Creative Planning’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.08M | Buy |
364,374
+166,951
| +85% | +$4.14M | 0.01% | 752 |
|
|
2025
Q4 | $5.16M | Buy |
197,423
+78,935
| +67% | +$2.07M | ﹤0.01% | 989 |
|
|
2025
Q3 | $3.64M | Buy |
118,488
+53,567
| +83% | +$1.59M | ﹤0.01% | 1072 |
|
|
2025
Q2 | $1.93M | Buy |
64,921
+15,571
| +32% | +$428K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $1.34M | Buy |
49,350
+4,905
| +11% | +$137K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $1.22M | Sell |
44,445
-3,249
| -7% | -$90.5K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $1.27M | Buy |
47,694
+1,604
| +3% | +$43.6K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $1.27M | Buy |
46,090
+15,692
| +52% | +$405K | ﹤0.01% | 1251 |
|
|
2024
Q1 | $796K | Buy |
30,398
+2,978
| +11% | +$75.6K | ﹤0.01% | 1508 |
|
|
2023
Q4 | $673K | Buy |
27,420
+5,748
| +27% | +$125K | ﹤0.01% | 1493 |
|
|
2023
Q3 | $435K | Buy |
21,672
+1,601
| +8% | +$32.5K | ﹤0.01% | 1654 |
|
|
2023
Q2 | $391K | Buy |
20,071
+1,827
| +10% | +$33.1K | ﹤0.01% | 1715 |
|
|
2023
Q1 | $315K | Sell |
18,244
-2,831
| -13% | -$51.7K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $384K | Buy |
21,075
+7,243
| +52% | +$126K | ﹤0.01% | 1567 |
|
|
2022
Q3 | $209K | Buy |
+13,832
| New | +$232K | ﹤0.01% | 1884 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2456 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | +$111 | ﹤0.01% | 2412 |
|
|
2018
Q4 | – | Sell |
-11,327
| Closed | -$149K | – | 2056 |
|
|
2018
Q3 | $149K | Sell |
11,327
-87
| -0.8% | -$1.22K | ﹤0.01% | 1723 |
|
|
2018
Q2 | $177K | Buy |
11,414
+27
| +0.2% | +$426 | ﹤0.01% | 1667 |
|
|
2018
Q1 | $180K | Sell |
11,387
-450
| -4% | -$7.4K | ﹤0.01% | 1643 |
|
|
2017
Q4 | $192K | Buy |
11,837
+320
| +3% | +$4.79K | ﹤0.01% | 1620 |
|
|
2017
Q3 | $153K | Buy |
11,517
+449
| +4% | +$6.08K | ﹤0.01% | 1659 |
|
|
2017
Q2 | $152K | Buy |
11,068
+5,795
| +110% | +$75.8K | ﹤0.01% | 1686 |
|
|
2017
Q1 | $69K | Buy |
5,273
+10
| +0.2% | +$125 | ﹤0.01% | 2231 |
|
|
2016
Q4 | $60K | Buy |
5,263
+214
| +4% | +$2.65K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $71K | Sell |
5,049
-157
| -3% | -$2.07K | ﹤0.01% | 2098 |
|
|
2016
Q2 | $59K | Sell |
5,206
-53
| -1% | -$639 | ﹤0.01% | 2024 |
|
|
2016
Q1 | $67K | Buy |
5,259
+65
| +1% | +$770 | ﹤0.01% | 1897 |
|
|
2015
Q4 | $69K | Buy |
5,194
+1,513
| +41% | +$21.4K | ﹤0.01% | 1861 |
|
|
2015
Q3 | $46K | Buy |
+3,681
| New | +$51.2K | ﹤0.01% | 2099 |
|
|
2015
Q2 | – | Sell |
-3,748
| Closed | -$60K | – | 2386 |
|
|
2015
Q1 | $60K | Buy |
3,748
+129
| +4% | +$2.09K | ﹤0.01% | 1894 |
|
|
2014
Q4 | $57K | Sell |
3,619
-905
| -20% | -$13.9K | ﹤0.01% | 1921 |
|
|
2014
Q3 | $74K | Sell |
4,524
-161
| -3% | -$2.83K | ﹤0.01% | 1662 |
|
|
2014
Q2 | $84K | Sell |
4,685
-186
| -4% | -$3.21K | ﹤0.01% | 1547 |
|
|
2014
Q1 | $84K | Hold |
4,871
| – | – | ﹤0.01% | 1507 |
|
|
2013
Q4 | $88K | Buy |
4,871
+2,403
| +97% | +$41.5K | ﹤0.01% | 1281 |
|
|
2013
Q3 | $40K | Buy |
+2,468
| New | +$39.4K | ﹤0.01% | 1651 |
|
Other funds holding NWSA
IFP
VCM
VPM
5NCM
