Baker Tilly Wealth Management’s Fox Class A FOXA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-17,677
| Closed | -$553K | – | 331 |
|
2024
Q1 | $553K | Buy |
17,677
+43
| +0.2% | +$1.35K | 0.1% | 227 |
|
2023
Q4 | $523K | Sell |
17,634
-2,668
| -13% | -$79.2K | 0.09% | 266 |
|
2023
Q3 | $633K | Sell |
20,302
-1,383
| -6% | -$43.2K | 0.1% | 202 |
|
2023
Q2 | $737K | Buy |
21,685
+1,768
| +9% | +$60.1K | 0.08% | 259 |
|
2023
Q1 | $678K | Buy |
19,917
+3,516
| +21% | +$120K | 0.08% | 271 |
|
2022
Q4 | $498K | Sell |
16,401
-961
| -6% | -$29.2K | 0.06% | 325 |
|
2022
Q3 | $533K | Buy |
17,362
+1,597
| +10% | +$49K | 0.07% | 277 |
|
2022
Q2 | $507K | Buy |
15,765
+164
| +1% | +$5.27K | 0.07% | 300 |
|
2022
Q1 | $615K | Buy |
15,601
+1,464
| +10% | +$57.7K | 0.07% | 287 |
|
2021
Q4 | $522K | Buy |
14,137
+128
| +0.9% | +$4.73K | 0.06% | 337 |
|
2021
Q3 | $562K | Buy |
14,009
+1,005
| +8% | +$40.3K | 0.07% | 286 |
|
2021
Q2 | $483K | Buy |
13,004
+615
| +5% | +$22.8K | 0.08% | 283 |
|
2021
Q1 | $447K | Sell |
12,389
-2,304
| -16% | -$83.1K | 0.09% | 264 |
|
2020
Q4 | $428K | Buy |
+14,693
| New | +$428K | 0.13% | 172 |
|