Montag & Associates’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 | $35.9K | Hold |
378
| – | – | ﹤0.01% | 621 |
|
2025
Q1 | $30.8K | Hold |
378
| – | – | ﹤0.01% | 671 |
|
2024
Q4 | $31.8K | Hold |
378
| – | – | ﹤0.01% | 664 |
|
2024
Q3 | $27K | Hold |
378
| – | – | ﹤0.01% | 696 |
|
2024
Q2 | $24.3K | Hold |
378
| – | – | ﹤0.01% | 685 |
|
2024
Q1 | $22.2K | Hold |
378
| – | – | ﹤0.01% | 682 |
|
2023
Q4 | $21.9K | Hold |
378
| – | – | ﹤0.01% | 681 |
|
2023
Q3 | $21.4K | Sell |
378
-17
| -4% | -$961 | ﹤0.01% | 662 |
|
2023
Q2 | $25.6K | Hold |
395
| – | – | ﹤0.01% | 646 |
|
2023
Q1 | $25.5K | Hold |
395
| – | – | ﹤0.01% | 638 |
|
2022
Q4 | $20.2K | Buy |
+395
| New | +$20.2K | ﹤0.01% | 659 |
|