Mount Yale Investment 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 | $638K | Sell |
|
|||||
|
2025
Q1 | $566K | Sell |
|
|||||
|
2024
Q4 | $602K | Sell |
|
|||||
|
2024
Q3 | $566K | Sell |
|
|||||
|
2024
Q2 | $562K | Sell |
|
|||||
|
2024
Q1 | $523K | Buy |
|
|||||
|
2023
Q4 | $489K | Buy |
|
|||||
|
2023
Q3 | $480K | Sell |
|
|||||
|
2023
Q2 | $574K | Sell |
|
|||||
|
2023
Q1 | $572K | Buy |
|
|||||
|
2022
Q4 | $324K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $398K | Sell |
|
|||||
|
2019
Q3 | $400K | Sell |
|
|||||
|
2019
Q2 | $448K | Sell |
|
|||||
|
2019
Q1 | $441K | Sell |
|
|||||
|
2018
Q4 | $399K | Sell |
|
|||||
|
2018
Q3 | $465K | Sell |
|
|||||
|
2018
Q2 | $552K | Sell |
|
|||||
|
2018
Q1 | $545K | Buy |
|