Ownership history in APPLETON PARTNERS INC/MA · 51 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in FACEBOOK INC CL A COMMON STOCK (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,489 | -322 | -1.0% | 1.46% | $22.1M | $659.53 |
| 2025 Q3 | ADDED | 33,811 | +1,205 | +3.7% | 1.67% | $24.8M | $733.15 |
| 2025 Q2 | ADDED | 32,606 | +697 | +2.2% | 1.70% | $24.1M | $736.36 |
| 2025 Q1 | ADDED | 31,909 | +5,597 | +21.3% | 1.42% | $18.4M | $574.57 |
| 2024 Q4 | ADDED | 26,312 | +951 | +3.7% | 1.14% | $15.4M | $583.17 |
| 2024 Q3 | ADDED | 25,361 | +2,165 | +9.3% | 1.07% | $14.5M | $569.69 |
| 2024 Q2 | ADDED | 23,196 | +16,252 | +234.0% | 0.90% | $11.7M | $501.32 |
| 2024 Q1 | REDUCED | 6,944 | -355 | -4.9% | 0.26% | $3.4M | $482.31 |
| 2023 Q4 | REDUCED | 7,299 | -322 | -4.2% | 0.21% | $2.6M | $351.20 |
| 2023 Q3 | REDUCED | 7,621 | -35 | -0.5% | 0.20% | $2.3M | $297.87 |
As of 2025 Q4 — sorted by position size