Lipe & Dalton’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
2,796
+51
| +2% | +$37.6K | 1.11% | 34 |
|
|
2025
Q1 | $1.58M | Hold |
2,745
| – | – | 0.89% | 38 |
|
|
2024
Q4 | $1.61M | Sell |
2,745
-75
| -3% | -$43.9K | 0.85% | 37 |
|
|
2024
Q3 | $1.61M | Hold |
2,820
| – | – | 0.82% | 40 |
|
|
2024
Q2 | $1.42M | Buy |
2,820
+225
| +9% | +$113K | 0.76% | 42 |
|
|
2024
Q1 | $1.26M | Sell |
2,595
-55
| -2% | -$26.7K | 0.65% | 44 |
|
|
2023
Q4 | $938K | Buy |
2,650
+55
| +2% | +$19.5K | 0.51% | 51 |
|
|
2023
Q3 | $779K | Hold |
2,595
| – | – | 0.47% | 54 |
|
|
2023
Q2 | $745K | Hold |
2,595
| – | – | 0.42% | 54 |
|
|
2023
Q1 | $550K | Sell |
2,595
-500
| -16% | -$106K | 0.32% | 60 |
|
|
2022
Q4 | $372K | Sell |
3,095
-155
| -5% | -$18.6K | 0.21% | 63 |
|
|
2022
Q3 | $441K | Sell |
3,250
-1,180
| -27% | -$160K | 0.28% | 60 |
|
|
2022
Q2 | $714K | Buy |
4,430
+845
| +24% | +$136K | 0.42% | 55 |
|
|
2022
Q1 | $797K | Sell |
3,585
-155
| -4% | -$34.5K | 0.39% | 54 |
|
|
2021
Q4 | $1.26M | Sell |
3,740
-145
| -4% | -$48.8K | 0.6% | 45 |
|
|
2021
Q3 | $1.32M | Sell |
3,885
-25
| -0.6% | -$8.49K | 0.68% | 41 |
|
|
2021
Q2 | $1.36M | Buy |
3,910
+3,255
| +497% | +$1.13M | 0.71% | 43 |
|
|
2021
Q1 | $193K | Buy |
655
+175
| +36% | +$51.6K | 0.11% | 76 |
|
|
2020
Q4 | $131K | Hold |
480
| – | – | 0.08% | 77 |
|
|
2020
Q3 | $126K | Hold |
480
| – | – | 0.09% | 76 |
|
|
2020
Q2 | $109K | Sell |
480
-50
| -9% | -$11.4K | 0.08% | 81 |
|
|
2020
Q1 | $88K | Hold |
530
| – | – | 0.07% | 80 |
|
|
2019
Q4 | $109K | Sell |
530
-100
| -16% | -$20.6K | 0.07% | 82 |
|
|
2019
Q3 | $112K | Hold |
630
| – | – | 0.08% | 80 |
|
|
2019
Q2 | $122K | Buy |
+630
| New | +$122K | 0.09% | 74 |
|