Heritage 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 | $1.22M | Hold |
1,649
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $950K | Sell |
1,649
-15
| -0.9% | -$8.65K | 0.05% | 80 |
|
|
2024
Q4 | $974K | Buy |
1,664
+36
| +2% | +$21.1K | 0.05% | 85 |
|
|
2024
Q3 | $932K | Buy |
1,628
+56
| +4% | +$32.1K | 0.04% | 94 |
|
|
2024
Q2 | $793K | Sell |
1,572
-212
| -12% | -$107K | 0.04% | 97 |
|
|
2024
Q1 | $866K | Sell |
1,784
-111
| -6% | -$53.9K | 0.04% | 96 |
|
|
2023
Q4 | $671K | Buy |
1,895
+4
| +0.2% | +$1.42K | 0.03% | 118 |
|
|
2023
Q3 | $568K | Buy |
1,891
+43
| +2% | +$12.9K | 0.03% | 122 |
|
|
2023
Q2 | $530K | Buy |
1,848
+54
| +3% | +$15.5K | 0.03% | 129 |
|
|
2023
Q1 | $380K | Sell |
1,794
-224
| -11% | -$47.5K | 0.02% | 149 |
|
|
2022
Q4 | $243K | Sell |
2,018
-210
| -9% | -$25.3K | 0.01% | 190 |
|
|
2022
Q3 | $302K | Sell |
2,228
-1,372
| -38% | -$186K | 0.02% | 159 |
|
|
2022
Q2 | $581K | Sell |
3,600
-35,517
| -91% | -$5.73M | 0.04% | 115 |
|
|
2022
Q1 | $8.7M | Buy |
39,117
+29,946
| +327% | +$6.66M | 0.48% | 34 |
|
|
2021
Q4 | $3.09M | Sell |
9,171
-15
| -0.2% | -$5.05K | 0.17% | 50 |
|
|
2021
Q3 | $3.12M | Sell |
9,186
-32
| -0.3% | -$10.9K | 0.19% | 49 |
|
|
2021
Q2 | $3.21M | Buy |
9,218
+525
| +6% | +$183K | 0.2% | 48 |
|
|
2021
Q1 | $2.56M | Sell |
8,693
-272
| -3% | -$80.1K | 0.15% | 49 |
|
|
2020
Q4 | $2.45M | Buy |
8,965
+2,402
| +37% | +$656K | 0.15% | 50 |
|
|
2020
Q3 | $1.72M | Sell |
6,563
-507
| -7% | -$133K | 0.22% | 45 |
|
|
2020
Q2 | $1.61M | Buy |
7,070
+103
| +1% | +$23.4K | 0.22% | 44 |
|
|
2020
Q1 | $1.16M | Buy |
6,967
+243
| +4% | +$40.5K | 0.21% | 51 |
|
|
2019
Q4 | $1.38M | Sell |
6,724
-312
| -4% | -$64K | 0.18% | 54 |
|
|
2019
Q3 | $1.25M | Sell |
7,036
-640
| -8% | -$114K | 0.18% | 55 |
|
|
2019
Q2 | $1.48M | Buy |
7,676
+640
| +9% | +$124K | 0.23% | 42 |
|
|
2019
Q1 | $1.17M | Hold |
7,036
| – | – | 0.19% | 50 |
|
|
2018
Q4 | $922K | Sell |
7,036
-1,000
| -12% | -$131K | 0.18% | 54 |
|
|
2018
Q3 | $1.32M | Hold |
8,036
| – | – | 0.26% | 46 |
|
|
2018
Q2 | $1.56M | Buy |
8,036
+1,000
| +14% | +$194K | 0.58% | 39 |
|
|
2018
Q1 | $1.13M | Sell |
7,036
-1,429
| -17% | -$229K | 0.47% | 43 |
|
|
2017
Q4 | $1.5M | Buy |
8,465
+337
| +4% | +$59.6K | 0.64% | 34 |
|
|
2017
Q3 | $1.39M | Buy |
8,128
+332
| +4% | +$56.7K | 0.7% | 31 |
|
|
2017
Q2 | $1.18M | Buy |
7,796
+3,379
| +76% | +$511K | 0.61% | 38 |
|
|
2017
Q1 | $627K | Buy |
4,417
+458
| +12% | +$65K | 0.34% | 52 |
|
|
2016
Q4 | $456K | Buy |
3,959
+1,363
| +53% | +$157K | 0.3% | 48 |
|
|
2016
Q3 | $333K | Buy |
2,596
+412
| +19% | +$52.8K | 0.23% | 64 |
|
|
2016
Q2 | $249K | Buy |
+2,184
| New | +$249K | 0.17% | 79 |
|