META META PLATFORMS INC

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which MELFA WEALTH MANAGEMENT, INC. 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
1.99% (2025 Q2)
Avg. % of fund
1.73%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,276 +2 +0.0% 1.63% $2.8M $659.53
2025 Q3 UNCHANGED 4,274 0% 1.84% $3.1M $733.15
2025 Q2 UNCHANGED 4,274 0% 1.99% $3.2M $736.36
2025 Q1 ADDED 4,274 +92 +2.2% 1.66% $2.5M $574.57
2024 Q4 UNCHANGED 4,182 0% 1.64% $2.4M $583.17
2024 Q3 REDUCED 4,182 -758 -15.3% 1.58% $2.4M $569.69
2024 Q2 UNCHANGED 4,940 0% 1.74% $2.5M $501.32
2024 Q1 INITIATED 4,940 1.73% $2.4M
% of Fund (quarterly)    META price (monthly, adj. close)
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