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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.64M | Buy |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $149K | Sell |
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|
2018
Q2 | $177K | Buy |
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|
2018
Q1 | $180K | Sell |
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|
2017
Q4 | $192K | Buy |
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|
2017
Q3 | $153K | Buy |
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|
2017
Q2 | $152K | Buy |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $60K | Buy |
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|
2016
Q3 | $71K | Sell |
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|
2016
Q2 | $59K | Sell |
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|
2016
Q1 | $67K | Buy |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $46K | Buy |
|
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $60K | Buy |
|
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|
2014
Q4 | $57K | Sell |
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|
2014
Q3 | $74K | Sell |
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|
2014
Q2 | $84K | Sell |
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|
2014
Q1 | $84K | Hold |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | $40K | Buy |
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