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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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 |
|---|---|---|---|
| 2024-12-31 | $49M | 84k | 585.51 |
| 2024-09-30 | $40M | 70k | 572.44 |
| 2024-06-30 | $31M | 62k | 504.22 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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