META FACEBOOK INC

Ownership history in CCG WEALTH MANAGEMENT, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which CCG WEALTH MANAGEMENT, LLC reported a position in FACEBOOK 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
1.23% (2024 Q1)
Avg. % of fund
0.63%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,974 +413 +16.1% 0.84% $2.0M $659.53
2025 Q3 ADDED 2,561 +155 +6.4% 0.89% $1.9M $733.15
2025 Q2 ADDED 2,406 +38 +1.6% 0.94% $1.8M $736.36
2025 Q1 ADDED 2,368 +66 +2.9% 0.82% $1.4M $574.57
2024 Q4 ADDED 2,302 +20 +0.9% 0.75% $1.3M $583.17
2024 Q3 ADDED 2,282 +8 +0.4% 0.73% $1.3M $569.69
2024 Q2 REDUCED 2,274 -1,926 -45.9% 0.65% $1.1M $501.32
2024 Q1 ADDED 4,200 +3,595 +594.2% 1.23% $2.0M $482.31
2021 Q2 REDUCED 605 -301 -33.2% 0.16% $210K $345.00
2020 Q3 UNCHANGED 906 0% 0.22% $237K $259.86
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% of Fund (quarterly)    META price (monthly, adj. close)
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