Heritage Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6K | Hold |
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2025
Q1 | $39.2K | Hold |
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|
2024
Q4 | $40.4K | Hold |
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|
2024
Q3 | $33.8K | Hold |
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|
2024
Q2 | $31.3K | Hold |
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|
2024
Q1 | $28.6K | Hold |
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|
2023
Q4 | $27.5K | Hold |
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|
2023
Q3 | $27.2K | Sell |
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|
2023
Q2 | $32.8K | Hold |
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|
2023
Q1 | $32.6K | Hold |
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|
2022
Q4 | $26.1K | Hold |
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|
2022
Q3 | $25.5K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $22.4K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $18.9K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $15.8K | Hold |
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|
2020
Q2 | $13.8K | Hold |
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|
2020
Q1 | $11.9K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $18K | Buy |
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