BIM
Baldwin Investment Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
1,987
-20
| -1% | -$14.8K | 0.18% | 74 |
|
|
2025
Q1 | $1.16M | Sell |
2,007
-43
| -2% | -$24.8K | 0.14% | 91 |
|
|
2024
Q4 | $1.2M | Buy |
2,050
+124
| +6% | +$72.6K | 0.16% | 88 |
|
|
2024
Q3 | $1.1M | Buy |
1,926
+118
| +7% | +$67.5K | 0.14% | 102 |
|
|
2024
Q2 | $912K | Buy |
1,808
+167
| +10% | +$84.2K | 0.12% | 112 |
|
|
2024
Q1 | $797K | Buy |
1,641
+216
| +15% | +$105K | 0.11% | 123 |
|
|
2023
Q4 | $504K | Buy |
1,425
+330
| +30% | +$117K | 0.08% | 136 |
|
|
2023
Q3 | $329K | Buy |
1,095
+5
| +0.5% | +$1.5K | 0.06% | 157 |
|
|
2023
Q2 | $313K | Sell |
1,090
-5
| -0.5% | -$1.44K | 0.05% | 166 |
|
|
2023
Q1 | $232K | Buy |
+1,095
| New | +$232K | 0.04% | 186 |
|
|
2021
Q4 | – | Sell |
-1,660
| Closed | -$563K | – | 260 |
|
|
2021
Q3 | $563K | Buy |
1,660
+530
| +47% | +$180K | 0.1% | 142 |
|
|
2021
Q2 | $393K | Hold |
1,130
| – | – | 0.07% | 181 |
|
|
2021
Q1 | $333K | Sell |
1,130
-591
| -34% | -$174K | 0.06% | 196 |
|
|
2020
Q4 | $470K | Buy |
1,721
+281
| +20% | +$76.7K | 0.09% | 149 |
|
|
2020
Q3 | $377K | Buy |
1,440
+465
| +48% | +$122K | 0.09% | 143 |
|
|
2020
Q2 | $221K | Buy |
+975
| New | +$221K | 0.07% | 149 |
|
|
2019
Q1 | – | Sell |
-1,880
| Closed | -$246K | – | 168 |
|
|
2018
Q4 | $246K | Hold |
1,880
| – | – | 0.08% | 137 |
|
|
2018
Q3 | $309K | Hold |
1,880
| – | – | 0.09% | 135 |
|
|
2018
Q2 | $365K | Buy |
+1,880
| New | +$365K | 0.11% | 126 |
|