BFA
Beaumont Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
36,682
-103
| -0.3% | -$76K | 1.96% | 15 |
|
|
2025
Q1 | $21.2M | Buy |
36,785
+31
| +0.1% | +$17.9K | 1.66% | 18 |
|
|
2024
Q4 | $21.5M | Buy |
36,754
+635
| +2% | +$372K | 1.61% | 21 |
|
|
2024
Q3 | $20.7M | Sell |
36,119
-2,748
| -7% | -$1.57M | 1.62% | 21 |
|
|
2024
Q2 | $19.6M | Sell |
38,867
-740
| -2% | -$373K | 1.57% | 20 |
|
|
2024
Q1 | $19.2M | Buy |
39,607
+55
| +0.1% | +$26.7K | 1.59% | 22 |
|
|
2023
Q4 | $14M | Sell |
39,552
-266
| -0.7% | -$94.2K | 1.28% | 26 |
|
|
2023
Q3 | $12M | Buy |
39,818
+5,979
| +18% | +$1.79M | 1.19% | 26 |
|
|
2023
Q2 | $9.71M | Sell |
33,839
-92
| -0.3% | -$26.4K | 0.9% | 33 |
|
|
2023
Q1 | $7.19M | Sell |
33,931
-259
| -0.8% | -$54.9K | 0.73% | 33 |
|
|
2022
Q4 | $4.11M | Sell |
34,190
-20,375
| -37% | -$2.45M | 0.41% | 39 |
|
|
2022
Q3 | $7.4M | Sell |
54,565
-1,184
| -2% | -$161K | 0.71% | 34 |
|
|
2022
Q2 | $8.99M | Sell |
55,749
-6,419
| -10% | -$1.04M | 0.81% | 35 |
|
|
2022
Q1 | $13.8M | Buy |
62,168
+1,130
| +2% | +$252K | 1.05% | 26 |
|
|
2021
Q4 | $20.5M | Sell |
61,038
-2,612
| -4% | -$879K | 1.49% | 18 |
|
|
2021
Q3 | $21.6M | Sell |
63,650
-1,002
| -2% | -$340K | 1.67% | 17 |
|
|
2021
Q2 | $22.5M | Buy |
64,652
+3,158
| +5% | +$1.1M | 1.71% | 17 |
|
|
2021
Q1 | $18.1M | Buy |
61,494
+7,996
| +15% | +$2.36M | 1.53% | 19 |
|
|
2020
Q4 | $14.6M | Sell |
53,498
-1,532
| -3% | -$418K | 1.3% | 20 |
|
|
2020
Q3 | $14.4M | Sell |
55,030
-142
| -0.3% | -$37.2K | 1.38% | 18 |
|
|
2020
Q2 | $12.5M | Buy |
55,172
+294
| +0.5% | +$66.8K | 1.31% | 20 |
|
|
2020
Q1 | $9.15M | Buy |
54,878
+10,132
| +23% | +$1.69M | 1.16% | 26 |
|
|
2019
Q4 | $9.18M | Buy |
44,746
+675
| +2% | +$139K | 0.9% | 40 |
|
|
2019
Q3 | $7.85M | Buy |
44,071
+1,242
| +3% | +$221K | 0.78% | 41 |
|
|
2019
Q2 | $8.27M | Buy |
42,829
+1,857
| +5% | +$358K | 0.85% | 38 |
|
|
2019
Q1 | $6.83M | Buy |
40,972
+142
| +0.3% | +$23.7K | 0.73% | 42 |
|
|
2018
Q4 | $5.35M | Sell |
40,830
-30,778
| -43% | -$4.03M | 0.87% | 32 |
|
|
2018
Q3 | $11.8M | Buy |
71,608
+11,724
| +20% | +$1.93M | 1.17% | 32 |
|
|
2018
Q2 | $11.6M | Sell |
59,884
-4,158
| -6% | -$808K | 1.23% | 28 |
|
|
2018
Q1 | $10.2M | Buy |
64,042
+2,891
| +5% | +$462K | 1.14% | 27 |
|
|
2017
Q4 | $10.8M | Buy |
61,151
+1,629
| +3% | +$287K | 1.26% | 31 |
|
|
2017
Q3 | $10.2M | Buy |
59,522
+24,091
| +68% | +$4.12M | 1.27% | 32 |
|
|
2017
Q2 | $5.35M | Buy |
35,431
+29,623
| +510% | +$4.47M | 0.69% | 43 |
|
|
2017
Q1 | $825K | Buy |
5,808
+745
| +15% | +$106K | 0.11% | 97 |
|
|
2016
Q4 | $582K | Buy |
5,063
+360
| +8% | +$41.4K | 0.09% | 93 |
|
|
2016
Q3 | $603K | Hold |
4,703
| – | – | 0.1% | 98 |
|
|
2016
Q2 | $537K | Buy |
4,703
+1,385
| +42% | +$158K | 0.09% | 94 |
|
|
2016
Q1 | $273K | Sell |
3,318
-155
| -4% | -$12.8K | 0.04% | 115 |
|
|
2015
Q4 | $363K | Buy |
3,473
+155
| +5% | +$16.2K | 0.06% | 90 |
|
|
2015
Q3 | $285K | Hold |
3,318
| – | – | 0.04% | 114 |
|
|
2015
Q2 | $285K | Hold |
3,318
| – | – | 0.04% | 114 |
|
|
2015
Q1 | $273K | Hold |
3,318
| – | – | 0.01% | 134 |
|
|
2014
Q4 | $259K | Hold |
3,318
| – | – | 0.01% | 139 |
|
|
2014
Q3 | $262K | Hold |
3,318
| – | – | 0.02% | 143 |
|
|
2014
Q2 | $223K | Buy |
+3,318
| New | +$223K | 0.02% | 154 |
|