-6% -$116 0.31% 82
2018
Q4
$1.59M Buy
11,915
+5,442
+84% +$725K 0.3% 82
2018
Q3
$1.07M Buy
6,473
+306
+5% +$50.3K 0.18% 100
2018
Q2
$1.2M Sell
6,167
-111
-2% -$21.6K 0.2% 91
2018
Q1
$1M Buy
6,278
+1,141
+22% +$182K 0.17% 98
2017
Q4
$906K Buy
5,137
+69
+1% +$12.2K 0.16% 100
2017
Q3
$866K Sell
5,068
-1,597
-24% -$273K 0.16% 99
2017
Q2
$1.01M Sell
6,665
-36
-0.5% -$5.44K 0.19% 87
2017
Q1
$954K Buy
6,701
+944
+16% +$134K 0.18% 85
2016
Q4
$662K Buy
5,757
+1,822
+46% +$210K 0.13% 99
2016
Q3
$504K Buy
3,935
+400
+11% +$51.2K 0.11% 124
2016
Q2
$404K Hold
3,535
0.09% 131
2016
Q1
$405K Buy
3,535
+100
+3% +$11.5K 0.09% 135
2015
Q4
$364K Buy
3,435
+976
+40% +$103K 0.08% 136
2015
Q3
$213K Sell
2,459
-312
-11% -$27K 0.05% 156
2015
Q2
$237K Sell
2,771
-945
-25% -$80.8K 0.05% 160
2015
Q1
$310K Sell
3,716
-100
-3% -$8.34K 0.07% 141
2014
Q4
$302K Hold
3,816
0.06% 142
2014
Q3
$301K Sell
3,816
-100
-3% -$7.89K 0.07% 153
2014
Q2
$265K Buy
3,916
+100
+3% +$6.77K 0.06% 151
2014
Q1
$229K Sell
3,816
-430
-10% -$25.8K 0.05% 163
2013
Q4
$228K Sell
4,246
-6,518
-61% -$350K 0.04% 175
2013
Q3
$552K Buy
+10,764
New +$552K 0.12% 118