Heritage Wealth Management (Ohio)’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	$270K	Buy	+366	New	+$270K	0.09%	192
2024 Q3	–	Sell	-395	Closed	-$213K	–	230
2024 Q2	$213K	Buy	+395	New	+$213K	0.07%	211