Heritage Wealth Partners’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
Q1 | $1.33M | Buy |
+2,310
| New | +$1.33M | 2.03% | 13 |
|
|
2024
Q4 | – | Sell |
-3,177
| Closed | -$1.82M | – | 68 |
|
|
2024
Q3 | $1.82M | Sell |
3,177
-401
| -11% | -$230K | 2.14% | 17 |
|
|
2024
Q2 | $1.8M | Buy |
3,578
+1,101
| +44% | +$555K | 2.61% | 11 |
|
|
2024
Q1 | $877K | Hold |
2,477
| – | – | 1.79% | 20 |
|
|
2023
Q4 | $877K | Sell |
2,477
-57
| -2% | -$20.2K | 1.79% | 20 |
|
|
2023
Q3 | $761K | Buy |
2,534
+1,007
| +66% | +$302K | 1.62% | 20 |
|
|
2023
Q2 | $438K | Buy |
+1,527
| New | +$438K | 0.26% | 50 |
|
|
2023
Q1 | – | Sell |
-1,946
| Closed | -$218K | – | 46 |
|
|
2022
Q4 | $218K | Buy |
+1,946
| New | +$218K | 0.2% | 42 |
|