Carson Wealth (CWM LLC)’s News Corp Class A NWSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
157,831
+132,777
| +530% | +$3.95M | 0.02% | 607 |
|
|
2025
Q1 | $682K | Buy |
25,054
+15,462
| +161% | +$421K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $264K | Sell |
9,592
-1,140
| -11% | -$31.4K | ﹤0.01% | 1666 |
|
|
2024
Q3 | $286K | Buy |
10,732
+3,393
| +46% | +$90.4K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $202K | Buy |
7,339
+532
| +8% | +$14.6K | ﹤0.01% | 1579 |
|
|
2024
Q1 | $178K | Sell |
6,807
-100
| -1% | -$2.62K | ﹤0.01% | 1566 |
|
|
2023
Q4 | $170K | Sell |
6,907
-3
| -0% | -$74 | ﹤0.01% | 1486 |
|
|
2023
Q3 | $139K | Buy |
6,910
+49
| +0.7% | +$986 | ﹤0.01% | 1464 |
|
|
2023
Q2 | $134K | Sell |
6,861
-308
| -4% | -$6.02K | ﹤0.01% | 1419 |
|
|
2023
Q1 | $124K | Buy |
7,169
+1,245
| +21% | +$21.5K | ﹤0.01% | 1379 |
|
|
2022
Q4 | $108K | Sell |
5,924
-600
| -9% | -$10.9K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $99K | Buy |
6,524
+3,446
| +112% | +$52.3K | ﹤0.01% | 1331 |
|
|
2022
Q2 | $48K | Buy |
3,078
+507
| +20% | +$7.91K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $57K | Buy |
2,571
+1,823
| +244% | +$40.4K | ﹤0.01% | 1548 |
|
|
2021
Q4 | $17K | Buy |
+748
| New | +$17K | ﹤0.01% | 2079 |
|
|
2021
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q1 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2020
Q4 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2020
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2020
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2020
Q1 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2019
Q4 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2019
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2019
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 2193 |
|
|
2019
Q1 | $8K | Buy |
301
+123
| +69% | +$3.27K | ﹤0.01% | 2193 |
|
|
2018
Q4 | $2K | Sell |
178
-131
| -42% | -$1.47K | ﹤0.01% | 1772 |
|
|
2018
Q3 | $4K | Buy |
309
+95
| +44% | +$1.23K | ﹤0.01% | 1400 |
|
|
2018
Q2 | $3K | Buy |
214
+105
| +96% | +$1.47K | ﹤0.01% | 1302 |
|
|
2018
Q1 | $2K | Hold |
109
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q3 | $1K | Sell |
109
-4
| -4% | -$37 | ﹤0.01% | 1395 |
|
|
2017
Q2 | $2K | Buy |
113
+4
| +4% | +$71 | ﹤0.01% | 1021 |
|
|
2017
Q1 | $1K | Hold |
109
| – | – | ﹤0.01% | 1081 |
|
|
2016
Q4 | $1K | Buy |
109
+108
| +10,800% | +$991 | ﹤0.01% | 1060 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1035 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 836 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 793 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 732 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 647 |
|
|
2014
Q1 | – | Sell |
-1
| Closed | – | – | 348 |
|
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 591 |
|