Ownership history in Winch Advisory Services, LLC · 47 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,353 | -6 | -0.1% | 1.07% | $4.9M | $659.53 |
| 2025 Q3 | ADDED | 7,359 | +119 | +1.6% | 1.22% | $5.4M | $733.15 |
| 2025 Q2 | REDUCED | 7,240 | -77 | -1.1% | 1.30% | $5.3M | $736.36 |
| 2025 Q1 | ADDED | 7,317 | +18 | +0.2% | 1.11% | $4.2M | $574.57 |
| 2024 Q4 | REDUCED | 7,299 | -2 | -0.0% | 1.11% | $4.3M | $583.17 |
| 2024 Q3 | REDUCED | 7,301 | -58 | -0.8% | 1.16% | $4.2M | $569.69 |
| 2024 Q2 | ADDED | 7,359 | +164 | +2.3% | 1.06% | $3.7M | $501.32 |
| 2024 Q1 | REDUCED | 7,195 | -31 | -0.4% | 1.07% | $3.5M | $482.31 |
| 2023 Q4 | REDUCED | 7,226 | -42 | -0.6% | 0.85% | $2.6M | $351.20 |
| 2023 Q3 | REDUCED | 7,268 | -42 | -0.6% | 0.80% | $2.2M | $297.87 |
As of 2025 Q4 — sorted by position size