Heritage Wealth Advisors’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 | $45.6K | Hold |
436
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $39.2K | Hold |
436
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $40.4K | Hold |
436
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $33.8K | Hold |
436
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $31.3K | Hold |
436
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $28.6K | Hold |
436
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $27.5K | Hold |
436
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $27.2K | Sell |
436
-15
| -3% | -$935 | ﹤0.01% | 357 |
|
|
2023
Q2 | $32.8K | Hold |
451
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $32.6K | Hold |
451
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $26.1K | Hold |
451
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $25.5K | Hold |
451
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $28K | Hold |
451
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $30K | Hold |
451
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $28K | Hold |
451
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $22.4K | Hold |
451
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $21K | Hold |
451
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $18.9K | Hold |
451
| – | – | ﹤0.01% | 424 |
|
|
2020
Q4 | $19K | Hold |
451
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $15.8K | Hold |
451
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $13.8K | Hold |
451
| – | – | ﹤0.01% | 364 |
|
|
2020
Q1 | $11.9K | Hold |
451
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $20K | Hold |
451
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $18K | Buy |
+451
| New | +$18K | ﹤0.01% | 354 |
|