A detailed history of Summit Financial Strategies, Inc. transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 676 shares of META stock, worth $361,450. This represents 0.05% of its overall portfolio holdings.

Number of Shares
676
Previous 665 1.65%
Holding current value
$361,450
Previous $235,000 39.57%
% of portfolio
0.05%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$344.47 - $512.19 $3,789 - $5,634
11 Added 1.65%
676 $328,000
Q4 2023

Feb 13, 2024

BUY
$288.35 - $358.32 $191,752 - $238,282
665 New
665 $235,000
Q1 2022

May 04, 2022

SELL
$186.63 - $338.54 $181,404 - $329,060
-972 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$306.84 - $347.56 $4,909 - $5,560
16 Added 1.67%
972 $327,000
Q3 2021

Nov 10, 2021

BUY
$336.95 - $382.18 $9,434 - $10,701
28 Added 3.02%
956 $324,000
Q2 2021

Aug 11, 2021

SELL
$296.52 - $355.64 $25,500 - $30,585
-86 Reduced 8.48%
928 $323,000
Q1 2021

May 11, 2021

BUY
$245.64 - $294.53 $65,831 - $78,934
268 Added 35.92%
1,014 $299,000
Q4 2020

Feb 05, 2021

SELL
$258.12 - $294.68 $86,470 - $98,717
-335 Reduced 30.99%
746 $204,000
Q3 2020

Nov 16, 2020

SELL
$230.12 - $303.91 $4,372 - $5,774
-19 Reduced 1.73%
1,081 $283,000
Q2 2020

Jul 31, 2020

BUY
$154.18 - $242.24 $169,598 - $266,464
1,100 New
1,100 $250,000
Q3 2018

Nov 09, 2018

SELL
$160.3 - $217.5 $263,052 - $356,917
-1,641 Closed
0 $0
Q2 2018

Aug 06, 2018

BUY
$155.1 - $202.0 $60,178 - $78,376
388 Added 30.97%
1,641 $319,000
Q1 2018

May 14, 2018

SELL
$152.22 - $193.09 $11,873 - $15,061
-78 Reduced 5.86%
1,253 $200,000
Q4 2017

Jan 29, 2018

BUY
$168.42 - $183.03 $842 - $915
5 Added 0.38%
1,331 $235,000
Q3 2017

Nov 09, 2017

BUY
$162.87 - $173.51 $215,965 - $230,074
1,326
1,326 $227,000

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 $1.2T
  • 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
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