Heritage Wealth Management (Arizona)’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $167K | Buy |
1,386
+503
| +57% | +$60.5K | 0.02% | 353 |
|
|
2022
Q3 | $120K | Sell |
883
-24
| -3% | -$3.26K | 0.04% | 308 |
|
|
2022
Q2 | $146K | Buy |
907
+226
| +33% | +$36.4K | 0.05% | 292 |
|
|
2022
Q1 | $151K | Buy |
+681
| New | +$151K | 0.04% | 318 |
|
|
2021
Q3 | $234K | Hold |
689
| – | – | 0.08% | 190 |
|
|
2021
Q2 | $240K | Sell |
689
-34
| -5% | -$11.8K | 0.09% | 197 |
|
|
2021
Q1 | $213K | Buy |
+723
| New | +$213K | 0.12% | 155 |
|