Facebook Inc cl a shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Facebook Inc cl a
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Quarterly reported holdings in Facebook Inc cl a by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 401 | 734.38 |
| 2025-06-30 | $300k | 406 | 738.09 |
| 2025-03-31 | $228k | 396 | 576.36 |
| 2024-12-31 | $232k | 396 | 585.51 |
| 2024-09-30 | $2.2M | 3.8k | 572.44 |
| 2024-06-30 | $462k | 917 | 504.22 |
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