META FACEBOOK INC

Ownership history in Selective Wealth Management, Inc.  ·  28 quarters on record

This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in FACEBOOK 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
8.42% (2019 Q2)
Avg. % of fund
4.07%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,224 -359 -2.3% 2.95% $9.5M $659.53
2025 Q3 REDUCED 15,583 -342 -2.1% 3.58% $11.1M $733.15
2025 Q2 REDUCED 15,925 -352 -2.2% 4.26% $11.7M $736.36
2025 Q1 REDUCED 16,277 -581 -3.4% 3.85% $8.8M $574.57
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)
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