META FACEBOOK INC

Ownership history in Concord Wealth Partners  ·  21 quarters on record

This page tracks every 13F SEC filing in which Concord Wealth Partners 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
1.3% (2024 Q4)
Avg. % of fund
0.66%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,560 +1,111 +9.7% 1.08% $8.3M $659.53
2025 Q3 ADDED 11,449 +128 +1.1% 1.16% $8.4M $733.15
2025 Q2 REDUCED 11,321 -183 -1.6% 1.22% $8.4M $736.36
2025 Q1 REDUCED 11,504 -2,052 -15.1% 1.09% $6.6M $574.57
2024 Q4 ADDED 13,556 +1 +0.0% 1.30% $7.9M $583.17
2024 Q3 ADDED 13,555 +1,283 +10.5% 1.29% $7.8M $569.69
2024 Q2 ADDED 12,272 +1,066 +9.5% 1.09% $6.2M $501.32
2024 Q1 ADDED 11,206 +2,710 +31.9% 0.98% $5.4M $482.31
2023 Q4 ADDED 8,496 +788 +10.2% 0.60% $3.0M $351.20
2023 Q3 ADDED 7,708 +2,211 +40.2% 0.49% $2.3M $297.87
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)
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