Ownership history in IBEX WEALTH ADVISORS · 25 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in FACEBOOK INC CL A (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 | 17,054 | -4,266 | -20.0% | 1.10% | $11.3M | $659.53 |
| 2025 Q3 | ADDED | 21,320 | +2,471 | +13.1% | 1.50% | $15.7M | $733.15 |
| 2025 Q2 | ADDED | 18,849 | +2,065 | +12.3% | 1.48% | $13.9M | $736.36 |
| 2025 Q1 | REDUCED | 16,784 | -4,871 | -22.5% | 1.28% | $9.7M | $574.57 |
| 2024 Q4 | ADDED | 21,655 | +1,512 | +7.5% | 1.49% | $12.7M | $583.17 |
| 2024 Q2 | ADDED | 20,143 | +20,128 | +134186.7% | 1.58% | $10.2M | $501.32 |
| 2023 Q4 | REDUCED | 15 | -7,500 | -99.8% | 1.17% | $5K | $351.20 |
| 2023 Q3 | ADDED | 7,515 | +4,171 | +124.7% | 0.57% | $2.3M | $297.87 |
| 2021 Q4 | REDUCED | 3,344 | -162 | -4.6% | 0.20% | $1.1M | $333.73 |
| 2021 Q3 | REDUCED | 3,506 | -13,732 | -79.7% | 0.23% | $1.2M | $336.75 |
As of 2025 Q4 — sorted by position size