Heritage Wealth Advisors Meta Platforms, Inc. Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,572 shares of META stock, worth $936,817. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,572

Previous 1,784 11.88%

Holding current value

$936,817

Previous $866,000 8.55%

% of portfolio

0.04%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$430.17 - $527.34 $91,196 - $111,796	-212 Reduced 11.88%	1,572 $792,000
Q1 2024 May 08, 2024	SELL	$344.47 - $512.19 $95,418 - $141,876	-277 Reduced 13.44%	1,784 $866,000
Q4 2023 Feb 09, 2024	BUY	$288.35 - $358.32 $49,019 - $60,914	170 Added 8.99%	2,061 $729,000
Q3 2023 Nov 08, 2023	BUY	$283.25 - $325.48 $12,179 - $13,995	43 Added 2.33%	1,891 $567,000
Q2 2023 Aug 09, 2023	BUY	$207.55 - $288.73 $11,207 - $15,591	54 Added 3.01%	1,848 $530,000
Q1 2023 May 04, 2023	SELL	$124.74 - $211.94 $27,941 - $47,474	-224 Reduced 11.1%	1,794 $380,000
Q4 2022 Feb 06, 2023	SELL	$88.91 - $140.28 $18,671 - $29,458	-210 Reduced 9.43%	2,018 $242,000
Q3 2022 Nov 10, 2022	SELL	$134.4 - $183.17 $184,396 - $251,309	-1,372 Reduced 38.11%	2,228 $302,000
Q2 2022 Aug 04, 2022	SELL	$155.85 - $233.89 $5.54 Million - $8.31 Million	-35,517 Reduced 90.8%	3,600 $581,000
Q1 2022 May 11, 2022	BUY	$186.63 - $338.54 $5.59 Million - $10.1 Million	29,946 Added 326.53%	39,117 $8.7 Million
Q4 2021 Feb 02, 2022	SELL	$306.84 - $347.56 $4,602 - $5,213	-15 Reduced 0.16%	9,171 $3.08 Million
Q3 2021 Nov 02, 2021	SELL	$336.95 - $382.18 $10,782 - $12,229	-32 Reduced 0.35%	9,186 $3.12 Million
Q2 2021 Aug 09, 2021	BUY	$296.52 - $355.64 $75,019 - $89,976	253 Added 2.82%	9,218 $3.21 Million
Q2 2021 Jul 27, 2021	BUY	$296.52 - $355.64 $80,653 - $96,734	272 Added 3.13%	8,965 $2.45 Million
Q1 2021 Apr 27, 2021	SELL	$245.64 - $294.53 $66,814 - $80,112	-272 Reduced 3.03%	8,693 $2.56 Million
Q4 2020 Feb 01, 2021	BUY	$258.12 - $294.68 $620,004 - $707,821	2,402 Added 36.6%	8,965 $2.45 Million
Q3 2020 Nov 03, 2020	SELL	$230.12 - $303.91 $116,670 - $154,082	-507 Reduced 7.17%	6,563 $1.72 Million
Q2 2020 Jul 17, 2020	BUY	$154.18 - $242.24 $1.09 Million - $1.71 Million	7,040 Added 23466.67%	7,070 $1.61 Million
Q2 2020 Jul 17, 2020	SELL	$154.18 - $242.24 $1.07 Million - $1.68 Million	-6,937 Reduced 99.57%	30 $1.61 Million
Q1 2020 May 05, 2020	BUY	$146.01 - $223.23 $35,480 - $54,244	243 Added 3.61%	6,967 $1.16 Million
Q4 2019 Feb 04, 2020	SELL	$174.6 - $208.1 $54,475 - $64,927	-312 Reduced 4.43%	6,724 $1.38 Million
Q3 2019 Oct 30, 2019	SELL	$177.1 - $204.87 $113,344 - $131,116	-640 Reduced 8.34%	7,036 $1.25 Million
Q2 2019 Aug 05, 2019	BUY	$164.15 - $195.47 $105,056 - $125,100	640 Added 9.1%	7,676 $0
Q4 2018 Jan 28, 2019	SELL	$124.06 - $162.44 $124,060 - $162,440	-1,000 Reduced 12.44%	7,036 $922,000
Q2 2018 Jul 19, 2018	BUY	$155.1 - $202.0 $155,100 - $202,000	1,000 Added 14.21%	8,036 $1.56 Million
Q1 2018 May 10, 2018	SELL	$152.22 - $193.09 $217,522 - $275,925	-1,429 Reduced 16.88%	7,036 $1.13 Million
Q4 2017 Feb 02, 2018	BUY	$168.42 - $183.03 $56,757 - $61,681	337 Added 4.15%	8,465 $1.5 Million
Q3 2017 Nov 07, 2017	BUY	$162.87 - $173.51 $1.32 Million - $1.41 Million	8,128	8,128 $1.39 Million

Others Institutions Holding META

# of Institutions

4,474

Shares Held

1.53B

Call Options Held

67.9M

Put Options Held

50.2M

View Full List

About Meta Platforms, Inc.

Ticker META
Exchange NASDAQ
Sector Communication Services
Industry Internet Content & Information
Shares Outstandng 2,248,669,952
Market Cap $1.34T
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 ...

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Heritage Wealth Advisors Meta Platforms, Inc. Transaction History