A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,872 shares of META stock, worth $954,645. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,872
Previous 2,334 19.79%
Holding current value
$954,645
Previous $826,000 10.05%
% of portfolio
0.4%
Previous 0.38%

Shares

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

May 13, 2024

SELL
$344.47 - $512.19 $159,145 - $236,631
-462 Reduced 19.79%
1,872 $909,000
Q4 2023

Feb 13, 2024

BUY
$288.35 - $358.32 $9,803 - $12,182
34 Added 1.48%
2,334 $826,000
Q3 2023

Nov 14, 2023

SELL
$283.25 - $325.48 $32,290 - $37,104
-114 Reduced 4.72%
2,300 $690,000
Q2 2023

Aug 11, 2023

SELL
$207.55 - $288.73 $830 - $1,154
-4 Reduced 0.17%
2,414 $692,000
Q1 2023

May 12, 2023

BUY
$124.74 - $211.94 $301,621 - $512,470
2,418 New
2,418 $512,000
Q3 2022

Nov 01, 2022

BUY
$140.41 - $183.17 $6,458 - $8,425
46 Added 2.28%
2,065 $280,000
Q2 2022

Aug 09, 2022

SELL
$155.85 - $233.89 $4,987 - $7,484
-32 Reduced 1.56%
2,019 $326,000
Q1 2022

May 13, 2022

BUY
$186.63 - $338.54 $55,242 - $100,207
296 Added 16.87%
2,051 $456,000
Q4 2021

Feb 10, 2022

SELL
$306.84 - $347.56 $37,741 - $42,749
-123 Reduced 6.55%
1,755 $590,000
Q2 2021

Aug 16, 2021

SELL
$296.52 - $355.64 $1,779 - $2,133
-6 Reduced 0.32%
1,878 $653,000
Q1 2021

May 17, 2021

SELL
$245.64 - $294.53 $4,912 - $5,890
-20 Reduced 1.05%
1,884 $555,000
Q4 2020

Feb 19, 2021

SELL
$258.12 - $294.68 $299,419 - $341,828
-1,160 Reduced 37.86%
1,904 $520,000
Q3 2020

Nov 13, 2020

SELL
$230.12 - $303.91 $27,614 - $36,469
-120 Reduced 3.77%
3,064 $802,000
Q2 2020

Aug 18, 2020

SELL
$154.18 - $242.24 $35,615 - $55,957
-231 Reduced 6.76%
3,184 $723,000
Q1 2020

May 15, 2020

SELL
$146.01 - $223.23 $18,981 - $29,019
-130 Reduced 3.67%
3,415 $570,000
Q4 2019

May 15, 2020

BUY
$174.6 - $208.1 $618,957 - $737,714
3,545 New
3,545 $728,000

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 $1.15T
  • 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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