Heritage Wealth Management (California)’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 | $2.03M | Sell |
2,748
-9
| -0.3% | -$6.64K | 1.35% | 19 |
|
|
2025
Q1 | $1.59M | Buy |
2,757
+678
| +33% | +$391K | 1.2% | 25 |
|
|
2024
Q4 | $1.22M | Buy |
2,079
+2
| +0.1% | +$1.17K | 0.88% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
2,077
+113
| +6% | +$64.7K | 0.84% | 22 |
|
|
2024
Q2 | $990K | Sell |
1,964
-55
| -3% | -$27.7K | 0.73% | 28 |
|
|
2024
Q1 | $980K | Sell |
2,019
-38
| -2% | -$18.5K | 0.74% | 28 |
|
|
2023
Q4 | $728K | Buy |
+2,057
| New | +$728K | 0.58% | 34 |
|