Circle Wealth Management, LLC's ownership history for META

Circle Wealth Management, LLC currently holds 14.3K shares with a market value of $8.2M. It started holding META on 2024-09-30. At its peak, it held 17.6K shares on 2024-12-31. Its highest holding value was $10.4M on 2025-06-30. At its lowest, it held 12.9K shares on 2025-12-31, with a value of $8.2M on 2026-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 606. In the recent year, Circle Wealth Management, LLC has decreased its shares by 1.9K.