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Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

META holding history

Meta Platforms, Inc. in every 13F filed by Fairhaven 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 2024 holdings

Shares (Q4 2024)
393
Value
$230.1K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of META by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024393$230.1K0.1%−25−6.0%ReducedHolders
Q3 2024418$239.3K0.1%−106−20.2%ReducedHolders
Q2 2024524$264.2K0.1%+40+8.3%AddedHolders
Q1 2024484$235.0K0.1%+484NewHolders
Q3 20220$00.0%−1,575−100.0%Sold outHolders
Q2 20221,575$254.0K0.1%−1,285−44.9%ReducedHolders
Q1 20222,860$636.0K0.3%−6,420−69.2%ReducedHolders
Q4 20219,280$3.12M1.2%+52+0.6%AddedHolders
Q3 20219,228$3.13M1.3%+850+10.1%AddedHolders
Q2 20218,378$2.91M1.2%+604+7.8%AddedHolders
Q1 20217,774$2.29M1.0%––Holders

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