D.B. Root & Company’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 | $3.24M | Sell |
4,385
-900
| -17% | -$664K | 0.96% | 25 |
|
|
2025
Q1 | $3.05M | Sell |
5,285
-237
| -4% | -$137K | 0.98% | 22 |
|
|
2024
Q4 | $3.23M | Sell |
5,522
-206
| -4% | -$121K | 1.03% | 21 |
|
|
2024
Q3 | $3.28M | Buy |
5,728
+335
| +6% | +$192K | 1.08% | 20 |
|
|
2024
Q2 | $2.72M | Buy |
5,393
+1,184
| +28% | +$597K | 0.93% | 22 |
|
|
2024
Q1 | $2.04M | Sell |
4,209
-420
| -9% | -$204K | 0.69% | 29 |
|
|
2023
Q4 | $1.64M | Sell |
4,629
-2,353
| -34% | -$833K | 0.59% | 36 |
|
|
2023
Q3 | $2.1M | Buy |
6,982
+1
| +0% | +$300 | 0.82% | 22 |
|
|
2023
Q2 | $2M | Sell |
6,981
-125
| -2% | -$35.9K | 0.76% | 25 |
|
|
2023
Q1 | $1.51M | Buy |
7,106
+320
| +5% | +$67.8K | 0.59% | 36 |
|
|
2022
Q4 | $817K | Buy |
6,786
+2,174
| +47% | +$262K | 0.35% | 80 |
|
|
2022
Q3 | $625K | Sell |
4,612
-1,890
| -29% | -$256K | 0.28% | 90 |
|
|
2022
Q2 | $1.05M | Buy |
6,502
+183
| +3% | +$29.5K | 0.45% | 61 |
|
|
2022
Q1 | $1.41M | Sell |
6,319
-20
| -0.3% | -$4.45K | 0.52% | 41 |
|
|
2021
Q4 | $2.13M | Sell |
6,339
-437
| -6% | -$147K | 0.77% | 27 |
|
|
2021
Q3 | $2.3M | Sell |
6,776
-1,258
| -16% | -$427K | 0.9% | 22 |
|
|
2021
Q2 | $2.79M | Sell |
8,034
-128
| -2% | -$44.5K | 1.04% | 18 |
|
|
2021
Q1 | $2.4M | Buy |
8,162
+1,750
| +27% | +$515K | 0.94% | 20 |
|
|
2020
Q4 | $1.75M | Buy |
6,412
+1,793
| +39% | +$490K | 0.7% | 27 |
|
|
2020
Q3 | $1.21M | Sell |
4,619
-1,225
| -21% | -$321K | 0.49% | 46 |
|
|
2020
Q2 | $1.33M | Sell |
5,844
-5,716
| -49% | -$1.3M | 0.58% | 38 |
|
|
2020
Q1 | $1.93M | Buy |
11,560
+2,767
| +31% | +$461K | 0.97% | 19 |
|
|
2019
Q4 | $1.8M | Buy |
8,793
+3,440
| +64% | +$706K | 0.79% | 25 |
|
|
2019
Q3 | $953K | Buy |
5,353
+1,450
| +37% | +$258K | 0.44% | 62 |
|
|
2019
Q2 | $753K | Buy |
3,903
+1,943
| +99% | +$375K | 0.33% | 87 |
|
|
2019
Q1 | $327K | Sell |
1,960
-143
| -7% | -$23.9K | 0.14% | 168 |
|
|
2018
Q4 | $276K | Sell |
2,103
-34
| -2% | -$4.46K | 0.14% | 161 |
|
|
2018
Q3 | $351K | Sell |
2,137
-9,575
| -82% | -$1.57M | 0.15% | 155 |
|
|
2018
Q2 | $2.28M | Buy |
11,712
+3,824
| +48% | +$743K | 1.07% | 16 |
|
|
2018
Q1 | $1.26M | Buy |
+7,888
| New | +$1.26M | 0.67% | 42 |
|