Carson Wealth (CWM LLC)’s News Corp Class B NWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
5,531
+694
| +14% | +$23.8K | ﹤0.01% | 2219 |
|
|
2025
Q1 | $147K | Buy |
4,837
+425
| +10% | +$12.9K | ﹤0.01% | 2115 |
|
|
2024
Q4 | $134K | Buy |
4,412
+25
| +0.6% | +$759 | ﹤0.01% | 2078 |
|
|
2024
Q3 | $123K | Sell |
4,387
-431
| -9% | -$12.1K | ﹤0.01% | 2063 |
|
|
2024
Q2 | $137K | Buy |
4,818
+213
| +5% | +$6.06K | ﹤0.01% | 1784 |
|
|
2024
Q1 | $125K | Buy |
4,605
+28
| +0.6% | +$760 | ﹤0.01% | 1754 |
|
|
2023
Q4 | $118K | Sell |
4,577
-43
| -0.9% | -$1.11K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $96K | Sell |
4,620
-139
| -3% | -$2.89K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $94K | Buy |
4,759
+229
| +5% | +$4.52K | ﹤0.01% | 1600 |
|
|
2023
Q1 | $79K | Buy |
4,530
+711
| +19% | +$12.4K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $70K | Sell |
3,819
-25
| -0.7% | -$458 | ﹤0.01% | 1543 |
|
|
2022
Q3 | $59K | Buy |
3,844
+1,682
| +78% | +$25.8K | ﹤0.01% | 1590 |
|
|
2022
Q2 | $34K | Buy |
2,162
+1,635
| +310% | +$25.7K | ﹤0.01% | 1816 |
|
|
2022
Q1 | $12K | Buy |
527
+239
| +83% | +$5.44K | ﹤0.01% | 2377 |
|
|
2021
Q4 | $6K | Buy |
+288
| New | +$6K | ﹤0.01% | 2642 |
|