Ownership history in CFM WEALTH PARTNERS LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which CFM WEALTH PARTNERS LLC reported a position in FACEBOOK INCORPORATED CLASS A (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CFM WEALTH PARTNERS LLC outperformed the S&P 500 by +12.9% annually on this META position. Timing score: 48% (11/23 decisions correct). Average cost basis: $317.71. Maximum drawdown during holding period: β61.0%.
π₯ Exceptional β beat the S&P 500 by 12.9% per year on this position.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $165.50 (2020 Q1) Β· Worst: $736.36 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 13 trims. Bought during 4 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π CFM WEALTH PARTNERS LLC has been actively increasing its META allocation β a bullish signal from insiders.
Currently 2.94% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size