LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163M | Sell |
220,562
-1,127
| -0.5% | -$832K | 1.44% | 24 |
|
|
2025
Q1 | $115M | Buy |
221,689
+2,226
| +1% | +$1.16M | 1.12% | 29 |
|
|
2024
Q4 | $145M | Sell |
219,463
-1,197
| -0.5% | -$790K | 1.25% | 26 |
|
|
2024
Q3 | $125M | Sell |
220,660
-2,200
| -1% | -$1.25M | 1.12% | 28 |
|
|
2024
Q2 | $109M | Sell |
222,860
-547
| -0.2% | -$268K | 1.01% | 30 |
|
|
2024
Q1 | $108M | Sell |
223,407
-3,395
| -1% | -$1.64M | 1.07% | 28 |
|
|
2023
Q4 | $88.5M | Sell |
226,802
-985
| -0.4% | -$384K | 0.88% | 31 |
|
|
2023
Q3 | $70.8M | Sell |
227,787
-9,554
| -4% | -$2.97M | 0.79% | 32 |
|
|
2023
Q2 | $68.1M | Sell |
237,341
-6,669
| -3% | -$1.91M | 0.73% | 34 |
|
|
2023
Q1 | $51.7M | Sell |
244,010
-48,830
| -17% | -$10.3M | 0.59% | 39 |
|
|
2022
Q4 | $35.2M | Sell |
292,840
-127,695
| -30% | -$15.4M | 0.44% | 47 |
|
|
2022
Q3 | $57.1M | Sell |
420,535
-13,837
| -3% | -$1.88M | 0.74% | 35 |
|
|
2022
Q2 | $70M | Sell |
434,372
-7,884
| -2% | -$1.27M | 0.86% | 33 |
|
|
2022
Q1 | $98.3M | Sell |
442,256
-211
| -0% | -$46.9K | 1.01% | 32 |
|
|
2021
Q4 | $149M | Sell |
442,467
-1,326
| -0.3% | -$446K | 1.36% | 25 |
|
|
2021
Q3 | $151M | Buy |
443,793
+9,340
| +2% | +$3.17M | 1.49% | 23 |
|
|
2021
Q2 | $151M | Buy |
434,453
+8,839
| +2% | +$3.07M | 1.53% | 24 |
|
|
2021
Q1 | $125M | Buy |
425,614
+20,005
| +5% | +$5.89M | 1.39% | 28 |
|
|
2020
Q4 | $111M | Buy |
405,609
+18,603
| +5% | +$5.08M | 1.24% | 28 |
|
|
2020
Q3 | $101M | Buy |
387,006
+1,681
| +0.4% | +$440K | 1.27% | 25 |
|
|
2020
Q2 | $87.5M | Buy |
385,325
+6,528
| +2% | +$1.48M | 1.21% | 27 |
|
|
2020
Q1 | $63.2M | Buy |
378,797
+59,573
| +19% | +$9.94M | 1.06% | 29 |
|
|
2019
Q4 | $65.5M | Buy |
319,224
+2,947
| +0.9% | +$605K | 0.88% | 31 |
|
|
2019
Q3 | $56.3M | Buy |
316,277
+1,291
| +0.4% | +$230K | 0.82% | 35 |
|
|
2019
Q2 | $60.8M | Sell |
314,986
-66,189
| -17% | -$12.8M | 0.89% | 34 |
|
|
2019
Q1 | $63.5M | Buy |
381,175
+11,159
| +3% | +$1.86M | 0.97% | 32 |
|
|
2018
Q4 | $48.5M | Sell |
370,016
-15,220
| -4% | -$2M | 0.88% | 35 |
|
|
2018
Q3 | $63.4M | Buy |
385,236
+20,195
| +6% | +$3.32M | 1% | 32 |
|
|
2018
Q2 | $70.9M | Buy |
365,041
+29,677
| +9% | +$5.77M | 1.23% | 29 |
|
|
2018
Q1 | $53.6M | Sell |
335,364
-45,899
| -12% | -$7.33M | 0.97% | 33 |
|
|
2017
Q4 | $67.3M | Buy |
381,263
+1,831
| +0.5% | +$323K | 1.24% | 27 |
|
|
2017
Q3 | $64.8M | Buy |
379,432
+30,979
| +9% | +$5.29M | 1.25% | 28 |
|
|
2017
Q2 | $59M | Buy |
348,453
+49,708
| +17% | +$8.41M | 1.17% | 29 |
|
|
2017
Q1 | $42.4M | Buy |
298,745
+82,767
| +38% | +$11.8M | 0.89% | 36 |
|
|
2016
Q4 | $24.8M | Buy |
215,978
+142,415
| +194% | +$16.4M | 0.55% | 45 |
|
|
2016
Q3 | $9.44M | Buy |
73,563
+38,371
| +109% | +$4.92M | 0.22% | 67 |
|
|
2016
Q2 | $4.02M | Buy |
35,192
+30,372
| +630% | +$3.47M | 0.09% | 97 |
|
|
2016
Q1 | $550K | Buy |
4,820
+256
| +6% | +$29.2K | 0.01% | 179 |
|
|
2015
Q4 | $478K | Buy |
4,564
+1,235
| +37% | +$129K | 0.01% | 201 |
|
|
2015
Q3 | $286K | Hold |
3,329
| – | – | 0.01% | 246 |
|
|
2015
Q2 | $286K | Hold |
3,329
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $274K | Buy |
3,329
+10
| +0.3% | +$823 | 0.01% | 258 |
|
|
2014
Q4 | $259K | Buy |
3,319
+1,000
| +43% | +$78K | 0.01% | 249 |
|
|
2014
Q3 | $183K | Buy |
2,319
+600
| +35% | +$47.3K | ﹤0.01% | 282 |
|
|
2014
Q2 | $116K | Sell |
1,719
-877
| -34% | -$59.2K | ﹤0.01% | 340 |
|
|
2014
Q1 | $156K | Sell |
2,596
-122
| -4% | -$7.33K | ﹤0.01% | 287 |
|
|
2013
Q4 | $149K | Sell |
2,718
-748
| -22% | -$41K | ﹤0.01% | 286 |
|
|
2013
Q3 | $174K | Hold |
3,466
| – | – | 0.01% | 255 |
|
|
2013
Q2 | $86K | Buy |
+3,466
| New | +$86K | ﹤0.01% | 334 |
|