GIM
Grassi 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 | $1.17M | Hold |
1,590
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $916K | Buy |
1,590
+50
| +3% | +$28.8K | 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% | +$25.2K | 0.08% | 74 |
|
|
2024
Q1 | $869K | Sell |
1,790
-10
| -0.6% | -$4.86K | 0.08% | 76 |
|
|
2023
Q4 | $637K | Hold |
1,800
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $540K | Buy |
1,800
+270
| +18% | +$81K | 0.06% | 89 |
|
|
2023
Q2 | $439K | Hold |
1,530
| – | – | 0.05% | 93 |
|
|
2023
Q1 | $324K | Sell |
1,530
-1,995
| -57% | -$422K | 0.04% | 100 |
|
|
2022
Q4 | $424K | Sell |
3,525
-3,200
| -48% | -$385K | 0.06% | 93 |
|
|
2022
Q3 | $912K | Hold |
6,725
| – | – | 0.13% | 80 |
|
|
2022
Q2 | $1.08M | Sell |
6,725
-150
| -2% | -$24.2K | 0.14% | 75 |
|
|
2022
Q1 | $1.53M | Buy |
6,875
+1,041
| +18% | +$232K | 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% | -$275K | 0.22% | 74 |
|
|
2021
Q1 | $1.95M | Buy |
6,624
+50
| +0.8% | +$14.7K | 0.22% | 71 |
|
|
2020
Q4 | $1.8M | Sell |
6,574
-66
| -1% | -$18K | 0.23% | 71 |
|
|
2020
Q3 | $1.74M | Hold |
6,640
| – | – | 0.25% | 65 |
|
|
2020
Q2 | $1.51M | Sell |
6,640
-1,325
| -17% | -$301K | 0.22% | 73 |
|
|
2020
Q1 | $1.33M | Buy |
7,965
+2,795
| +54% | +$466K | 0.23% | 69 |
|
|
2019
Q4 | $1.06M | Buy |
5,170
+2,320
| +81% | +$476K | 0.14% | 75 |
|
|
2019
Q3 | $508K | Sell |
2,850
-150
| -5% | -$26.7K | 0.08% | 89 |
|
|
2019
Q2 | $579K | Sell |
3,000
-254
| -8% | -$49K | 0.09% | 85 |
|
|
2019
Q1 | $542K | Sell |
3,254
-6,375
| -66% | -$1.06M | 0.08% | 98 |
|
|
2018
Q4 | $1.26M | Buy |
9,629
+2,650
| +38% | +$347K | 0.22% | 68 |
|
|
2018
Q3 | $1.15M | Sell |
6,979
-25
| -0.4% | -$4.11K | 0.17% | 74 |
|
|
2018
Q2 | $1.36M | Sell |
7,004
-25,300
| -78% | -$4.92M | 0.22% | 69 |
|
|
2018
Q1 | $5.16M | Sell |
32,304
-1,475
| -4% | -$236K | 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% | +$85.4K | 0.93% | 46 |
|
|
2017
Q2 | $4.81M | Buy |
31,879
+2,025
| +7% | +$306K | 0.85% | 51 |
|
|
2017
Q1 | $4.24M | Buy |
29,854
+1,450
| +5% | +$206K | 0.74% | 58 |
|
|
2016
Q4 | $3.27M | Buy |
28,404
+2,749
| +11% | +$316K | 0.59% | 61 |
|
|
2016
Q3 | $3.29M | Buy |
25,655
+2,375
| +10% | +$305K | 0.62% | 61 |
|
|
2016
Q2 | $2.66M | Sell |
23,280
-125
| -0.5% | -$14.3K | 0.5% | 65 |
|
|
2016
Q1 | $2.67M | Sell |
23,405
-4,235
| -15% | -$483K | 0.53% | 68 |
|
|
2015
Q4 | $2.89M | Buy |
27,640
+700
| +3% | +$73.3K | 0.59% | 70 |
|
|
2015
Q3 | $2.42M | Sell |
26,940
-1,375
| -5% | -$124K | 0.51% | 70 |
|
|
2015
Q2 | $2.43M | Buy |
28,315
+925
| +3% | +$79.3K | 0.46% | 74 |
|
|
2015
Q1 | $2.25M | Buy |
27,390
+3,875
| +16% | +$319K | 0.42% | 74 |
|
|
2014
Q4 | $1.84M | Buy |
23,515
+6,350
| +37% | +$496K | 0.32% | 78 |
|
|
2014
Q3 | $1.36M | Sell |
17,165
-1,850
| -10% | -$146K | 0.26% | 84 |
|
|
2014
Q2 | $1.28M | Buy |
19,015
+9,225
| +94% | +$621K | 0.28% | 84 |
|
|
2014
Q1 | $590K | Buy |
9,790
+1,275
| +15% | +$76.8K | 0.14% | 104 |
|
|
2013
Q4 | $465K | Buy |
8,515
+2,000
| +31% | +$109K | 0.11% | 112 |
|
|
2013
Q3 | $327K | Sell |
6,515
-50,750
| -89% | -$2.55M | 0.09% | 120 |
|
|
2013
Q2 | $1.43M | Buy |
+57,265
| New | +$1.43M | 0.38% | 78 |
|