Facebook Inc cl a shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Facebook Inc cl a
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Quarterly reported holdings in Facebook Inc cl a by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.7k | 710.63 |
| 2025-06-30 | $1.3M | 1.9k | 717.63 |
| 2025-03-31 | $910k | 1.8k | 504.80 |
| 2024-12-31 | $1.1M | 1.8k | 618.11 |
| 2024-09-30 | $1.1M | 1.9k | 584.99 |
| 2024-06-30 | $909k | 1.9k | 475.92 |
| 2024-03-31 | $867k | 1.7k | 497.13 |
| 2023-12-31 | $776k | 1.7k | 454.87 |
| 2023-09-30 | $624k | 1.9k | 335.30 |
| 2023-06-30 | $325k | 1.1k | 294.38 |
| 2023-03-31 | $222k | 1.0k | 221.12 |