A detailed history of Essex Private Wealth Management, LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 539 shares of META stock, worth $298,649. This represents 0.82% of its overall portfolio holdings.

Number of Shares
539
Previous 671 19.67%
Holding current value
$298,649
Previous $338,000 8.88%
% of portfolio
0.82%
Previous 0.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$453.41 - $572.44 $59,850 - $75,562
-132 Reduced 19.67%
539 $308,000
Q2 2024

Jul 19, 2024

BUY
$430.17 - $527.34 $288,644 - $353,845
671 New
671 $338,000
Q1 2022

May 16, 2022

SELL
$186.63 - $338.54 $214,997 - $389,998
-1,152 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$306.84 - $347.56 $89,597 - $101,487
-292 Reduced 20.22%
1,152 $387,000
Q3 2021

Nov 15, 2021

SELL
$336.95 - $382.18 $57,281 - $64,970
-170 Reduced 10.53%
1,444 $490,000
Q2 2021

Aug 09, 2021

BUY
$296.52 - $355.64 $116,532 - $139,766
393 Added 32.19%
1,614 $561,000
Q4 2020

Feb 12, 2021

SELL
$258.12 - $294.68 $5,162 - $5,893
-20 Reduced 1.61%
1,221 $333,000
Q3 2020

Nov 10, 2020

BUY
$230.12 - $303.91 $16,108 - $21,273
70 Added 5.98%
1,241 $325,000
Q2 2020

Aug 11, 2020

SELL
$154.18 - $242.24 $26,981 - $42,392
-175 Reduced 13.0%
1,171 $265,000
Q1 2020

May 13, 2020

BUY
$146.01 - $223.23 $17,667 - $27,010
121 Added 9.88%
1,346 $224,000
Q4 2019

Feb 13, 2020

BUY
$174.6 - $208.1 $213,885 - $254,922
1,225 New
1,225 $251,000

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 $1.25T
  • 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 Essex Private Wealth Management, LLC Portfolio

Follow Essex Private 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 Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.