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Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

META holding history

Meta Platforms, Inc. in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q4 2023 holdings

Shares (Q4 2023)
1,795
Value
$635.5K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of META by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,795$635.5K<0.1%+315+21.3%AddedHolders
Q3 20231,480$444.3K<0.1%+159+12.0%AddedHolders
Q2 20231,321$379.1K<0.1%+166+14.4%AddedHolders
Q1 20231,155$244.9K<0.1%+23+2.0%AddedHolders
Q4 20221,132$136.0K<0.1%−283−20.0%ReducedHolders
Q3 20221,415$192.0K<0.1%−181−11.3%ReducedHolders
Q2 20221,596$257.0K<0.1%−56−3.4%ReducedHolders
Q1 20221,652$367.0K<0.1%−42−2.5%ReducedHolders
Q4 20211,694$570.0K0.1%+22+1.3%AddedHolders
Q3 20211,672$567.0K0.1%+242+16.9%AddedHolders
Q2 20211,430$497.0K<0.1%−115−7.4%ReducedHolders
Q1 20211,545$455.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.