Ownership history in Pinnacle Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Pinnacle Wealth Management, LLC 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 | 4,250 | +340 | +8.7% | 1.89% | $2.8M | $659.53 |
| 2025 Q3 | REDUCED | 3,910 | -680 | -14.8% | 1.94% | $2.9M | $733.15 |
| 2025 Q2 | ADDED | 4,590 | +20 | +0.4% | 2.83% | $3.4M | $736.36 |
| 2025 Q1 | REDUCED | 4,570 | -945 | -17.1% | 2.97% | $2.6M | $574.57 |
| 2024 Q4 | REDUCED | 5,515 | -42 | -0.8% | 3.59% | $3.2M | $583.17 |
| 2024 Q3 | REDUCED | 5,557 | -2,319 | -29.4% | 3.80% | $3.2M | $569.69 |
| 2024 Q2 | ADDED | 7,876 | +240 | +3.1% | 4.97% | $4.0M | $501.32 |
| 2024 Q1 | REDUCED | 7,636 | -1,514 | -16.5% | 3.87% | $3.7M | $482.31 |
| 2023 Q4 | ADDED | 9,150 | +69 | +0.8% | 3.70% | $3.2M | $351.20 |
| 2023 Q3 | ADDED | 9,081 | +2,268 | +33.3% | 3.31% | $2.7M | $297.87 |
As of 2025 Q4 — sorted by position size