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Facebook Inc cl a shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Facebook Inc cl a

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All positions including Facebook Inc cl a held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Facebook Inc cl a by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 51k 485.58
2023-09-30 $547k 1.8k 300.23
2023-06-30 $511k 1.8k 287.00
2023-03-31 $338k 1.6k 211.96
2022-12-31 $253k 2.1k 120.35
2022-09-30 $290k 2.1k 135.90
2022-06-30 $376k 2.3k 161.17
2022-03-31 $546k 2.5k 222.40
2021-12-31 $988k 2.9k 336.40
2021-09-30 $949k 2.8k 339.17
2021-06-30 $973k 2.8k 347.75
2021-03-31 $799k 2.7k 294.73
2020-12-31 $731k 2.7k 273.17
2020-09-30 $527k 2.0k 261.67
2020-06-30 $441k 1.9k 227.09
2020-03-31 $307k 1.8k 167.21
2019-12-31 $343k 12k 29.33
2019-09-30 $267k 1.5k 177.88
2019-06-30 $274k 1.4k 193.09
2019-03-31 $237k 1.4k 167.02
2018-09-30 $215k 1.3k 164.50
2018-06-30 $233k 1.2k 194.33
2017-12-31 $285k 1.6k 176.25