Facebook Inc cl a shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Facebook Inc cl a
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Quarterly reported holdings in Facebook Inc cl a by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $316k | 650 | 485.58 |
| 2022-06-30 | $486k | 3.0k | 161.25 |
| 2022-03-31 | $678k | 3.1k | 222.30 |
| 2021-12-31 | $1.0M | 3.1k | 336.48 |
| 2021-09-30 | $786k | 2.3k | 339.38 |
| 2021-03-31 | $272k | 925 | 294.05 |
| 2019-06-30 | $218k | 1.1k | 192.58 |
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