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Facebook Inc cl a shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 4.7k 353.96
2023-09-30 $1.4M 4.7k 300.21
2023-06-30 $1.3M 4.7k 286.98
2023-03-31 $983k 4.6k 211.94
2022-12-31 $558k 4.6k 120.34
2022-09-30 $687k 5.1k 135.74
2022-06-30 $815k 5.1k 161.26
2022-03-31 $1.2M 5.4k 222.28
2021-12-31 $1.7M 5.0k 336.34

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Montz Harcus Wealth Management

Top funds holding Facebook Inc cl a

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Millennium Management
Sanders Capital
Charles Schwab Investment Management
Nomura Holdings
Barclays

View all funds holding Facebook Inc cl a