Dougherty Wealth Advisers’s Liberty Media Series C FWONK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.8K | Hold |
735
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $66.2K | Hold |
735
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $68.1K | Hold |
735
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $56.9K | Hold |
735
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $52.8K | Hold |
735
| – | – | 0.05% | 73 |
|
|
2024
Q1 | $48.2K | Hold |
735
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $46.4K | Hold |
735
| – | – | 0.04% | 82 |
|
|
2023
Q3 | $45.8K | Sell |
735
-25
| -3% | -$1.56K | 0.05% | 76 |
|
|
2023
Q2 | $55.3K | Hold |
760
| – | – | 0.08% | 75 |
|
|
2023
Q1 | $55K | Hold |
760
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $43.9K | Hold |
760
| – | – | 0.07% | 90 |
|
|
2022
Q3 | $43K | Hold |
760
| – | – | 0.09% | 81 |
|
|
2022
Q2 | $47K | Hold |
760
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $51K | Hold |
760
| – | – | 0.08% | 87 |
|
|
2021
Q4 | $46K | Hold |
760
| – | – | 0.06% | 103 |
|
|
2021
Q3 | $38K | Hold |
760
| – | – | 0.06% | 104 |
|
|
2021
Q2 | $35K | Hold |
760
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $32K | Hold |
760
| – | – | 0.05% | 109 |
|
|
2020
Q4 | $31K | Hold |
760
| – | – | 0.05% | 118 |
|
|
2020
Q3 | $27K | Hold |
760
| – | – | 0.09% | 124 |
|
|
2020
Q2 | $23K | Hold |
760
| – | – | 0.08% | 131 |
|
|
2020
Q1 | $20K | Hold |
760
| – | – | 0.08% | 133 |
|
|
2019
Q4 | $34K | Hold |
760
| – | – | 0.1% | 132 |
|
|
2019
Q3 | $31K | Hold |
760
| – | – | 0.1% | 135 |
|
|
2019
Q2 | $27K | Hold |
760
| – | – | 0.08% | 162 |
|
|
2019
Q1 | $26K | Hold |
760
| – | – | 0.09% | 143 |
|
|
2018
Q4 | $23K | Buy |
+760
| New | +$23K | 0.08% | 152 |
|