LSAG
Lake Street Advisors Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14M | Buy |
23,838
+1,154
| +5% | +$676K | 0.64% | 29 |
|
|
2024
Q3 | $13M | Buy |
22,684
+434
| +2% | +$248K | 0.6% | 32 |
|
|
2024
Q2 | $11.2M | Sell |
22,250
-90
| -0.4% | -$45.4K | 0.54% | 35 |
|
|
2024
Q1 | $10.8M | Buy |
22,340
+2,970
| +15% | +$1.44M | 0.51% | 40 |
|
|
2023
Q4 | $6.86M | Buy |
19,370
+345
| +2% | +$122K | 0.34% | 50 |
|
|
2023
Q3 | $5.71M | Sell |
19,025
-540
| -3% | -$162K | 0.34% | 49 |
|
|
2023
Q2 | $5.62M | Buy |
19,565
+262
| +1% | +$75.2K | 0.31% | 50 |
|
|
2023
Q1 | $4.09M | Buy |
19,303
+2,163
| +13% | +$458K | 0.25% | 62 |
|
|
2022
Q4 | $2.06M | Buy |
17,140
+120
| +0.7% | +$14.4K | 0.14% | 104 |
|
|
2022
Q3 | $2.31M | Sell |
17,020
-1,543
| -8% | -$209K | 0.17% | 88 |
|
|
2022
Q2 | $2.99M | Sell |
18,563
-2,774
| -13% | -$447K | 0.21% | 70 |
|
|
2022
Q1 | $4.75M | Buy |
21,337
+725
| +4% | +$161K | 0.3% | 49 |
|
|
2021
Q4 | $6.93M | Buy |
20,612
+587
| +3% | +$197K | 0.44% | 39 |
|
|
2021
Q3 | $6.8M | Buy |
20,025
+6,792
| +51% | +$2.31M | 0.73% | 30 |
|
|
2021
Q2 | $4.8M | Buy |
13,233
+273
| +2% | +$99K | 0.35% | 45 |
|
|
2021
Q1 | $3.82M | Sell |
12,960
-411
| -3% | -$121K | 0.31% | 46 |
|
|
2020
Q4 | $3.65M | Buy |
13,371
+240
| +2% | +$65.6K | 0.3% | 47 |
|
|
2020
Q3 | $3.44M | Buy |
13,131
+184
| +1% | +$48.2K | 0.32% | 43 |
|
|
2020
Q2 | $2.94M | Buy |
12,947
+760
| +6% | +$173K | 0.3% | 45 |
|
|
2020
Q1 | $2.03M | Buy |
12,187
+1,678
| +16% | +$280K | 0.25% | 47 |
|
|
2019
Q4 | $2.16M | Buy |
10,509
+580
| +6% | +$119K | 0.21% | 40 |
|
|
2019
Q3 | $1.54M | Sell |
9,929
-93
| -0.9% | -$14.4K | 0.17% | 46 |
|
|
2019
Q2 | $1.93M | Buy |
10,022
+404
| +4% | +$78K | 0.2% | 35 |
|
|
2019
Q1 | $1.6M | Buy |
9,618
+715
| +8% | +$119K | 0.17% | 40 |
|
|
2018
Q4 | $1.17M | Buy |
8,903
+319
| +4% | +$41.8K | 0.14% | 48 |
|
|
2018
Q3 | $1.41M | Sell |
8,584
-4,249
| -33% | -$699K | 0.16% | 39 |
|
|
2018
Q2 | $2.49M | Sell |
12,833
-227
| -2% | -$44.1K | 0.25% | 30 |
|
|
2018
Q1 | $2.09M | Sell |
13,060
-897
| -6% | -$143K | 0.23% | 33 |
|
|
2017
Q4 | $2.46M | Buy |
+13,957
| New | +$2.46M | 0.28% | 29 |
|