OAM
Occidental 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 | $18.4M | Buy |
24,960
+253
| +1% | +$187K | 2.54% | 7 |
|
|
2025
Q1 | $14.2M | Buy |
24,707
+964
| +4% | +$556K | 2.15% | 11 |
|
|
2024
Q4 | $13.9M | Sell |
23,743
-386
| -2% | -$226K | 2.17% | 11 |
|
|
2024
Q3 | $13.8M | Buy |
24,129
+242
| +1% | +$139K | 2.23% | 10 |
|
|
2024
Q2 | $12M | Sell |
23,887
-1,913
| -7% | -$965K | 2.11% | 12 |
|
|
2024
Q1 | $12.5M | Buy |
25,800
+3,327
| +15% | +$1.62M | 2.34% | 11 |
|
|
2023
Q4 | $7.95M | Sell |
22,473
-914
| -4% | -$324K | 1.65% | 15 |
|
|
2023
Q3 | $7.02M | Sell |
23,387
-313
| -1% | -$94K | 1.63% | 15 |
|
|
2023
Q2 | $6.8M | Sell |
23,700
-476
| -2% | -$137K | 1.54% | 14 |
|
|
2023
Q1 | $5.12M | Sell |
24,176
-343
| -1% | -$72.7K | 1.28% | 19 |
|
|
2022
Q4 | $2.95M | Buy |
24,519
+2,044
| +9% | +$246K | 0.8% | 25 |
|
|
2022
Q3 | $3.05M | Sell |
22,475
-2
| -0% | -$271 | 0.91% | 20 |
|
|
2022
Q2 | $3.62M | Buy |
22,477
+146
| +0.7% | +$23.5K | 1.07% | 18 |
|
|
2022
Q1 | $4.97M | Buy |
22,331
+822
| +4% | +$183K | 1.27% | 16 |
|
|
2021
Q4 | $7.24M | Sell |
21,509
-700
| -3% | -$235K | 1.72% | 13 |
|
|
2021
Q3 | $7.54M | Buy |
22,209
+174
| +0.8% | +$59.1K | 1.96% | 10 |
|
|
2021
Q2 | $7.66M | Sell |
22,035
-522
| -2% | -$182K | 2.04% | 10 |
|
|
2021
Q1 | $6.64M | Buy |
22,557
+47
| +0.2% | +$13.8K | 1.97% | 11 |
|
|
2020
Q4 | $6.15M | Sell |
22,510
-263
| -1% | -$71.8K | 2.04% | 10 |
|
|
2020
Q3 | $5.96M | Sell |
22,773
-622
| -3% | -$163K | 2.48% | 7 |
|
|
2020
Q2 | $5.31M | Sell |
23,395
-580
| -2% | -$132K | 2.35% | 8 |
|
|
2020
Q1 | $4M | Buy |
23,975
+724
| +3% | +$121K | 2.01% | 11 |
|
|
2019
Q4 | $4.77M | Sell |
23,251
-94,398
| -80% | -$19.4M | 1.95% | 11 |
|
|
2019
Q3 | $21M | Sell |
117,649
-979
| -0.8% | -$174K | 8.78% | 1 |
|
|
2019
Q2 | $22.9M | Sell |
118,628
-285
| -0.2% | -$55K | 10.31% | 1 |
|
|
2019
Q1 | $19.8M | Buy |
118,913
+317
| +0.3% | +$52.8K | 9.53% | 1 |
|
|
2018
Q4 | $15.5M | Buy |
118,596
+54
| +0% | +$7.08K | 8.79% | 1 |
|
|
2018
Q3 | $19.5M | Sell |
118,542
-940
| -0.8% | -$155K | 9.73% | 1 |
|
|
2018
Q2 | $23.2M | Sell |
119,482
-11,609
| -9% | -$2.26M | 12.39% | 1 |
|
|
2018
Q1 | $20.9M | Buy |
131,091
+1,235
| +1% | +$197K | 11.29% | 1 |
|
|
2017
Q4 | $22.9M | Sell |
129,856
-824
| -0.6% | -$145K | 11.9% | 1 |
|
|
2017
Q3 | $22.3M | Sell |
130,680
-496
| -0.4% | -$84.8K | 12.34% | 1 |
|
|
2017
Q2 | $19.8M | Sell |
131,176
-2,327
| -2% | -$351K | 11.85% | 1 |
|
|
2017
Q1 | $19M | Sell |
133,503
-13,350
| -9% | -$1.9M | 12.56% | 1 |
|
|
2016
Q4 | $16.9M | Sell |
146,853
-5,490
| -4% | -$632K | 12.16% | 1 |
|
|
2016
Q3 | $19.5M | Sell |
152,343
-9,509
| -6% | -$1.22M | 15.92% | 1 |
|
|
2016
Q2 | $18.5M | Buy |
161,852
+32,609
| +25% | +$3.73M | 16.17% | 1 |
|
|
2016
Q1 | $14.7M | Hold |
129,243
| – | – | 17.79% | 1 |
|
|
2015
Q4 | $13.5M | Sell |
129,243
-1,200
| -0.9% | -$126K | 17.3% | 1 |
|
|
2015
Q3 | $11.7M | Sell |
130,443
-8,200
| -6% | -$737K | 16.42% | 1 |
|
|
2015
Q2 | $11.9M | Sell |
138,643
-66,800
| -33% | -$5.73M | 15.94% | 1 |
|
|
2015
Q1 | $16.9M | Sell |
205,443
-31,000
| -13% | -$2.55M | 21.1% | 1 |
|
|
2014
Q4 | $18.4M | Sell |
236,443
-60,300
| -20% | -$4.7M | 28.1% | 1 |
|
|
2014
Q3 | $23.5M | Sell |
296,743
-23,000
| -7% | -$1.82M | 38.2% | 1 |
|
|
2014
Q2 | $21.5M | Hold |
319,743
| – | – | 36.85% | 1 |
|
|
2014
Q1 | $19.3M | Buy |
+319,743
| New | +$19.3M | 34.37% | 1 |
|