Heritage Oak Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio META Stock Details META Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$294K	Sell
2025 Q2	$300K	Buy
2025 Q1	$228K	Hold
2024 Q4	$232K	Sell
2024 Q3	$2.2M	Buy
2024 Q2	$462K	Buy