Montag & Associates’s Liberty Media Series A FWONA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$36K Hold
2025
Q2
$35.9K Hold
2025
Q1
$30.8K Hold
2024
Q4
$31.8K Hold
2024
Q3
$27K Hold
2024
Q2
$24.3K Hold
2024
Q1
$22.2K Hold
2023
Q4
$21.9K Hold
2023
Q3
$21.4K Sell
2023
Q2
$25.6K Hold
2023
Q1
$25.5K Hold
2022
Q4
$20.2K Buy