Heritage Investment Group’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 | $653K | Buy |
885
+200
| +29% | +$148K | 0.11% | 56 |
|
|
2025
Q1 | $395K | Hold |
685
| – | – | 0.07% | 72 |
|
|
2024
Q4 | $401K | Sell |
685
-7
| -1% | -$4.1K | 0.07% | 73 |
|
|
2024
Q3 | $396K | Buy |
692
+140
| +25% | +$80.2K | 0.08% | 67 |
|
|
2024
Q2 | $278K | Hold |
552
| – | – | 0.06% | 84 |
|
|
2024
Q1 | $268K | Buy |
+552
| New | +$268K | 0.06% | 87 |
|