MAM
McLean Asset Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
1,880
+414
| +28% | +$295K | 0.35% | 40 |
|
|
2025
Q1 | $748K | Sell |
1,466
-92
| -6% | -$47K | 0.25% | 51 |
|
|
2024
Q4 | $912K | Buy |
1,558
+192
| +14% | +$112K | 0.27% | 48 |
|
|
2024
Q3 | $814K | Buy |
1,366
+29
| +2% | +$17.3K | 0.25% | 55 |
|
|
2024
Q2 | $715K | Buy |
1,337
+111
| +9% | +$59.3K | 0.23% | 56 |
|
|
2024
Q1 | $634K | Sell |
1,226
-34
| -3% | -$17.6K | 0.22% | 61 |
|
|
2023
Q4 | $443K | Buy |
1,260
+133
| +12% | +$46.8K | 0.17% | 72 |
|
|
2023
Q3 | $363K | Hold |
1,127
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $323K | Buy |
1,127
+35
| +3% | +$10K | 0.13% | 90 |
|
|
2023
Q1 | $231K | Buy |
+1,092
| New | +$231K | 0.1% | 110 |
|
|
2022
Q3 | – | Sell |
-1,486
| Closed | -$252K | – | 134 |
|
|
2022
Q2 | $252K | Sell |
1,486
-105
| -7% | -$17.8K | 0.1% | 96 |
|
|
2022
Q1 | $354K | Buy |
1,591
+213
| +15% | +$47.4K | 0.26% | 72 |
|
|
2021
Q4 | $459K | Sell |
1,378
-33
| -2% | -$11K | 0.18% | 61 |
|
|
2021
Q3 | $446K | Buy |
1,411
+477
| +51% | +$151K | 0.17% | 64 |
|
|
2021
Q2 | $319K | Buy |
934
+89
| +11% | +$30.4K | 0.14% | 71 |
|
|
2021
Q1 | $257K | Buy |
845
+77
| +10% | +$23.4K | 0.2% | 80 |
|
|
2020
Q4 | $210K | Buy |
+768
| New | +$210K | 0.18% | 88 |
|