LGA
META icon

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