Welch & Forbes’s Meta Platforms (Facebook) META Stock Holding History

Welch & Forbes’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$91.5M	Buy	124,030 +4,699	+4%	+$3.47M	1.14%	28
2025 Q1	$68.8M	Buy	119,331 +6,454	+6%	+$3.72M	0.9%	37
2024 Q4	$66.1M	Buy	112,877 +42	+0%	+$24.6K	0.85%	38
2024 Q3	$64.6M	Buy	112,835 +1,868	+2%	+$1.07M	0.82%	39
2024 Q2	$57.4M	Buy	110,967 +2,604	+2%	+$1.35M	0.77%	40
2024 Q1	$52.6M	Buy	108,363 +2,008	+2%	+$975K	0.72%	43
2023 Q4	$37.6M	Buy	106,355 +3,336	+3%	+$1.18M	0.57%	52
2023 Q3	$30.9M	Buy	103,019 +1,740	+2%	+$522K	0.51%	56
2023 Q2	$29.1M	Sell	101,279 -492	-0.5%	-$141K	0.46%	58
2023 Q1	$21.6M	Sell	101,771 -3,179	-3%	-$674K	0.37%	73
2022 Q4	$12.6M	Sell	104,950 -71,503	-41%	-$8.6M	0.23%	92
2022 Q3	$23.9M	Sell	176,453 -19,565	-10%	-$2.65M	0.47%	59
2022 Q2	$31.6M	Sell	196,018 -6,312	-3%	-$1.02M	0.58%	51
2022 Q1	$45M	Buy	202,330 +3,701	+2%	+$823K	0.71%	43
2021 Q4	$66.8M	Sell	198,629 -9,637	-5%	-$3.24M	1%	28
2021 Q3	$70.7M	Buy	208,266 +2,241	+1%	+$761K	1.17%	27
2021 Q2	$71.6M	Buy	206,025 +7,860	+4%	+$2.73M	1.21%	25
2021 Q1	$58.4M	Buy	198,165 +1,421	+0.7%	+$419K	1.08%	28
2020 Q4	$53.7M	Buy	196,744 +560	+0.3%	+$153K	1.05%	28
2020 Q3	$51.4M	Sell	196,184 -1,573	-0.8%	-$412K	1.11%	25
2020 Q2	$44.9M	Buy	197,757 +279	+0.1%	+$63.4K	1.05%	26
2020 Q1	$32.9M	Sell	197,478 -2,235	-1%	-$373K	0.92%	32
2019 Q4	$41M	Sell	199,713 -53	-0%	-$10.9K	0.91%	32
2019 Q3	$35.6M	Sell	199,766 -2,359	-1%	-$420K	0.85%	35
2019 Q2	$39M	Sell	202,125 -2,804	-1%	-$541K	0.95%	32
2019 Q1	$34.2M	Sell	204,929 -10,305	-5%	-$1.72M	0.86%	39
2018 Q4	$28.2M	Sell	215,234 -28,267	-12%	-$3.71M	0.8%	43
2018 Q3	$40M	Sell	243,501 -1,231	-0.5%	-$202K	0.95%	35
2018 Q2	$47.6M	Buy	244,732 +11,837	+5%	+$2.3M	1.23%	22
2018 Q1	$37.2M	Buy	232,895 +4,029	+2%	+$644K	0.96%	34
2017 Q4	$40.4M	Buy	228,866 +16,566	+8%	+$2.92M	1.08%	29
2017 Q3	$36.3M	Buy	212,300 +9,146	+5%	+$1.56M	0.95%	35
2017 Q2	$30.7M	Buy	203,154 +11,376	+6%	+$1.72M	0.86%	39
2017 Q1	$27.2M	Buy	191,778 +3,422	+2%	+$486K	0.78%	43
2016 Q4	$21.7M	Buy	188,356 +14,370	+8%	+$1.65M	0.65%	54
2016 Q3	$22.3M	Buy	173,986 +44,972	+35%	+$5.77M	0.77%	43
2016 Q2	$14.7M	Buy	129,014 +14,121	+12%	+$1.61M	0.45%	73
2016 Q1	$13.1M	Buy	114,893 +10,195	+10%	+$1.16M	0.41%	80
2015 Q4	$11M	Buy	104,698 +5,833	+6%	+$610K	0.35%	89
2015 Q3	$8.89M	Buy	98,865 +20,789	+27%	+$1.87M	0.3%	91
2015 Q2	$6.7M	Buy	78,076 +26,985	+53%	+$2.31M	0.21%	107
2015 Q1	$4.2M	Buy	51,091 +39,253	+332%	+$3.23M	0.13%	135
2014 Q4	$924K	Buy	11,838 +700	+6%	+$54.6K	0.03%	216
2014 Q3	$880K	Buy	11,138 +2,217	+25%	+$175K	0.03%	215
2014 Q2	$600K	Buy	8,921 +400	+5%	+$26.9K	0.02%	234
2014 Q1	$513K	Buy	8,521 +548	+7%	+$33K	0.02%	255
2013 Q4	$435K	Sell	7,973 -368	-4%	-$20.1K	0.01%	257
2013 Q3	$419K	Sell	8,341 -159	-2%	-$7.99K	0.01%	269
2013 Q2	$212K	Buy	+8,500	New	+$212K	0.01%	303