Heritage Financial Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
875
-23
| -3% | -$17K | 0.06% | 56 |
|
|
2025
Q1 | $518K | Buy |
898
+345
| +62% | +$199K | 0.05% | 67 |
|
|
2024
Q4 | $324K | Sell |
553
-102
| -16% | -$59.7K | 0.04% | 81 |
|
|
2024
Q3 | $375K | Buy |
655
+114
| +21% | +$65.3K | 0.05% | 74 |
|
|
2024
Q2 | $273K | Sell |
541
-54
| -9% | -$27.2K | 0.04% | 82 |
|
|
2024
Q1 | $289K | Buy |
+595
| New | +$289K | 0.04% | 78 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$80K | – | 307 |
|
|
2022
Q2 | $80K | Buy |
+500
| New | +$80K | 0.04% | 126 |
|