GIM
Groesbeck Investment Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $807K | Hold |
1,400
| – | – | 1.13% | 30 |
|
|
2024
Q4 | $820K | Sell |
1,400
-10
| -0.7% | -$5.86K | 1.07% | 30 |
|
|
2024
Q3 | $807K | Hold |
1,410
| – | – | 1.19% | 30 |
|
|
2024
Q2 | $711K | Hold |
1,410
| – | – | 0.98% | 36 |
|
|
2024
Q1 | $685K | Hold |
1,410
| – | – | 0.73% | 46 |
|
|
2023
Q4 | $499K | Hold |
1,410
| – | – | 0.69% | 51 |
|
|
2023
Q3 | $423K | Hold |
1,410
| – | – | 0.64% | 57 |
|
|
2023
Q2 | $405K | Hold |
1,410
| – | – | 0.62% | 55 |
|
|
2023
Q1 | $299K | Sell |
1,410
-1,499
| -52% | -$318K | 0.45% | 68 |
|
|
2022
Q4 | $350K | Sell |
2,909
-255
| -8% | -$30.7K | 0.59% | 58 |
|
|
2022
Q3 | $510K | Hold |
3,164
| – | – | 0.84% | 45 |
|
|
2022
Q2 | $510K | Hold |
3,164
| – | – | 0.84% | 45 |
|
|
2022
Q1 | $704K | Hold |
3,164
| – | – | 0.79% | 43 |
|
|
2021
Q4 | $1.06M | Sell |
3,164
-10
| -0.3% | -$3.36K | 1.35% | 20 |
|
|
2021
Q3 | $1.08M | Hold |
3,174
| – | – | 1.24% | 23 |
|
|
2021
Q2 | $1.1M | Hold |
3,174
| – | – | 1.41% | 21 |
|
|
2021
Q1 | $935K | Buy |
3,174
+500
| +19% | +$147K | 1.35% | 25 |
|
|
2020
Q4 | $730K | Hold |
2,674
| – | – | 1.2% | 30 |
|
|
2020
Q3 | $700K | Hold |
2,674
| – | – | 1.31% | 26 |
|
|
2020
Q2 | $607K | Hold |
2,674
| – | – | 1.2% | 32 |
|
|
2020
Q1 | $446K | Hold |
2,674
| – | – | 1.2% | 35 |
|
|
2019
Q4 | $549K | Sell |
2,674
-350
| -12% | -$71.9K | 0.41% | 72 |
|
|
2019
Q3 | $539K | Buy |
3,024
+239
| +9% | +$42.6K | 0.4% | 70 |
|
|
2019
Q2 | $538K | Sell |
2,785
-269
| -9% | -$52K | 0.44% | 64 |
|
|
2019
Q1 | $509K | Buy |
3,054
+490
| +19% | +$81.7K | 0.39% | 66 |
|
|
2018
Q4 | $336K | Sell |
2,564
-1,200
| -32% | -$157K | 0.29% | 70 |
|
|
2018
Q3 | $619K | Hold |
3,764
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $731K | Buy |
3,764
+400
| +12% | +$77.7K | 0.51% | 51 |
|
|
2018
Q1 | $538K | Buy |
3,364
+164
| +5% | +$26.2K | 0.39% | 61 |
|
|
2017
Q4 | $565K | Buy |
3,200
+1,140
| +55% | +$201K | 0.4% | 59 |
|
|
2017
Q3 | $352K | Hold |
2,060
| – | – | 0.25% | 72 |
|
|
2017
Q2 | $311K | Buy |
2,060
+300
| +17% | +$45.3K | 0.23% | 76 |
|
|
2017
Q1 | $250K | Buy |
+1,760
| New | +$250K | 0.19% | 81 |
|