A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 650 shares of META stock, worth $372,521. This represents 0.12% of its overall portfolio holdings.

Number of Shares
650
Previous 650 -0.0%
Holding current value
$372,521
Previous $327,000 13.76%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 09, 2024

BUY
$344.47 - $512.19 $223,905 - $332,923
650 New
650 $315,000
Q2 2022

Aug 02, 2022

SELL
$155.85 - $233.89 $5,610 - $8,420
-36 Reduced 1.18%
3,014 $486,000
Q1 2022

May 12, 2022

SELL
$186.63 - $338.54 $4,852 - $8,802
-26 Reduced 0.85%
3,050 $678,000
Q4 2021

Feb 03, 2022

BUY
$306.84 - $347.56 $233,198 - $264,145
760 Added 32.82%
3,076 $1.04 Million
Q3 2021

Nov 12, 2021

BUY
$336.95 - $382.18 $780,376 - $885,128
2,316 New
2,316 $786,000
Q2 2021

Aug 13, 2021

SELL
$296.52 - $355.64 $274,281 - $328,967
-925 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$245.64 - $294.53 $227,217 - $272,440
925 New
925 $272,000
Q3 2019

Nov 12, 2019

SELL
$177.1 - $204.87 $200,477 - $231,912
-1,132 Closed
0 $0
Q2 2019

Aug 06, 2019

BUY
$164.15 - $195.47 $185,817 - $221,272
1,132 New
1,132 $218,000

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 $1.29T
  • 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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