Dorchester Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.44M Buy
2,466
+35
+1% +$20.5K 0.29% 58
2024
Q3
$1.39M Buy
2,431
+57
+2% +$29.3K 0.25% 61
2024
Q2
$1.2M Sell
2,374
-205
-8% -$99.6K 0.23% 65
2024
Q1
$1.25M Sell
2,579
-45
-2% -$20.1K 0.23% 70
2023
Q4
$929K Hold
2,624
0.17% 80
2023
Q3
$788K Buy
2,624
+245
+10% +$73.8K 0.16% 84
2023
Q2
$683K Sell
2,379
-220
-8% -$54.3K 0.14% 84
2023
Q1
$551K Sell
2,599
-3,134
-55% -$534K 0.11% 93
2022
Q4
$690K Sell
5,733
-35,511
-86% -$4.17M 0.16% 77
2022
Q3
$5.6M Sell
41,244
-4,610
-10% -$747K 1.23% 29
2022
Q2
$7.39M Buy
45,854
+15,691
+52% +$3.03M 1.47% 22
2022
Q1
$8.38M Buy
30,163
+20,705
+219% +$5.17M 1.34% 26
2021
Q4
$3.18M Buy
9,458
+893
+10% +$296K 0.63% 45
2021
Q3
$2.91M Hold
8,565
0.72% 42
2021
Q2
$2.98M Sell
8,565
-175
-2% -$56.1K 0.68% 42
2021
Q1
$2.57M Sell
8,740
-660
-7% -$178K 0.64% 43
2020
Q4
$2.57M Buy
9,400
+1,750
+23% +$480K 0.68% 44
2020
Q3
$2M Sell
7,650
-2,725
-26% -$703K 0.62% 43
2020
Q2
$2.36M Buy
10,375
+840
+9% +$175K 0.75% 43
2020
Q1
$1.59M Sell
9,535
-1,621
-15% -$317K 0.59% 39
2019
Q4
$2.29M Buy
11,156
+276
+3% +$53.5K 0.64% 38
2019
Q3
$1.94M Buy
10,880
+350
+3% +$66.5K 0.57% 39
2019
Q2
$2.03M Buy
10,530
+1,750
+20% +$320K 0.6% 38
2019
Q1
$1.46M Sell
8,780
-60
-0.7% -$9.54K 0.45% 45
2018
Q4
$1.16M Buy
8,840
+1,045
+13% +$151K 0.4% 46
2018
Q3
$1.28M Buy
7,795
+2,220
+40% +$402K 0.4% 44
2018
Q2
$1.08M Hold
5,575
0.36% 48
2018
Q1
$891K Sell
5,575
-40
-0.7% -$7.18K 0.3% 52
2017
Q4
$991K Hold
5,615
0.31% 51
2017
Q3
$959K Sell
5,615
-45
-0.8% -$7.51K 0.31% 52
2017
Q2
$855K Hold
5,660
0.29% 54
2017
Q1
$804K Buy
5,660
+125
+2% +$16.7K 0.28% 61
2016
Q4
$637K Buy
5,535
+360
+7% +$44.2K 0.23% 63
2016
Q3
$664K Hold
5,175
0.25% 64
2016
Q2
$591K Buy
+5,175
New +$596K 0.22% 69

Other funds holding META

Dorchester Wealth Management's META Position: Q4 2024 in Review

Dorchester Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q4 2024, buying an estimated $20.5K and bringing the position to 2,466 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #58.

Dorchester Wealth Management first reported a position in META in Q2 2016 and has held it in 35 quarters since. The position peaked at $8.38M in Q1 2022. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Dorchester Wealth Management held 2,466 shares of Meta Platforms (Facebook) worth $1.44M as of Q4 2024.
  • Dorchester Wealth Management bought 35 Meta Platforms (Facebook) shares in Q4 2024, an estimated $20.5K.
  • Meta Platforms (Facebook) made up 0.29% of Dorchester Wealth Management's portfolio in Q4 2024, its #58 holding.
  • Dorchester Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 35 quarters since.
  • Dorchester Wealth Management's Meta Platforms (Facebook) position peaked at $8.38M in Q1 2022.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.