DBIA
Dumont & Blake Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.2M | Buy |
4,334
+24
| +0.6% | +$17.7K | 0.84% | 24 |
|
2025
Q1 | $2.48M | Buy |
4,310
+15
| +0.3% | +$8.65K | 0.7% | 33 |
|
2024
Q4 | $2.51M | Sell |
4,295
-39
| -0.9% | -$22.8K | 0.68% | 33 |
|
2024
Q3 | $2.48M | Sell |
4,334
-4,368
| -50% | -$2.5M | 0.66% | 36 |
|
2024
Q2 | $4.39M | Buy |
8,702
+4,381
| +101% | +$2.21M | 0.62% | 35 |
|
2024
Q1 | $2.1M | Buy |
4,321
+76
| +2% | +$36.9K | 0.6% | 41 |
|
2023
Q4 | $1.5M | Sell |
4,245
-52
| -1% | -$18.4K | 0.46% | 55 |
|
2023
Q3 | $1.29M | Buy |
4,297
+3
| +0.1% | +$901 | 0.44% | 62 |
|
2023
Q2 | $1.23M | Buy |
4,294
+23
| +0.5% | +$6.6K | 0.4% | 73 |
|
2023
Q1 | $905K | Sell |
4,271
-55
| -1% | -$11.7K | 0.31% | 87 |
|
2022
Q4 | $521K | Sell |
4,326
-390
| -8% | -$47K | 0.18% | 121 |
|
2022
Q3 | $640K | Sell |
4,716
-47
| -1% | -$6.38K | 0.24% | 103 |
|
2022
Q2 | $768K | Buy |
4,763
+20
| +0.4% | +$3.23K | 0.25% | 104 |
|
2022
Q1 | $1.06M | Sell |
4,743
-50
| -1% | -$11.1K | 0.29% | 91 |
|
2021
Q4 | $1.61M | Buy |
4,793
+3
| +0.1% | +$1.01K | 0.42% | 64 |
|
2021
Q3 | $1.63M | Buy |
4,790
+24
| +0.5% | +$8.15K | 0.46% | 59 |
|
2021
Q2 | $1.66M | Sell |
4,766
-25
| -0.5% | -$8.69K | 0.47% | 62 |
|
2021
Q1 | $1.41M | Sell |
4,791
-150
| -3% | -$44.2K | 0.43% | 68 |
|
2020
Q4 | $1.35M | Sell |
4,941
-95
| -2% | -$26K | 0.46% | 63 |
|
2020
Q3 | $1.32M | Sell |
5,036
-160
| -3% | -$41.9K | 0.5% | 58 |
|
2020
Q2 | $1.18M | Buy |
5,196
+162
| +3% | +$36.8K | 0.49% | 56 |
|
2020
Q1 | $840K | Buy |
5,034
+2,314
| +85% | +$386K | 0.43% | 67 |
|
2019
Q4 | $558K | Buy |
2,720
+128
| +5% | +$26.3K | 0.22% | 115 |
|
2019
Q3 | $462K | Sell |
2,592
-50
| -2% | -$8.91K | 0.19% | 124 |
|
2019
Q2 | $510K | Sell |
2,642
-575
| -18% | -$111K | 0.21% | 114 |
|
2019
Q1 | $536K | Buy |
3,217
+170
| +6% | +$28.3K | 0.23% | 112 |
|
2018
Q4 | $399K | Buy |
3,047
+305
| +11% | +$39.9K | 0.19% | 122 |
|
2018
Q3 | $451K | Buy |
2,742
+52
| +2% | +$8.55K | 0.18% | 132 |
|
2018
Q2 | $523K | Buy |
2,690
+50
| +2% | +$9.72K | 0.22% | 122 |
|
2018
Q1 | $422K | Buy |
2,640
+70
| +3% | +$11.2K | 0.18% | 130 |
|
2017
Q4 | $454K | Hold |
2,570
| – | – | 0.18% | 129 |
|
2017
Q3 | $439K | Buy |
2,570
+1,100
| +75% | +$188K | 0.19% | 127 |
|
2017
Q2 | $222K | Buy |
1,470
+30
| +2% | +$4.53K | 0.1% | 152 |
|
2017
Q1 | $205K | Buy |
+1,440
| New | +$205K | 0.09% | 154 |
|