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Gutierrez Wealth Advisory, LLC → META

Gutierrez Wealth Advisory, LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
10
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$240K
Q3 2025$3M
Q4 2025$136K
Q4 2025$2.7M
Q1 2026$98K
Q1 2026$2.3M
Q2 2026$100K
Q2 2026$2.3M
Q3 2026$312K
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M4.1K——
Q3 2026$312K430——
Q2 2026$2.3M4.0K——
Q2 2026$100K178——
Q1 2026$2.3M4.0K——
Q1 2026$98K171——
Q4 2025$2.7M4.1K——
Q4 2025$136K206——
Q3 2025$3M4.0K——
Q3 2025$240K327——

Other funds holding META

Other Gutierrez Wealth Advisory, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$15.9M
VGES

VANGUARD INDEX FDS

$15.5M
VGES

VANGUARD INDEX FDS

$15M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$15M
VGES

VANGUARD INDEX FDS

$14.9M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$14.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$14.6M
VGES

VANGUARD INDEX FDS

$14.5M
Gutierrez Wealth Advisory, LLC META Holdings: 13F Position History | Track13F