LGA
Lebenthal Global Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.2M | Buy |
7,040
+687
| +11% | +$507K | 0.97% | 20 |
|
2025
Q1 | $3.66M | Sell |
6,353
-1,237
| -16% | -$713K | 0.69% | 23 |
|
2024
Q4 | $4.44M | Buy |
7,590
+230
| +3% | +$135K | 0.81% | 23 |
|
2024
Q3 | $4.21M | Buy |
7,360
+1,937
| +36% | +$1.11M | 0.86% | 22 |
|
2024
Q2 | $2.73M | Buy |
5,423
+160
| +3% | +$80.7K | 0.6% | 21 |
|
2024
Q1 | $2.56M | Buy |
5,263
+989
| +23% | +$480K | 0.57% | 24 |
|
2023
Q4 | $1.51M | Buy |
4,274
+1,982
| +86% | +$702K | 0.35% | 33 |
|
2023
Q3 | $688K | Buy |
2,292
+1,374
| +150% | +$412K | 0.21% | 60 |
|
2023
Q2 | $263K | Buy |
+918
| New | +$263K | 0.08% | 105 |
|
2023
Q1 | – | Sell |
-2,992
| Closed | -$360K | – | 127 |
|
2022
Q4 | $360K | Buy |
2,992
+1,140
| +62% | +$137K | 0.12% | 97 |
|
2022
Q3 | $251K | Sell |
1,852
-10
| -0.5% | -$1.36K | 0.12% | 101 |
|
2022
Q2 | $300K | Buy |
1,862
+768
| +70% | +$124K | 0.15% | 101 |
|
2022
Q1 | $243K | Buy |
1,094
+419
| +62% | +$93.1K | 0.1% | 130 |
|
2021
Q4 | $227K | Sell |
675
-410
| -38% | -$138K | 0.09% | 149 |
|
2021
Q3 | $368K | Buy |
1,085
+2
| +0.2% | +$678 | 0.23% | 83 |
|
2021
Q2 | $376K | Hold |
1,083
| – | – | 0.2% | 99 |
|
2021
Q1 | $318K | Buy |
1,083
+107
| +11% | +$31.4K | 0.2% | 89 |
|
2020
Q4 | $266K | Buy |
+976
| New | +$266K | 0.19% | 75 |
|