Beese Fulmer Investment Management’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 | $25.9M | Buy |
35,064
+35
| +0.1% | +$25.8K | 1.93% | 12 |
|
|
2025
Q1 | $20.2M | Buy |
35,029
+377
| +1% | +$217K | 1.74% | 17 |
|
|
2024
Q4 | $20.3M | Buy |
34,652
+147
| +0.4% | +$86.1K | 1.73% | 16 |
|
|
2024
Q3 | $19.8M | Buy |
34,505
+371
| +1% | +$212K | 1.7% | 16 |
|
|
2024
Q2 | $17.2M | Buy |
34,134
+646
| +2% | +$326K | 1.57% | 19 |
|
|
2024
Q1 | $16.3M | Sell |
33,488
-11,792
| -26% | -$5.73M | 1.53% | 19 |
|
|
2023
Q4 | $16M | Sell |
45,280
-569
| -1% | -$201K | 1.66% | 16 |
|
|
2023
Q3 | $13.8M | Sell |
45,849
-1,014
| -2% | -$304K | 1.55% | 18 |
|
|
2023
Q2 | $13.4M | Sell |
46,863
-535
| -1% | -$154K | 1.45% | 20 |
|
|
2023
Q1 | $10M | Sell |
47,398
-1,349
| -3% | -$286K | 1.15% | 30 |
|
|
2022
Q4 | $5.87M | Sell |
48,747
-5,859
| -11% | -$705K | 0.71% | 49 |
|
|
2022
Q3 | $7.41M | Sell |
54,606
-773
| -1% | -$105K | 1% | 37 |
|
|
2022
Q2 | $8.93M | Sell |
55,379
-191
| -0.3% | -$30.8K | 1.14% | 28 |
|
|
2022
Q1 | $12.4M | Buy |
55,570
+1,215
| +2% | +$270K | 1.34% | 21 |
|
|
2021
Q4 | $18.3M | Buy |
54,355
+283
| +0.5% | +$95.2K | 1.9% | 9 |
|
|
2021
Q3 | $18.4M | Sell |
54,072
-158
| -0.3% | -$53.6K | 2.07% | 8 |
|
|
2021
Q2 | $18.9M | Sell |
54,230
-666
| -1% | -$232K | 2.13% | 9 |
|
|
2021
Q1 | $16.2M | Sell |
54,896
-1,148
| -2% | -$338K | 1.94% | 10 |
|
|
2020
Q4 | $15.3M | Sell |
56,044
-906
| -2% | -$247K | 1.96% | 10 |
|
|
2020
Q3 | $14.9M | Sell |
56,950
-72
| -0.1% | -$18.9K | 2.11% | 8 |
|
|
2020
Q2 | $12.9M | Buy |
57,022
+1,690
| +3% | +$384K | 1.91% | 9 |
|
|
2020
Q1 | $9.23M | Buy |
55,332
+79
| +0.1% | +$13.2K | 1.64% | 14 |
|
|
2019
Q4 | $11.3M | Buy |
55,253
+676
| +1% | +$139K | 1.59% | 13 |
|
|
2019
Q3 | $9.72M | Buy |
54,577
+784
| +1% | +$140K | 1.46% | 17 |
|
|
2019
Q2 | $10.4M | Buy |
53,793
+102
| +0.2% | +$19.7K | 1.97% | 10 |
|
|
2019
Q1 | $8.95M | Buy |
53,691
+695
| +1% | +$116K | 1.77% | 13 |
|
|
2018
Q4 | $6.95M | Buy |
52,996
+2,002
| +4% | +$262K | 1.56% | 19 |
|
|
2018
Q3 | $8.39M | Buy |
50,994
+1,942
| +4% | +$319K | 1.65% | 13 |
|
|
2018
Q2 | $9.53M | Buy |
49,052
+1,664
| +4% | +$323K | 2% | 8 |
|
|
2018
Q1 | $7.57M | Buy |
47,388
+446
| +1% | +$71.3K | 1.66% | 14 |
|
|
2017
Q4 | $8.28M | Buy |
46,942
+103
| +0.2% | +$18.2K | 1.78% | 12 |
|
|
2017
Q3 | $8M | Sell |
46,839
-249
| -0.5% | -$42.6K | 1.82% | 13 |
|
|
2017
Q2 | $7.11M | Sell |
47,088
-169
| -0.4% | -$25.5K | 1.7% | 14 |
|
|
2017
Q1 | $6.71M | Buy |
47,257
+140
| +0.3% | +$19.9K | 1.63% | 16 |
|
|
2016
Q4 | $5.42M | Buy |
47,117
+630
| +1% | +$72.5K | 1.4% | 24 |
|
|
2016
Q3 | $5.96M | Buy |
46,487
+580
| +1% | +$74.4K | 1.61% | 16 |
|
|
2016
Q2 | $5.25M | Buy |
45,907
+686
| +2% | +$78.4K | 1.49% | 22 |
|
|
2016
Q1 | $5M | Buy |
45,221
+2,827
| +7% | +$313K | 1.46% | 20 |
|
|
2015
Q4 | $4.44M | Buy |
42,394
+365
| +0.9% | +$38.2K | 1.37% | 24 |
|
|
2015
Q3 | $3.78M | Buy |
+42,029
| New | +$3.78M | 1.24% | 27 |
|