A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 395 shares of META stock, worth $222,305. This represents 0.12% of its overall portfolio holdings.

Number of Shares
395
Previous 485 18.56%
Holding current value
$222,305
Previous $244,000 7.38%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 14, 2024

SELL
$453.41 - $572.44 $40,806 - $51,519
-90 Reduced 18.56%
395 $226,000
Q2 2024

Aug 12, 2024

BUY
$430.17 - $527.34 $38,715 - $47,460
90 Added 22.78%
485 $244,000
Q1 2024

May 10, 2024

BUY
$344.47 - $512.19 $3,100 - $4,609
9 Added 2.33%
395 $191,000
Q4 2022

Feb 14, 2023

BUY
$88.91 - $140.28 $2,222 - $3,507
25 Added 6.93%
386 $46,000
Q2 2022

Aug 11, 2022

SELL
$155.85 - $233.89 $17,922 - $26,897
-115 Reduced 24.16%
361 $58,000
Q1 2022

May 12, 2022

SELL
$186.63 - $338.54 $46,657 - $84,635
-250 Reduced 34.44%
476 $106,000
Q2 2021

Aug 12, 2021

BUY
$296.52 - $355.64 $74,130 - $88,910
250 Added 52.52%
726 $252,000
Q4 2020

Feb 11, 2021

BUY
$258.12 - $294.68 $29,683 - $33,888
115 Added 31.86%
476 $130,000
Q3 2020

Nov 12, 2020

SELL
$230.12 - $303.91 $26,463 - $34,949
-115 Reduced 24.16%
361 $95,000
Q3 2019

Nov 12, 2019

BUY
$177.1 - $204.87 $20,366 - $23,560
115 Added 31.86%
476 $85,000
Q1 2018

May 08, 2018

SELL
$152.22 - $193.09 $151,458 - $192,124
-995 Reduced 73.38%
361 $58,000
Q4 2017

Feb 09, 2018

SELL
$168.42 - $183.03 $50,525 - $54,909
-300 Reduced 18.12%
1,356 $239,000
Q3 2017

Nov 09, 2017

BUY
$162.87 - $173.51 $269,712 - $287,332
1,656
1,656 $283,000

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 $1.27T
  • 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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.