Integrated Wealth Concepts’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
7,096
+1,165
| +20% | +$111K | 0.01% | 1119 |
|
|
2025
Q1 | $483K | Sell |
5,931
-1,943
| -25% | -$158K | 0.01% | 1158 |
|
|
2024
Q4 | $662K | Buy |
7,874
+412
| +6% | +$34.6K | 0.01% | 998 |
|
|
2024
Q3 | $534K | Buy |
7,462
+300
| +4% | +$21.5K | 0.01% | 1051 |
|
|
2024
Q2 | $460K | Buy |
7,162
+1,250
| +21% | +$80.3K | 0.01% | 1083 |
|
|
2024
Q1 | $347K | Sell |
5,912
-29
| -0.5% | -$1.7K | 0.01% | 1238 |
|
|
2023
Q4 | $344K | Hold |
5,941
| – | – | 0.01% | 1191 |
|
|
2023
Q3 | $336K | Buy |
+5,941
| New | +$336K | 0.01% | 1171 |
|
|
2023
Q2 | – | Sell |
-6,089
| Closed | -$394K | – | 1576 |
|
|
2023
Q1 | $394K | Buy |
+6,089
| New | +$394K | 0.01% | 945 |
|