A detailed history of Bergan Kdv Wealth Management, LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 9,504 shares of META stock, worth $5.31 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,504
Previous 10,010 5.05%
Holding current value
$5.31 Million
Previous $2.12 Million 28.57%
% of portfolio
0.27%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$207.55 - $288.73 $105,020 - $146,097
-506 Reduced 5.05%
9,504 $2.73 Million
Q1 2023

Apr 27, 2023

BUY
$124.74 - $211.94 $104,656 - $177,817
839 Added 9.15%
10,010 $2.12 Million
Q4 2022

Jan 31, 2023

SELL
$88.91 - $140.28 $44,899 - $70,841
-505 Reduced 5.22%
9,171 $1.1 Million
Q3 2022

Oct 24, 2022

SELL
$134.4 - $183.17 $48,249 - $65,758
-359 Reduced 3.58%
9,676 $1.31 Million
Q2 2022

Jul 13, 2022

BUY
$155.85 - $233.89 $65,145 - $97,766
418 Added 4.35%
10,035 $1.62 Million
Q1 2022

May 09, 2022

BUY
$186.63 - $338.54 $89,022 - $161,483
477 Added 5.22%
9,617 $2.14 Million
Q4 2021

Jan 28, 2022

BUY
$306.84 - $347.56 $594,655 - $673,571
1,938 Added 26.91%
9,140 $3.07 Million
Q3 2021

Nov 12, 2021

BUY
$336.95 - $382.18 $1.32 Million - $1.5 Million
3,930 Added 120.11%
7,202 $2.44 Million
Q2 2021

Aug 10, 2021

BUY
$296.52 - $355.64 $37,954 - $45,521
128 Added 4.07%
3,272 $1.14 Million
Q1 2021

May 11, 2021

SELL
$245.64 - $294.53 $9,579 - $11,486
-39 Reduced 1.23%
3,144 $926,000
Q4 2020

Feb 04, 2021

BUY
$258.12 - $294.68 $32,006 - $36,540
124 Added 4.05%
3,183 $869,000
Q3 2020

Nov 05, 2020

SELL
$230.12 - $303.91 $116,900 - $154,386
-508 Reduced 14.24%
3,059 $801,000
Q2 2020

Aug 13, 2020

SELL
$154.18 - $242.24 $7,400 - $11,627
-48 Reduced 1.33%
3,567 $810,000
Q1 2020

Apr 24, 2020

BUY
$146.01 - $223.23 $8,614 - $13,170
59 Added 1.66%
3,615 $603,000
Q4 2019

Feb 10, 2020

BUY
$174.6 - $208.1 $16,412 - $19,561
94 Added 2.72%
3,556 $730,000
Q3 2019

Nov 08, 2019

SELL
$177.1 - $204.87 $288,141 - $333,323
-1,627 Reduced 31.97%
3,462 $617,000
Q2 2019

Aug 12, 2019

SELL
$164.15 - $195.47 $32,994 - $39,289
-201 Reduced 3.8%
5,089 $982,000
Q1 2019

May 09, 2019

BUY
$131.74 - $173.37 $194,316 - $255,720
1,475 Added 38.66%
5,290 $882,000
Q4 2018

Feb 01, 2019

SELL
$124.06 - $162.44 $97,511 - $127,677
-786 Reduced 17.08%
3,815 $500,000
Q3 2018

Nov 09, 2018

SELL
$160.3 - $217.5 $2,244 - $3,045
-14 Reduced 0.3%
4,601 $757,000
Q2 2018

Jul 23, 2018

BUY
$155.1 - $202.0 $108,104 - $140,794
697 Added 17.79%
4,615 $897,000
Q1 2018

May 03, 2018

BUY
$152.22 - $193.09 $596,397 - $756,526
3,918 New
3,918 $626,000

Others Institutions Holding META

About Meta Platforms, Inc.


  • Ticker META
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Internet Content & Information
  • Shares Outstandng 2,248,669,952
  • Market Cap $1.26T
  • Description
  • Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, wearables, and in-home devices worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment's products include Facebook, which enables ...
More about META
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.