DACG
Donor Advised Charitable Giving’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Sell |
4,984
-325
| -6% | -$240K | 0.08% | 7 |
|
|
2025
Q1 | $3.06M | Sell |
5,309
-349
| -6% | -$201K | 0.09% | 10 |
|
|
2024
Q4 | $3.31M | Hold |
5,658
| – | – | 0.08% | 9 |
|
|
2024
Q3 | $3.24M | Sell |
5,658
-4,000
| -41% | -$2.29M | 0.08% | 7 |
|
|
2024
Q2 | $4.87M | Sell |
9,658
-772
| -7% | -$389K | 0.11% | 5 |
|
|
2024
Q1 | $5.06M | Hold |
10,430
| – | – | 0.16% | 3 |
|
|
2023
Q4 | $3.69M | Hold |
10,430
| – | – | 0.2% | 7 |
|
|
2023
Q3 | $3.13M | Hold |
10,430
| – | – | 0.19% | 5 |
|
|
2023
Q2 | $2.99M | Sell |
10,430
-935
| -8% | -$268K | 0.19% | 6 |
|
|
2023
Q1 | $2.41M | Hold |
11,365
| – | – | 0.22% | 10 |
|
|
2022
Q4 | $1.37M | Hold |
11,365
| – | – | 0.23% | 11 |
|
|
2022
Q3 | $1.54M | Hold |
11,365
| – | – | 0.33% | 11 |
|
|
2022
Q2 | $1.83M | Buy |
11,365
+9,603
| +545% | +$1.55M | 0.32% | 10 |
|
|
2022
Q1 | $392K | Hold |
1,762
| – | – | 0.04% | 36 |
|
|
2021
Q4 | $593K | Sell |
1,762
-25,483
| -94% | -$8.58M | 0.06% | 25 |
|
|
2021
Q3 | $9.25M | Hold |
27,245
| – | – | 1.65% | 4 |
|
|
2021
Q2 | $9.47M | Hold |
27,245
| – | – | 1.07% | 3 |
|
|
2021
Q1 | $8.02M | Sell |
27,245
-18,091
| -40% | -$5.33M | 0.82% | 53 |
|
|
2020
Q4 | $12.4M | Buy |
45,336
+43,574
| +2,473% | +$11.9M | 1.69% | 5 |
|
|
2020
Q3 | $461K | Hold |
1,762
| – | – | 0.13% | 27 |
|
|
2020
Q2 | $400K | Hold |
1,762
| – | – | 0.15% | 27 |
|
|
2020
Q1 | $294K | Sell |
1,762
-135
| -7% | -$22.5K | 0.15% | 35 |
|
|
2019
Q4 | $389K | Sell |
1,897
-660
| -26% | -$135K | 0.21% | 31 |
|
|
2019
Q3 | $455K | Sell |
2,557
-1,748
| -41% | -$311K | 0.35% | 22 |
|
|
2019
Q2 | $831K | Sell |
4,305
-1,291
| -23% | -$249K | 0.67% | 13 |
|
|
2019
Q1 | $933K | Sell |
5,596
-90
| -2% | -$15K | 0.78% | 8 |
|
|
2018
Q4 | $745K | Sell |
5,686
-376
| -6% | -$49.3K | 0.87% | 9 |
|
|
2018
Q3 | $997K | Hold |
6,062
| – | – | 0.72% | 7 |
|
|
2018
Q2 | $1.18M | Sell |
6,062
-805
| -12% | -$156K | 0.95% | 5 |
|
|
2018
Q1 | $1.1M | Hold |
6,867
| – | – | 0.85% | 5 |
|
|
2017
Q4 | $1.21M | Buy |
+6,867
| New | +$1.21M | 1.01% | 5 |
|