Ownership history in Portside Wealth Group, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Portside Wealth Group, 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 β sourced directly from SEC EDGAR 13F filings.
π Portside Wealth Group, LLC outperformed the S&P 500 by +18.9% annually on this META position. Timing score: 60% (6/10 decisions correct). Average cost basis: $296.97. Maximum drawdown during holding period: β10.4%.
π₯ Exceptional β beat the S&P 500 by 18.9% per year on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $284.75 (2023 Q2) Β· Worst: $736.36 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portside Wealth Group, LLC has been actively increasing its META allocation β a bullish signal from insiders.
Currently 1.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size