Grassi Investment Management’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
Q2
$1.17M Hold
1,590
0.09% 73
2025
Q1
$916K Buy
1,590
+50
+3% +$32.3K 0.08% 75
2024
Q4
$902K Sell
1,540
-300
-16% -$176K 0.08% 76
2024
Q3
$1.05M Hold
1,840
0.09% 71
2024
Q2
$928K Buy
1,840
+50
+3% +$24.3K 0.08% 74
2024
Q1
$869K Sell
1,790
-10
-0.6% -$4.46K 0.08% 76
2023
Q4
$637K Hold
1,800
0.07% 84
2023
Q3
$540K Buy
1,800
+270
+18% +$81.4K 0.06% 89
2023
Q2
$439K Hold
1,530
0.05% 93
2023
Q1
$324K Sell
1,530
-1,995
-57% -$340K 0.04% 100
2022
Q4
$424K Sell
3,525
-3,200
-48% -$376K 0.06% 93
2022
Q3
$912K Hold
6,725
0.13% 80
2022
Q2
$1.08M Sell
6,725
-150
-2% -$28.9K 0.14% 75
2022
Q1
$1.53M Buy
6,875
+1,041
+18% +$260K 0.16% 75
2021
Q4
$1.96M Hold
5,834
0.2% 76
2021
Q3
$1.98M Hold
5,834
0.22% 75
2021
Q2
$2.03M Sell
5,834
-790
-12% -$253K 0.22% 74
2021
Q1
$1.95M Buy
6,624
+50
+0.8% +$13.5K 0.22% 71
2020
Q4
$1.8M Sell
6,574
-66
-1% -$18.1K 0.23% 71
2020
Q3
$1.74M Hold
6,640
0.25% 65
2020
Q2
$1.51M Sell
6,640
-1,325
-17% -$277K 0.22% 73
2020
Q1
$1.33M Buy
7,965
+2,795
+54% +$547K 0.23% 69
2019
Q4
$1.06M Buy
5,170
+2,320
+81% +$449K 0.14% 75
2019
Q3
$508K Sell
2,850
-150
-5% -$28.5K 0.08% 89
2019
Q2
$579K Sell
3,000
-254
-8% -$46.4K 0.09% 85
2019
Q1
$542K Sell
3,254
-6,375
-66% -$1.01M 0.08% 98
2018
Q4
$1.26M Buy
9,629
+2,650
+38% +$384K 0.22% 68
2018
Q3
$1.15M Sell
6,979
-25
-0.4% -$4.53K 0.17% 74
2018
Q2
$1.36M Sell
7,004
-25,300
-78% -$4.57M 0.22% 69
2018
Q1
$5.16M Sell
32,304
-1,475
-4% -$265K 0.84% 55
2017
Q4
$5.96M Buy
33,779
+1,400
+4% +$247K 0.97% 46
2017
Q3
$5.53M Buy
32,379
+500
+2% +$83.4K 0.93% 46
2017
Q2
$4.81M Buy
31,879
+2,025
+7% +$301K 0.85% 51
2017
Q1
$4.24M Buy
29,854
+1,450
+5% +$194K 0.74% 58
2016
Q4
$3.27M Buy
28,404
+2,749
+11% +$338K 0.59% 61
2016
Q3
$3.29M Buy
25,655
+2,375
+10% +$295K 0.62% 61
2016
Q2
$2.66M Sell
23,280
-125
-0.5% -$14.4K 0.5% 65
2016
Q1
$2.67M Sell
23,405
-4,235
-15% -$447K 0.53% 68
2015
Q4
$2.89M Buy
27,640
+700
+3% +$71.9K 0.59% 70
2015
Q3
$2.42M Sell
26,940
-1,375
-5% -$126K 0.51% 70
2015
Q2
$2.43M Buy
28,315
+925
+3% +$75.5K 0.46% 74
2015
Q1
$2.25M Buy
27,390
+3,875
+16% +$304K 0.42% 74
2014
Q4
$1.83M Buy
23,515
+6,350
+37% +$485K 0.32% 78
2014
Q3
$1.36M Sell
17,165
-1,850
-10% -$136K 0.26% 84
2014
Q2
$1.28M Buy
19,015
+9,225
+94% +$567K 0.28% 84
2014
Q1
$590K Buy
9,790
+1,275
+15% +$80.8K 0.14% 104
2013
Q4
$465K Buy
8,515
+2,000
+31% +$100K 0.11% 112
2013
Q3
$327K Sell
6,515
-50,750
-89% -$1.89M 0.09% 120
2013
Q2
$1.43M Buy
+57,265
New +$1.47M 0.38% 78

Other funds holding META

Grassi Investment Management's META Position: Q2 2025 in Review

Grassi Investment Management held its Meta Platforms (Facebook) (META) position steady in Q2 2025 at 1,590 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #73.

Grassi Investment Management first reported a position in META in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.96M in Q4 2017. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Grassi Investment Management held 1,590 shares of Meta Platforms (Facebook) worth $1.17M as of Q2 2025.
  • Grassi Investment Management left its Meta Platforms (Facebook) share count unchanged in Q2 2025.
  • Meta Platforms (Facebook) made up 0.09% of Grassi Investment Management's portfolio in Q2 2025, its #73 holding.
  • Grassi Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 49 quarters since.
  • Grassi Investment Management's Meta Platforms (Facebook) position peaked at $5.96M in Q4 2017.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.