Ownership history in Peterson Wealth Services · 12 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,252 | +4,398 | +154.1% | 1.22% | $4.8M | $659.53 |
| 2025 Q3 | REDUCED | 2,854 | -4,030 | -58.5% | 1.25% | $5.0M | $733.15 |
| 2025 Q2 | ADDED | 6,884 | +98 | +1.4% | 1.39% | $5.1M | $736.36 |
| 2025 Q1 | ADDED | 6,786 | +1,138 | +20.1% | 1.21% | $3.9M | $574.57 |
| 2024 Q4 | ADDED | 5,648 | +194 | +3.6% | 0.99% | $3.3M | $583.17 |
| 2024 Q3 | ADDED | 5,454 | +4,458 | +447.6% | 1.00% | $3.1M | $569.69 |
| 2024 Q2 | REDUCED | 996 | -8 | -0.8% | 0.18% | $502K | $501.32 |
| 2024 Q1 | ADDED | 1,004 | +44 | +4.6% | 0.18% | $487K | $482.31 |
| 2023 Q4 | ADDED | 960 | +28 | +3.0% | 0.15% | $340K | $351.20 |
| 2023 Q3 | REDUCED | 932 | -7 | -0.7% | 0.21% | $280K | $297.87 |
As of 2025 Q4 — sorted by position size