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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.6M	Buy	133,969 +3,938	+3%	+$2.52M	0.99%	27
2025 Q4	$85.8M	Buy	130,031 +3,869	+3%	+$2.58M	1.04%	26
2025 Q3	$92.7M	Buy	126,162 +2,132	+2%	+$1.59M	1.12%	26
2025 Q2	$91.5M	Buy	124,030 +4,699	+4%	+$2.9M	1.14%	28
2025 Q1	$68.8M	Buy	119,331 +6,454	+6%	+$4.16M	0.9%	37
2024 Q4	$66.1M	Buy	112,877 +42	+0%	+$24.7K	0.85%	38
2024 Q3	$64.6M	Buy	112,835 +1,868	+2%	+$961K	0.82%	39
2024 Q2	$57.4M	Buy	110,967 +2,604	+2%	+$1.27M	0.77%	40
2024 Q1	$52.6M	Buy	108,363 +2,008	+2%	+$896K	0.72%	43
2023 Q4	$37.6M	Buy	106,355 +3,336	+3%	+$1.09M	0.57%	52
2023 Q3	$30.9M	Buy	103,019 +1,740	+2%	+$524K	0.51%	56
2023 Q2	$29.1M	Sell	101,279 -492	-0.5%	-$121K	0.46%	58
2023 Q1	$21.6M	Sell	101,771 -3,179	-3%	-$541K	0.37%	73
2022 Q4	$12.6M	Sell	104,950 -71,503	-41%	-$8.4M	0.23%	92
2022 Q3	$23.9M	Sell	176,453 -19,565	-10%	-$3.17M	0.47%	59
2022 Q2	$31.6M	Sell	196,018 -6,312	-3%	-$1.22M	0.58%	51
2022 Q1	$45M	Buy	202,330 +3,701	+2%	+$925K	0.71%	43
2021 Q4	$66.8M	Sell	198,629 -9,637	-5%	-$3.2M	1%	28
2021 Q3	$70.7M	Buy	208,266 +2,241	+1%	+$807K	1.17%	27
2021 Q2	$71.6M	Buy	206,025 +7,860	+4%	+$2.52M	1.21%	25
2021 Q1	$58.4M	Buy	198,165 +1,421	+0.7%	+$383K	1.08%	28
2020 Q4	$53.7M	Buy	196,744 +560	+0.3%	+$154K	1.05%	28
2020 Q3	$51.4M	Sell	196,184 -1,573	-0.8%	-$406K	1.11%	25
2020 Q2	$44.9M	Buy	197,757 +279	+0.1%	+$58.2K	1.05%	26
2020 Q1	$32.9M	Sell	197,478 -2,235	-1%	-$438K	0.92%	32
2019 Q4	$41M	Sell	199,713 -53	-0%	-$10.3K	0.91%	32
2019 Q3	$35.6M	Sell	199,766 -2,359	-1%	-$448K	0.85%	35
2019 Q2	$39M	Sell	202,125 -2,804	-1%	-$512K	0.95%	32
2019 Q1	$34.2M	Sell	204,929 -10,305	-5%	-$1.64M	0.86%	39
2018 Q4	$28.2M	Sell	215,234 -28,267	-12%	-$4.1M	0.8%	43
2018 Q3	$40M	Sell	243,501 -1,231	-0.5%	-$223K	0.95%	35
2018 Q2	$47.6M	Buy	244,732 +11,837	+5%	+$2.14M	1.23%	22
2018 Q1	$37.2M	Buy	232,895 +4,029	+2%	+$723K	0.96%	34
2017 Q4	$40.4M	Buy	228,866 +16,566	+8%	+$2.93M	1.08%	29
2017 Q3	$36.3M	Buy	212,300 +9,146	+5%	+$1.53M	0.95%	35
2017 Q2	$30.7M	Buy	203,154 +11,376	+6%	+$1.69M	0.86%	39
2017 Q1	$27.2M	Buy	191,778 +3,422	+2%	+$457K	0.78%	43
2016 Q4	$21.7M	Buy	188,356 +14,370	+8%	+$1.76M	0.65%	54
2016 Q3	$22.3M	Buy	173,986 +44,972	+35%	+$5.58M	0.77%	43
2016 Q2	$14.7M	Buy	129,014 +14,121	+12%	+$1.63M	0.45%	73
2016 Q1	$13.1M	Buy	114,893 +10,195	+10%	+$1.08M	0.41%	80
2015 Q4	$11M	Buy	104,698 +5,833	+6%	+$599K	0.35%	89
2015 Q3	$8.89M	Buy	98,865 +20,789	+27%	+$1.91M	0.3%	91
2015 Q2	$6.7M	Buy	78,076 +26,985	+53%	+$2.2M	0.21%	107
2015 Q1	$4.2M	Buy	51,091 +39,253	+332%	+$3.08M	0.13%	135
2014 Q4	$924K	Buy	11,838 +700	+6%	+$53.5K	0.03%	216
2014 Q3	$880K	Buy	11,138 +2,217	+25%	+$163K	0.03%	215
2014 Q2	$600K	Buy	8,921 +400	+5%	+$24.6K	0.02%	234
2014 Q1	$513K	Buy	8,521 +548	+7%	+$34.7K	0.02%	255
2013 Q4	$435K	Sell	7,973 -368	-4%	-$18.5K	0.01%	257
2013 Q3	$419K	Sell	8,341 -159	-2%	-$5.92K	0.01%	269
2013 Q2	$212K	Buy	+8,500	New	+$218K	0.01%	303