Heritage Wealth Management (Ohio)’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Sell
2025 Q2	$270K	Buy
2024 Q3	–	Sell
2024 Q2	$213K	Buy