Creative Planning’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
32,408
+13,768
| +74% | +$1.31M | ﹤0.01% | 1015 |
|
|
2025
Q1 | $1.52M | Buy |
18,640
+2,818
| +18% | +$230K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $1.33M | Buy |
15,822
+3,754
| +31% | +$315K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $863K | Buy |
12,068
+2,140
| +22% | +$153K | ﹤0.01% | 1632 |
|
|
2024
Q2 | $638K | Buy |
9,928
+5,383
| +118% | +$346K | ﹤0.01% | 1754 |
|
|
2024
Q1 | $267K | Buy |
+4,545
| New | +$267K | ﹤0.01% | 2338 |
|
|
2017
Q3 | – | Sell |
-401
| Closed | -$13K | – | 2499 |
|
|
2017
Q2 | $13K | Buy |
401
+57
| +17% | +$1.85K | ﹤0.01% | 3418 |
|
|
2017
Q1 | $11K | Sell |
344
-43
| -11% | -$1.38K | ﹤0.01% | 3476 |
|
|
2016
Q4 | $12K | Sell |
387
-33
| -8% | -$1.02K | ﹤0.01% | 3363 |
|
|
2016
Q3 | $12K | Sell |
420
-41
| -9% | -$1.17K | ﹤0.01% | 3338 |
|
|
2016
Q2 | $8K | Sell |
461
-1,791
| -80% | -$31.1K | ﹤0.01% | 3325 |
|
|
2016
Q1 | $58K | Sell |
2,252
-138
| -6% | -$3.55K | ﹤0.01% | 1979 |
|
|
2015
Q4 | $63K | Sell |
2,390
-109
| -4% | -$2.87K | ﹤0.01% | 1910 |
|
|
2015
Q3 | $60K | Buy |
+2,499
| New | +$60K | ﹤0.01% | 1900 |
|
|
2015
Q2 | – | Sell |
-2,484
| Closed | -$64K | – | 1709 |
|
|
2015
Q1 | $64K | Sell |
2,484
-581
| -19% | -$15K | ﹤0.01% | 1832 |
|
|
2014
Q4 | $73K | Sell |
3,065
-1,130
| -27% | -$26.9K | ﹤0.01% | 1724 |
|
|
2014
Q3 | $101K | Sell |
4,195
-6,264
| -60% | -$151K | ﹤0.01% | 1461 |
|
|
2014
Q2 | $254K | Buy |
10,459
+135
| +1% | +$3.28K | ﹤0.01% | 918 |
|
|
2014
Q1 | $240K | Buy |
10,324
+749
| +8% | +$17.4K | ﹤0.01% | 912 |
|
|
2013
Q4 | $249K | Hold |
9,575
| – | – | ﹤0.01% | 762 |
|
|
2013
Q3 | $250K | Buy |
9,575
+73
| +0.8% | +$1.91K | 0.01% | 675 |
|
|
2013
Q2 | $214K | Buy |
+9,502
| New | +$214K | 0.01% | 662 |
|