EFS
Essex Financial Services’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
16,504
+1,212
| +8% | +$895K | 0.8% | 23 |
|
|
2025
Q1 | $8.81M | Sell |
15,292
-1,840
| -11% | -$1.06M | 0.63% | 33 |
|
|
2024
Q4 | $10M | Buy |
17,132
+1,569
| +10% | +$919K | 0.71% | 27 |
|
|
2024
Q3 | $9.06M | Sell |
15,563
-1,018
| -6% | -$592K | 0.65% | 29 |
|
|
2024
Q2 | $8.45M | Buy |
16,581
+2,121
| +15% | +$1.08M | 0.63% | 33 |
|
|
2024
Q1 | $7.02M | Buy |
14,460
+1,214
| +9% | +$589K | 0.65% | 33 |
|
|
2023
Q4 | $4.69M | Buy |
13,246
+720
| +6% | +$255K | 0.48% | 50 |
|
|
2023
Q3 | $3.76M | Sell |
12,526
-363
| -3% | -$109K | 0.44% | 56 |
|
|
2023
Q2 | $3.7M | Sell |
12,889
-458
| -3% | -$131K | 0.42% | 58 |
|
|
2023
Q1 | $2.83M | Buy |
13,347
+1,123
| +9% | +$238K | 0.3% | 84 |
|
|
2022
Q4 | $1.47M | Sell |
12,224
-3,018
| -20% | -$363K | 0.16% | 131 |
|
|
2022
Q3 | $2.07M | Buy |
15,242
+957
| +7% | +$130K | 0.25% | 94 |
|
|
2022
Q2 | $2.3M | Buy |
14,285
+360
| +3% | +$58.1K | 0.26% | 95 |
|
|
2022
Q1 | $3.1M | Buy |
13,925
+308
| +2% | +$68.5K | 0.3% | 83 |
|
|
2021
Q4 | $4.58M | Sell |
13,617
-2,056
| -13% | -$692K | 0.45% | 53 |
|
|
2021
Q3 | $5.32M | Buy |
15,673
+3,175
| +25% | +$1.08M | 0.61% | 37 |
|
|
2021
Q2 | $3.68M | Hold |
12,498
| – | – | 0.53% | 41 |
|
|
2021
Q1 | $3.68M | Sell |
12,498
-355
| -3% | -$105K | 0.66% | 38 |
|
|
2020
Q4 | $3.51M | Buy |
12,853
+380
| +3% | +$104K | 0.69% | 37 |
|
|
2020
Q3 | $3.27M | Buy |
12,473
+664
| +6% | +$174K | 0.8% | 30 |
|
|
2020
Q2 | $2.68M | Sell |
11,809
-2,547
| -18% | -$578K | 0.83% | 29 |
|
|
2020
Q1 | $2.4M | Buy |
14,356
+2,429
| +20% | +$405K | 0.85% | 30 |
|
|
2019
Q4 | $2.45M | Sell |
11,927
-199
| -2% | -$40.8K | 0.68% | 42 |
|
|
2019
Q3 | $2.16M | Sell |
12,126
-913
| -7% | -$163K | 0.7% | 41 |
|
|
2019
Q2 | $2.52M | Sell |
13,039
-1,012
| -7% | -$195K | 0.74% | 37 |
|
|
2019
Q1 | $2.34M | Sell |
14,051
-3,707
| -21% | -$618K | 0.71% | 39 |
|
|
2018
Q4 | $2.33M | Sell |
17,758
-6,984
| -28% | -$916K | 0.71% | 39 |
|
|
2018
Q3 | $4.07M | Sell |
24,742
-1,426
| -5% | -$235K | 0.9% | 27 |
|
|
2018
Q2 | $5.09M | Buy |
26,168
+1,145
| +5% | +$222K | 1.22% | 24 |
|
|
2018
Q1 | $4M | Sell |
25,023
-373
| -1% | -$59.6K | 0.78% | 34 |
|
|
2017
Q4 | $4.48M | Sell |
25,396
-160
| -0.6% | -$28.2K | 1.07% | 25 |
|
|
2017
Q3 | $4.37M | Buy |
25,556
+1,811
| +8% | +$309K | 1.07% | 23 |
|
|
2017
Q2 | $3.59M | Buy |
23,745
+7,965
| +50% | +$1.2M | 0.76% | 36 |
|
|
2017
Q1 | $2.24M | Sell |
15,780
-5,890
| -27% | -$837K | 0.52% | 49 |
|
|
2016
Q4 | $2.49M | Buy |
21,670
+2,930
| +16% | +$337K | 0.53% | 49 |
|
|
2016
Q3 | $2.41M | Buy |
18,740
+1,173
| +7% | +$151K | 0.57% | 49 |
|
|
2016
Q2 | $2.01M | Buy |
17,567
+325
| +2% | +$37.1K | 0.49% | 53 |
|
|
2016
Q1 | $1.97M | Sell |
17,242
-2,805
| -14% | -$320K | 0.49% | 52 |
|
|
2015
Q4 | $2.1M | Buy |
20,047
+3,514
| +21% | +$368K | 0.5% | 51 |
|
|
2015
Q3 | $1.49M | Buy |
16,533
+3,696
| +29% | +$332K | 0.39% | 68 |
|
|
2015
Q2 | $1.1M | Sell |
12,837
-428
| -3% | -$36.7K | 0.28% | 88 |
|
|
2015
Q1 | $1.09M | Buy |
13,265
+200
| +2% | +$16.4K | 0.28% | 94 |
|
|
2014
Q4 | $1.02M | Buy |
13,065
+1,425
| +12% | +$111K | 0.27% | 93 |
|
|
2014
Q3 | $920K | Buy |
11,640
+3,210
| +38% | +$254K | 0.28% | 90 |
|
|
2014
Q2 | $567K | Hold |
8,430
| – | – | 0.17% | 141 |
|
|
2014
Q1 | $508K | Sell |
8,430
-2,050
| -20% | -$124K | 0.17% | 140 |
|
|
2013
Q4 | $573K | Buy |
10,480
+750
| +8% | +$41K | 0.19% | 122 |
|
|
2013
Q3 | $489 | Sell |
9,730
-70
| -0.7% | -$4 | 0.15% | 133 |
|
|
2013
Q2 | $244K | Buy |
+9,800
| New | +$244K | 0.09% | 217 |
|