EverSource Wealth Advisors’s News Corp Class B NWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.7K | Buy |
2,907
+2,016
| +226% | +$69.2K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $27.1K | Buy |
891
+331
| +59% | +$10.1K | ﹤0.01% | 1530 |
|
|
2024
Q4 | $17K | Buy |
560
+155
| +38% | +$4.72K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $11.3K | Buy |
405
+45
| +13% | +$1.26K | ﹤0.01% | 1792 |
|
|
2024
Q2 | $10.3K | Sell |
360
-29
| -7% | -$826 | ﹤0.01% | 1841 |
|
|
2024
Q1 | $9.55K | Buy |
389
+228
| +142% | +$5.6K | ﹤0.01% | 1711 |
|
|
2023
Q4 | $4.14K | Buy |
161
+7
| +5% | +$180 | ﹤0.01% | 1930 |
|
|
2023
Q3 | $3.21K | Sell |
154
-36
| -19% | -$751 | ﹤0.01% | 1864 |
|
|
2023
Q2 | $3.75K | Buy |
190
+52
| +38% | +$1.03K | ﹤0.01% | 1838 |
|
|
2023
Q1 | $2.41K | Sell |
138
-359
| -72% | -$6.26K | ﹤0.01% | 1881 |
|
|
2022
Q4 | $9.17K | Buy |
497
+350
| +238% | +$6.45K | ﹤0.01% | 1364 |
|
|
2022
Q3 | $2K | Buy |
+147
| New | +$2K | ﹤0.01% | 1703 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$1K | – | 1840 |
|
|
2022
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1715 |
|