JMFC
J.M. Forbes & Co’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Sell |
11,208
-46
| -0.4% | -$34K | 0.76% | 44 |
|
|
2025
Q1 | $6.49M | Sell |
11,254
-209
| -2% | -$120K | 0.63% | 50 |
|
|
2024
Q4 | $6.71M | Buy |
11,463
+232
| +2% | +$136K | 0.65% | 48 |
|
|
2024
Q3 | $6.43M | Buy |
11,231
+137
| +1% | +$78.4K | 0.63% | 49 |
|
|
2024
Q2 | $5.59M | Sell |
11,094
-68
| -0.6% | -$34.3K | 0.57% | 52 |
|
|
2024
Q1 | $5.42M | Hold |
11,162
| – | – | 0.59% | 51 |
|
|
2023
Q4 | $3.95M | Sell |
11,162
-17
| -0.2% | -$6.02K | 0.46% | 55 |
|
|
2023
Q3 | $3.36M | Hold |
11,179
| – | – | 0.44% | 56 |
|
|
2023
Q2 | $3.21M | Buy |
+11,179
| New | +$3.21M | 0.4% | 56 |
|
|
2022
Q2 | – | Sell |
-931
| Closed | -$207K | – | 118 |
|
|
2022
Q1 | $207K | Buy |
931
+42
| +5% | +$9.34K | 0.03% | 112 |
|
|
2021
Q4 | $299K | Hold |
889
| – | – | 0.03% | 99 |
|
|
2021
Q3 | $302K | Buy |
889
+10
| +1% | +$3.4K | 0.04% | 96 |
|
|
2021
Q2 | $306K | Hold |
879
| – | – | 0.04% | 97 |
|
|
2021
Q1 | $259K | Sell |
879
-88
| -9% | -$25.9K | 0.04% | 92 |
|
|
2020
Q4 | $264K | Hold |
967
| – | – | 0.04% | 91 |
|
|
2020
Q3 | $253K | Hold |
967
| – | – | 0.04% | 87 |
|
|
2020
Q2 | $220K | Buy |
+967
| New | +$220K | 0.04% | 87 |
|
|
2018
Q4 | – | Sell |
-46,887
| Closed | -$7.71M | – | 105 |
|
|
2018
Q3 | $7.71M | Sell |
46,887
-91
| -0.2% | -$15K | 1.64% | 32 |
|
|
2018
Q2 | $9.13M | Buy |
46,978
+80
| +0.2% | +$15.5K | 2.04% | 20 |
|
|
2018
Q1 | $7.49M | Buy |
46,898
+505
| +1% | +$80.7K | 1.75% | 30 |
|
|
2017
Q4 | $8.19M | Buy |
46,393
+1,017
| +2% | +$179K | 1.89% | 28 |
|
|
2017
Q3 | $7.75M | Sell |
45,376
-629
| -1% | -$107K | 1.93% | 25 |
|
|
2017
Q2 | $6.95M | Sell |
46,005
-321
| -0.7% | -$48.5K | 1.77% | 28 |
|
|
2017
Q1 | $6.58M | Buy |
46,326
+20
| +0% | +$2.84K | 1.72% | 28 |
|
|
2016
Q4 | $5.33M | Buy |
46,306
+229
| +0.5% | +$26.3K | 1.47% | 35 |
|
|
2016
Q3 | $5.91M | Buy |
+46,077
| New | +$5.91M | 1.61% | 32 |
|