A detailed history of Sax Wealth Advisors, LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,193 shares of META stock, worth $2.34 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,193
Previous 3,530 18.78%
Holding current value
$2.34 Million
Previous $1.78 Million 34.91%
% of portfolio
0.22%
Previous 0.17%

Shares

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

Oct 17, 2024

BUY
$453.41 - $572.44 $300,610 - $379,527
663 Added 18.78%
4,193 $2.4 Million
Q2 2024

Jul 12, 2024

BUY
$430.17 - $527.34 $196,157 - $240,467
456 Added 14.83%
3,530 $1.78 Million
Q1 2024

May 13, 2024

SELL
$344.47 - $512.19 $33,069 - $49,170
-96 Reduced 3.03%
3,074 $1.49 Million
Q4 2023

Feb 14, 2024

BUY
$288.35 - $358.32 $128,892 - $160,169
447 Added 16.42%
3,170 $1.12 Million
Q3 2023

Nov 07, 2023

BUY
$283.25 - $325.48 $4,532 - $5,207
16 Added 0.59%
2,723 $817,000
Q2 2023

Aug 10, 2023

SELL
$207.55 - $288.73 $42,962 - $59,767
-207 Reduced 7.1%
2,707 $776,000
Q4 2022

Feb 06, 2023

BUY
$88.91 - $140.28 $1,066 - $1,683
12 Added 0.41%
2,914 $350,000
Q3 2022

Nov 08, 2022

SELL
$134.4 - $183.17 $4,435 - $6,044
-33 Reduced 1.12%
2,902 $394,000
Q2 2022

Aug 11, 2022

SELL
$155.85 - $233.89 $19,792 - $29,704
-127 Reduced 4.15%
2,935 $473,000
Q1 2022

Aug 11, 2022

SELL
$186.63 - $338.54 $37,699 - $68,385
-202 Reduced 6.19%
3,062 $681,000
Q4 2021

Feb 07, 2022

BUY
$306.84 - $347.56 $456,884 - $517,516
1,489 Added 83.89%
3,264 $1.1 Million
Q2 2021

Aug 12, 2021

BUY
$296.52 - $355.64 $14,826 - $17,782
50 Added 2.9%
1,775 $617,000
Q1 2021

May 14, 2021

BUY
$245.64 - $294.53 $39,302 - $47,124
160 Added 10.22%
1,725 $508,000
Q4 2020

Feb 16, 2021

BUY
$258.12 - $294.68 $403,957 - $461,174
1,565 New
1,565 $427,000

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 $1.26T
  • 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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.