DBIA
META icon

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