A detailed history of Phillips Wealth Planners LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 981 shares of META stock, worth $490,764. This represents 0.55% of its overall portfolio holdings.

Number of Shares
981
Previous 871 12.63%
Holding current value
$490,764
Previous $435 Million 20.5%
% of portfolio
0.55%
Previous 0.5%

Shares

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

Aug 02, 2024

BUY
$430.17 - $527.34 $47,318 - $58,007
110 Added 12.63%
981 $525 Million
Q1 2024

Apr 29, 2024

BUY
$344.47 - $512.19 $36,169 - $53,779
105 Added 13.71%
871 $435 Million
Q4 2023

Feb 12, 2024

SELL
$288.35 - $358.32 $13,264 - $16,482
-46 Reduced 5.67%
766 $288 Million
Q3 2023

Oct 30, 2023

BUY
$283.25 - $325.48 $229,999 - $264,289
812 New
812 $254 Million

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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.