Heritage Wealth Management (Ohio)’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	$438K	Hold	4,195	–	–	0.14%	154
2025 Q1	$378K	Hold	4,195	–	–	0.13%	163
2024 Q4	$389K	Hold	4,195	–	–	0.13%	158
2024 Q3	$325K	Hold	4,195	–	–	0.11%	174
2024 Q2	$305K	Buy	+4,195	New	+$305K	0.1%	175