Creative Planning’s News Corp Class B NWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73
| Closed | -$2.22K | – | 3618 |
|
|
2024
Q4 | $2.22K | Buy |
+73
| New | +$2.22K | ﹤0.01% | 3436 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$523 | – | 2638 |
|
|
2023
Q1 | $523 | Buy |
+30
| New | +$523 | ﹤0.01% | 2488 |
|
|
2017
Q3 | – | Sell |
-85
| Closed | -$1K | – | 3023 |
|
|
2017
Q2 | $1K | Sell |
85
-25
| -23% | -$294 | ﹤0.01% | 4356 |
|
|
2017
Q1 | $1K | Buy |
110
+25
| +29% | +$227 | ﹤0.01% | 4356 |
|
|
2016
Q4 | $1K | Hold |
85
| – | – | ﹤0.01% | 4312 |
|
|
2016
Q3 | $1K | Sell |
85
-133
| -61% | -$1.57K | ﹤0.01% | 4251 |
|
|
2016
Q2 | $3K | Buy |
218
+133
| +156% | +$1.83K | ﹤0.01% | 3813 |
|
|
2016
Q1 | $1K | Sell |
85
-50
| -37% | -$588 | ﹤0.01% | 4043 |
|
|
2015
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 3954 |
|
|
2015
Q3 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 3888 |
|
|
2015
Q2 | – | Sell |
-1,153
| Closed | -$18K | – | 2275 |
|
|
2015
Q1 | $18K | Sell |
1,153
-50
| -4% | -$781 | ﹤0.01% | 2774 |
|
|
2014
Q4 | $18K | Buy |
1,203
+687
| +133% | +$10.3K | ﹤0.01% | 2701 |
|
|
2014
Q3 | $8K | Sell |
516
-123
| -19% | -$1.91K | ﹤0.01% | 3022 |
|
|
2014
Q2 | $11K | Sell |
639
-40
| -6% | -$689 | ﹤0.01% | 2765 |
|
|
2014
Q1 | $11K | Hold |
679
| – | – | ﹤0.01% | 2670 |
|
|
2013
Q4 | $12K | Hold |
679
| – | – | ﹤0.01% | 2470 |
|
|
2013
Q3 | $11K | Buy |
+679
| New | +$11K | ﹤0.01% | 2412 |
|