A detailed history of Avantax Planning Partners, Inc. transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,198 shares of META stock, worth $3.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,198
Previous 8,241 36.93%
Holding current value
$3.16 Million
Previous $4.16 Million 28.4%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 13, 2024

SELL
$453.41 - $572.44 $1.38 Million - $1.74 Million
-3,043 Reduced 36.93%
5,198 $2.98 Million
Q2 2024

Aug 09, 2024

BUY
$430.17 - $527.34 $33,983 - $41,659
79 Added 0.97%
8,241 $4.16 Million
Q1 2024

May 02, 2024

BUY
$344.47 - $512.19 $183,258 - $272,485
532 Added 6.97%
8,162 $3.96 Million
Q4 2023

Feb 09, 2024

BUY
$288.35 - $358.32 $76,701 - $95,313
266 Added 3.61%
7,630 $2.7 Million
Q3 2023

Nov 03, 2023

SELL
$283.25 - $325.48 $101,403 - $116,521
-358 Reduced 4.64%
7,364 $2.21 Million
Q2 2023

Jul 17, 2023

SELL
$207.55 - $288.73 $32,377 - $45,041
-156 Reduced 1.98%
7,722 $2.22 Million
Q1 2023

Apr 20, 2023

SELL
$124.74 - $211.94 $246,486 - $418,793
-1,976 Reduced 20.05%
7,878 $1.67 Million
Q4 2022

Feb 09, 2023

SELL
$88.91 - $140.28 $12,358 - $19,498
-139 Reduced 1.39%
9,854 $1.19 Million
Q3 2022

Oct 14, 2022

SELL
$134.4 - $183.17 $263,424 - $359,013
-1,960 Reduced 16.4%
9,993 $1.36 Million
Q2 2022

Jul 18, 2022

BUY
$155.85 - $233.89 $535,500 - $803,646
3,436 Added 40.34%
11,953 $1.93 Million
Q1 2022

May 09, 2022

BUY
$186.63 - $338.54 $347,318 - $630,022
1,861 Added 27.96%
8,517 $1.89 Million
Q4 2021

Jan 28, 2022

BUY
$306.84 - $347.56 $147,896 - $167,523
482 Added 7.81%
6,656 $2.24 Million
Q3 2021

Oct 27, 2021

BUY
$336.95 - $382.18 $38,075 - $43,186
113 Added 1.86%
6,174 $2.1 Million
Q2 2021

Aug 10, 2021

SELL
$296.52 - $355.64 $201,040 - $241,123
-678 Reduced 10.06%
6,061 $2.11 Million
Q1 2021

May 06, 2021

SELL
$245.64 - $294.53 $319,332 - $382,888
-1,300 Reduced 16.17%
6,739 $1.99 Million
Q4 2020

Feb 04, 2021

SELL
$258.12 - $294.68 $160,808 - $183,585
-623 Reduced 7.19%
8,039 $2.2 Million
Q3 2020

Oct 28, 2020

SELL
$230.12 - $303.91 $170,518 - $225,197
-741 Reduced 7.88%
8,662 $2.27 Million
Q2 2020

Jul 15, 2020

BUY
$154.18 - $242.24 $260,872 - $409,870
1,692 Added 21.94%
9,403 $2.14 Million
Q1 2020

Apr 27, 2020

BUY
$146.01 - $223.23 $113,157 - $173,003
775 Added 11.17%
7,711 $1.29 Million
Q4 2019

Jan 15, 2020

SELL
$174.6 - $208.1 $3,142 - $3,745
-18 Reduced 0.26%
6,936 $1.42 Million
Q3 2019

Nov 08, 2019

BUY
$177.1 - $204.87 $67,298 - $77,850
380 Added 5.78%
6,954 $1.24 Million
Q2 2019

Aug 07, 2019

SELL
$164.15 - $195.47 $39,396 - $46,912
-240 Reduced 3.52%
6,574 $1.29 Million
Q1 2019

May 08, 2019

BUY
$131.74 - $173.37 $221,718 - $291,781
1,683 Added 32.8%
6,814 $1.14 Million
Q4 2018

Feb 14, 2019

BUY
$124.06 - $162.44 $46,646 - $61,077
376 Added 7.91%
5,131 $673,000
Q3 2018

Nov 13, 2018

SELL
$160.3 - $217.5 $84,638 - $114,840
-528 Reduced 9.99%
4,755 $782,000
Q2 2018

Aug 13, 2018

SELL
$155.1 - $202.0 $76,464 - $99,586
-493 Reduced 8.54%
5,283 $1.03 Million
Q1 2018

May 15, 2018

SELL
$152.22 - $193.09 $68,499 - $86,890
-450 Reduced 7.23%
5,776 $922,000
Q4 2017

Feb 09, 2018

SELL
$168.42 - $183.03 $149,725 - $162,713
-889 Reduced 12.49%
6,226 $1.1 Million
Q3 2017

Oct 19, 2017

BUY
$162.87 - $173.51 $1.16 Million - $1.23 Million
7,115
7,115 $1.22 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 $1.37T
  • 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 Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.