A detailed history of Dougherty Wealth Advisers LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 1,394 shares of META stock, worth $798,915. This represents 0.64% of its overall portfolio holdings.

Number of Shares
1,394
Previous 1,394 -0.0%
Holding current value
$798,915
Previous $702,000 13.53%
% of portfolio
0.64%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$344.47 - $512.19 $139,854 - $207,949
-406 Reduced 22.56%
1,394 $676,000
Q4 2023

Jan 22, 2024

SELL
$288.35 - $358.32 $12,687 - $15,766
-44 Reduced 2.39%
1,800 $637,000
Q3 2022

Oct 13, 2022

SELL
$134.4 - $183.17 $6,720 - $9,158
-50 Reduced 2.64%
1,844 $250,000
Q3 2019

Nov 12, 2019

SELL
$177.1 - $204.87 $2,833 - $3,277
-16 Reduced 0.84%
1,894 $337,000
Q4 2018

Feb 11, 2019

BUY
$124.06 - $162.44 $236,954 - $310,260
1,910 New
1,910 $318,000

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 $1.29T
  • 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 Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.