DWA
Dougherty Wealth Advisers’s Liberty Media Series A FWONA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Hold |
367
| – | – | 0.02% | 93 |
|
|
2025
Q1 | $29.9K | Hold |
367
| – | – | 0.02% | 95 |
|
|
2024
Q4 | $30.8K | Hold |
367
| – | – | 0.02% | 95 |
|
|
2024
Q3 | $26.3K | Hold |
367
| – | – | 0.02% | 94 |
|
|
2024
Q2 | $23.6K | Hold |
367
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $21.6K | Hold |
367
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $21.3K | Hold |
367
| – | – | 0.02% | 109 |
|
|
2023
Q3 | $20.8K | Hold |
367
| – | – | 0.02% | 106 |
|
|
2023
Q2 | $24.8K | Hold |
367
| – | – | 0.03% | 102 |
|
|
2023
Q1 | $24.8K | Hold |
367
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $19.6K | Hold |
367
| – | – | 0.03% | 114 |
|
|
2022
Q3 | $19K | Hold |
367
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $21K | Hold |
367
| – | – | 0.04% | 106 |
|
|
2022
Q1 | $23K | Hold |
367
| – | – | 0.03% | 110 |
|
|
2021
Q4 | $22K | Hold |
367
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $17K | Hold |
367
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $16K | Hold |
367
| – | – | 0.02% | 122 |
|
|
2021
Q1 | $14K | Hold |
367
| – | – | 0.02% | 119 |
|
|
2020
Q4 | $14K | Hold |
367
| – | – | 0.02% | 134 |
|
|
2020
Q3 | $12K | Hold |
367
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $11K | Hold |
367
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $9K | Hold |
367
| – | – | 0.04% | 151 |
|
|
2019
Q4 | $16K | Hold |
367
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $15K | Hold |
367
| – | – | 0.05% | 159 |
|
|
2019
Q2 | $13K | Hold |
367
| – | – | 0.04% | 200 |
|
|
2019
Q1 | $12K | Hold |
367
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $11K | Buy |
+367
| New | +$11K | 0.04% | 179 |
|