META META PLATFORMS INC

Ownership history in Berry Wealth Group, LP  ·  8 quarters on record

This page tracks every 13F SEC filing in which Berry Wealth Group, LP reported a position in META PLATFORMS INC (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.

Peak position
1.04% (2025 Q2)
Avg. % of fund
0.66%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 372 -1,638 -81.5% 0.89% $273K $733.15
2025 Q2 ADDED 2,010 +153 +8.2% 1.04% $1.5M $736.36
2025 Q1 ADDED 1,857 +365 +24.5% 0.84% $1.1M $574.57
2024 Q4 ADDED 1,492 +150 +11.2% 0.63% $874K $583.17
2024 Q3 ADDED 1,342 +74 +5.8% 0.55% $768K $569.69
2024 Q2 ADDED 1,268 +139 +12.3% 0.51% $639K $501.32
2024 Q1 REDUCED 1,129 -41 -3.5% 0.45% $548K $482.31
2023 Q4 INITIATED 1,170 0.38% $414K
% of Fund (quarterly)    META price (monthly, adj. close)
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