Heritage Oak Wealth Advisors’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	$300K	Buy	406 +10	+3%	+$7.38K	0.12%	60
2025 Q1	$228K	Hold	396	–	–	0.1%	65
2024 Q4	$232K	Sell	396 -3,440	-90%	-$2.01M	0.11%	66
2024 Q3	$2.2M	Buy	3,836 +2,919	+318%	+$1.67M	1.01%	27
2024 Q2	$462K	Buy	+917	New	+$462K	0.23%	61