WBC
West Branch Capital’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
10,814
+719
| +7% | +$531K | 2.36% | 12 |
|
|
2025
Q1 | $5.82M | Buy |
10,095
+1,820
| +22% | +$1.05M | 1.94% | 14 |
|
|
2024
Q4 | $4.85M | Buy |
8,275
+2,085
| +34% | +$1.22M | 1.55% | 18 |
|
|
2024
Q3 | $3.54M | Buy |
6,190
+943
| +18% | +$540K | 1.23% | 20 |
|
|
2024
Q2 | $2.65M | Buy |
5,247
+352
| +7% | +$177K | 0.98% | 21 |
|
|
2024
Q1 | $2.38M | Buy |
4,895
+1,556
| +47% | +$756K | 0.96% | 25 |
|
|
2023
Q4 | $1.18M | Buy |
3,339
+1,269
| +61% | +$449K | 0.56% | 32 |
|
|
2023
Q3 | $621K | Hold |
2,070
| – | – | 0.33% | 46 |
|
|
2023
Q2 | $594K | Buy |
2,070
+294
| +17% | +$84.4K | 0.3% | 47 |
|
|
2023
Q1 | $376K | Sell |
1,776
-42
| -2% | -$8.9K | 0.21% | 54 |
|
|
2022
Q4 | $219K | Sell |
1,818
-12,058
| -87% | -$1.45M | 0.14% | 71 |
|
|
2022
Q3 | $1.88M | Buy |
13,876
+21
| +0.2% | +$2.85K | 1.17% | 22 |
|
|
2022
Q2 | $2.23M | Sell |
13,855
-126
| -0.9% | -$20.3K | 1.29% | 20 |
|
|
2022
Q1 | $3.11M | Sell |
13,981
-987
| -7% | -$219K | 1.49% | 17 |
|
|
2021
Q4 | $5.03M | Buy |
14,968
+202
| +1% | +$67.9K | 2.14% | 8 |
|
|
2021
Q3 | $5.01M | Buy |
14,766
+91
| +0.6% | +$30.9K | 2.41% | 8 |
|
|
2021
Q2 | $5.1M | Buy |
14,675
+405
| +3% | +$141K | 2.51% | 7 |
|
|
2021
Q1 | $4.2M | Sell |
14,270
-313
| -2% | -$92.2K | 2.46% | 9 |
|
|
2020
Q4 | $3.98M | Buy |
14,583
+162
| +1% | +$44.2K | 2.35% | 10 |
|
|
2020
Q3 | $3.78M | Buy |
14,421
+1,193
| +9% | +$312K | 2.41% | 10 |
|
|
2020
Q2 | $3M | Buy |
13,228
+6,666
| +102% | +$1.51M | 2.12% | 13 |
|
|
2020
Q1 | $1.1M | Sell |
6,562
-4,400
| -40% | -$734K | 1.05% | 27 |
|
|
2019
Q4 | $2.25M | Buy |
10,962
+5,033
| +85% | +$1.03M | 1.57% | 19 |
|
|
2019
Q3 | $1.06M | Sell |
5,929
-527
| -8% | -$93.9K | 0.78% | 44 |
|
|
2019
Q2 | $1.25M | Buy |
6,456
+149
| +2% | +$28.8K | 1.03% | 28 |
|
|
2019
Q1 | $1.05M | Buy |
6,307
+125
| +2% | +$20.8K | 0.94% | 34 |
|
|
2018
Q4 | $810K | Sell |
6,182
-5,919
| -49% | -$776K | 0.85% | 36 |
|
|
2018
Q3 | $1.99M | Sell |
12,101
-3,168
| -21% | -$521K | 1.48% | 21 |
|
|
2018
Q2 | $2.97M | Buy |
15,269
+8,191
| +116% | +$1.59M | 2.34% | 12 |
|
|
2018
Q1 | $1.13M | Buy |
+7,078
| New | +$1.13M | 1.24% | 27 |
|