RE Dickinson Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $293K | Hold |
50
| – | – | 0.02% | 114 |
|
|
2024
Q3 | $28.6K | Hold |
50
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $25.2K | Hold |
50
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $24K | Hold |
50
| – | – | 0.02% | 117 |
|
|
2023
Q4 | $18K | Sell |
50
-78
| -61% | -$28.1K | 0.01% | 138 |
|
|
2023
Q3 | $38K | Buy |
128
+50
| +64% | +$14.8K | 0.03% | 92 |
|
|
2023
Q2 | $22K | Sell |
78
-48
| -38% | -$13.5K | 0.01% | 212 |
|
|
2023
Q1 | $27K | Buy |
126
+24
| +24% | +$5.14K | 0.01% | 196 |
|
|
2022
Q4 | $12K | Hold |
102
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $14K | Sell |
102
-97
| -49% | -$13.3K | 0.01% | 135 |
|
|
2022
Q2 | $32 | Hold |
199
| – | – | ﹤0.01% | 97 |
|
|
2022
Q1 | $44K | Hold |
199
| – | – | 0.03% | 95 |
|
|
2021
Q4 | $67K | Buy |
+199
| New | +$67K | 0.05% | 72 |
|