SVB Wealth’s Fox Class A FOXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,874
| Closed | -$219K | – | 928 |
|
|
2025
Q1 | $219K | Buy |
+3,874
| New | +$219K | 0.01% | 300 |
|
|
2023
Q4 | – | Sell |
-10,222
| Closed | -$319K | – | 901 |
|
|
2023
Q3 | $319K | Sell |
10,222
-248
| -2% | -$7.74K | 0.01% | 590 |
|
|
2023
Q2 | $356K | Sell |
10,470
-361
| -3% | -$12.3K | 0.01% | 596 |
|
|
2023
Q1 | $369K | Buy |
10,831
+2,625
| +32% | +$89.4K | 0.01% | 644 |
|
|
2022
Q4 | $249K | Sell |
8,206
-612
| -7% | -$18.6K | ﹤0.01% | 820 |
|
|
2022
Q3 | $270K | Buy |
8,818
+1,645
| +23% | +$50.4K | ﹤0.01% | 733 |
|
|
2022
Q2 | $230K | Sell |
7,173
-114
| -2% | -$3.66K | ﹤0.01% | 642 |
|
|
2022
Q1 | $288K | Buy |
7,287
+1,194
| +20% | +$47.2K | ﹤0.01% | 596 |
|
|
2021
Q4 | $225K | Buy |
+6,093
| New | +$225K | ﹤0.01% | 658 |
|