Heritage Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Heritage Financial Services’s Portfolio META Stock Details META Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$460K	Sell
2025 Q2	$646K	Sell
2025 Q1	$518K	Buy
2024 Q4	$324K	Sell
2024 Q3	$375K	Buy
2024 Q2	$273K	Sell
2024 Q1	$289K	Buy
2022 Q3	–	Sell
2022 Q2	$80K	Buy