Schwarz Dygos Wheeler Investment Advisors’s Atlanta Braves Holdings Series A BATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
6,322
-400
| -6% | -$19.7K | 0.07% | 130 |
|
|
2025
Q1 | $295K | Sell |
6,722
-103
| -2% | -$4.52K | 0.07% | 133 |
|
|
2024
Q4 | $278K | Hold |
6,825
| – | – | 0.07% | 132 |
|
|
2024
Q3 | $288K | Hold |
6,825
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $282K | Sell |
6,825
-50
| -0.7% | -$2.07K | 0.08% | 119 |
|
|
2024
Q1 | $288K | Sell |
6,875
-300
| -4% | -$12.6K | 0.08% | 125 |
|
|
2023
Q4 | $307K | Sell |
7,175
-100
| -1% | -$4.28K | 0.09% | 119 |
|
|
2023
Q3 | $284K | Hold |
7,275
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $298K | Sell |
7,275
-200
| -3% | -$8.18K | 0.1% | 111 |
|
|
2023
Q1 | $258K | Hold |
7,475
| – | – | 0.09% | 115 |
|
|
2022
Q4 | $244K | Hold |
7,475
| – | – | 0.1% | 107 |
|
|
2022
Q3 | $210K | Buy |
+7,475
| New | +$210K | 0.09% | 108 |
|
|
2022
Q2 | – | Sell |
-7,575
| Closed | -$218K | – | 127 |
|
|
2022
Q1 | $218K | Hold |
7,575
| – | – | 0.07% | 122 |
|
|
2021
Q4 | $218K | Hold |
7,575
| – | – | 0.07% | 125 |
|
|
2021
Q3 | $204K | Buy |
7,575
+100
| +1% | +$2.69K | 0.07% | 127 |
|
|
2021
Q2 | $211K | Sell |
7,475
-300
| -4% | -$8.47K | 0.08% | 124 |
|
|
2021
Q1 | $222K | Buy |
+7,775
| New | +$222K | 0.09% | 114 |
|