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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.33M Buy
2024
Q4
Sell
2024
Q3
$1.82M Sell
2024
Q2
$1.8M Buy
2024
Q1
$877K Hold
2023
Q4
$877K Sell
2023
Q3
$761K Buy
2023
Q2
$438K Buy
2023
Q1
Sell
2022
Q4
$218K Buy