A detailed history of Litman Gregory Wealth Management LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 28,624 shares of META stock, worth $14.3 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
28,624
Previous 22,730 25.93%
Holding current value
$14.3 Million
Previous $11 Million 30.76%
% of portfolio
1.28%
Previous 1.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$430.17 - $527.34 $2.54 Million - $3.11 Million
5,894 Added 25.93%
28,624 $14.4 Million
Q1 2024

May 03, 2024

SELL
$344.47 - $512.19 $332,069 - $493,751
-964 Reduced 4.07%
22,730 $11 Million
Q4 2023

Jan 31, 2024

SELL
$288.35 - $358.32 $350,345 - $435,358
-1,215 Reduced 4.88%
23,694 $8.39 Million
Q3 2023

Oct 23, 2023

BUY
$283.25 - $325.48 $7.06 Million - $8.11 Million
24,909 New
24,909 $7.48 Million
Q1 2023

Apr 26, 2023

BUY
$124.74 - $211.94 $251,351 - $427,059
2,015 New
2,015 $427,000
Q2 2021

Jul 27, 2021

SELL
$296.52 - $355.64 $29,652 - $35,564
-100 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$258.12 - $294.68 $25,812 - $29,468
100 New
100 $27,000
Q1 2020

Apr 28, 2020

SELL
$146.01 - $223.23 $16,937 - $25,894
-116 Closed
0 $0
Q3 2019

Nov 06, 2019

SELL
$177.1 - $204.87 $16,647 - $19,257
-94 Reduced 44.76%
116 $21,000
Q2 2019

Jul 31, 2019

BUY
$164.15 - $195.47 $34,471 - $41,048
210 New
210 $41,000
Q1 2019

Apr 30, 2019

SELL
$131.74 - $173.37 $3,293 - $4,334
-25 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
$124.06 - $162.44 $3,101 - $4,061
25 New
25 $3,000
Q2 2018

Aug 09, 2018

SELL
$155.1 - $202.0 $70,725 - $92,112
-456 Closed
0 $0
Q1 2018

May 07, 2018

BUY
$152.22 - $193.09 $69,412 - $88,049
456 New
456 $73,000

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 $1.12T
  • 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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.