West Oak Capital’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.84K | Sell |
1,068
-455
| -30% | -$339K | 0.31% | 65 |
|
|
2025
Q2 | $11.2K | Sell |
1,523
-2
| -0.1% | -$1.24K | 0.44% | 60 |
|
|
2025
Q1 | $8.79K | Sell |
1,525
-120
| -7% | -$77.4K | 0.34% | 65 |
|
|
2024
Q4 | $9.63M | Hold |
1,645
| – | – | 0.34% | 62 |
|
|
2024
Q3 | $9.42K | Hold |
1,645
| – | – | 0.18% | 63 |
|
|
2024
Q2 | $829K | Buy |
1,645
+1,165
| +243% | +$566K | 0.33% | 62 |
|
|
2024
Q1 | $233K | Buy |
480
+105
| +28% | +$46.8K | 0.1% | 116 |
|
|
2023
Q4 | $140K | Buy |
375
+100
| +36% | +$32.6K | 0.07% | 135 |
|
|
2023
Q3 | $83K | Buy |
275
+200
| +267% | +$60.3K | 0.04% | 154 |
|
|
2023
Q2 | $21.5K | Hold |
75
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $15.9K | Buy |
+75
| New | +$12.8K | 0.01% | 214 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$10K | – | 310 |
|
|
2022
Q3 | $10K | Hold |
75
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $12K | Sell |
75
-2,570
| -97% | -$496K | 0.01% | 236 |
|
|
2022
Q1 | $588K | Sell |
2,645
-200
| -7% | -$50K | 0.27% | 78 |
|
|
2021
Q4 | $957K | Sell |
2,845
-80
| -3% | -$26.6K | 0.35% | 67 |
|
|
2021
Q3 | $993K | Buy |
2,925
+65
| +2% | +$23.4K | 0.39% | 67 |
|
|
2021
Q2 | $994K | Buy |
2,860
+30
| +1% | +$9.62K | 0.39% | 65 |
|
|
2021
Q1 | $834K | Buy |
2,830
+300
| +12% | +$80.8K | 0.36% | 70 |
|
|
2020
Q4 | $691K | Sell |
2,530
-60
| -2% | -$16.4K | 0.32% | 70 |
|
|
2020
Q3 | $678K | Buy |
2,590
+25
| +1% | +$6.45K | 0.37% | 66 |
|
|
2020
Q2 | $582K | Hold |
2,565
| – | – | 0.33% | 68 |
|
|
2020
Q1 | $428K | Sell |
2,565
-25
| -1% | -$4.89K | 0.29% | 72 |
|
|
2019
Q4 | $532K | Sell |
2,590
-517
| -17% | -$100K | 0.3% | 77 |
|
|
2019
Q3 | $553K | Buy |
3,107
+80
| +3% | +$15.2K | 0.33% | 69 |
|
|
2019
Q2 | $584K | Sell |
3,027
-290
| -9% | -$53K | 0.35% | 69 |
|
|
2019
Q1 | $553K | Sell |
3,317
-60
| -2% | -$9.54K | 0.35% | 70 |
|
|
2018
Q4 | $443K | Sell |
3,377
-300
| -8% | -$43.5K | 0.31% | 74 |
|
|
2018
Q3 | $605K | Buy |
3,677
+262
| +8% | +$47.4K | 0.35% | 74 |
|
|
2018
Q2 | $664K | Sell |
3,415
-65
| -2% | -$11.7K | 0.4% | 72 |
|
|
2018
Q1 | $556K | Sell |
3,480
-435
| -11% | -$78.1K | 0.33% | 75 |
|
|
2017
Q4 | $691K | Sell |
3,915
-33
| -0.8% | -$5.83K | 0.42% | 70 |
|
|
2017
Q3 | $675K | Sell |
3,948
-287
| -7% | -$47.9K | 0.4% | 74 |
|
|
2017
Q2 | $639K | Sell |
4,235
-249
| -6% | -$37K | 0.39% | 76 |
|
|
2017
Q1 | $637K | Buy |
4,484
+3,284
| +274% | +$439K | 0.39% | 72 |
|
|
2016
Q4 | $138K | Buy |
1,200
+50
| +4% | +$6.14K | 0.09% | 132 |
|
|
2016
Q3 | $148K | Buy |
1,150
+400
| +53% | +$49.7K | 0.1% | 126 |
|
|
2016
Q2 | $85.7K | Buy |
+750
| New | +$86.4K | 0.06% | 137 |
|
Other funds holding META
