EverSource Wealth Advisors’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $459K | Buy |
15,446
+11,227
| +266% | +$334K | 0.02% | 488 |
|
2025
Q1 | $115K | Buy |
4,219
+1,077
| +34% | +$29.3K | 0.01% | 858 |
|
2024
Q4 | $86.5K | Buy |
3,142
+334
| +12% | +$9.2K | ﹤0.01% | 954 |
|
2024
Q3 | $74.8K | Sell |
2,808
-410
| -13% | -$10.9K | ﹤0.01% | 899 |
|
2024
Q2 | $88.8K | Buy |
3,218
+268
| +9% | +$7.39K | 0.01% | 844 |
|
2024
Q1 | $70.2K | Sell |
2,950
-116
| -4% | -$2.76K | 0.01% | 848 |
|
2023
Q4 | $75.3K | Sell |
3,066
-19
| -0.6% | -$466 | 0.01% | 745 |
|
2023
Q3 | $61.9K | Buy |
3,085
+225
| +8% | +$4.51K | 0.01% | 738 |
|
2023
Q2 | $55.8K | Sell |
2,860
-2,574
| -47% | -$50.2K | 0.01% | 797 |
|
2023
Q1 | $93.9K | Buy |
5,434
+194
| +4% | +$3.35K | 0.01% | 559 |
|
2022
Q4 | $95.4K | Buy |
5,240
+623
| +13% | +$11.3K | 0.01% | 522 |
|
2022
Q3 | $70K | Buy |
4,617
+4,561
| +8,145% | +$69.2K | 0.02% | 539 |
|
2022
Q2 | $0 | Sell |
56
-73
| -57% | – | ﹤0.01% | 1841 |
|
2022
Q1 | $3K | Buy |
129
+79
| +158% | +$1.84K | ﹤0.01% | 1436 |
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1716 |
|