Forum Financial Management’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	–	Sell	-11,571	Closed	-$302K	–	769
2025 Q4	$302K	Hold	11,571	–	–	﹤0.01%	744
2025 Q3	$355K	Buy	11,571 +3	+0%	+$89	﹤0.01%	641
2025 Q2	$344K	Buy	11,568 +653	+6%	+$18K	0.01%	590
2025 Q1	$297K	Buy	10,915 +24	+0.2%	+$671	﹤0.01%	599
2024 Q4	$300K	Buy	10,891 +903	+9%	+$25.2K	0.01%	615
2024 Q3	$266K	Buy	9,988 +5	+0.1%	+$136	﹤0.01%	577
2024 Q2	$275K	Buy	9,983 +11	+0.1%	+$284	0.01%	517
2024 Q1	$261K	Hold	9,972	–	–	﹤0.01%	561
2023 Q4	$245K	Buy	+9,972	New	+$217K	﹤0.01%	550
2022 Q3	–	Sell	-10,918	Closed	-$170K	–	588
2022 Q2	$170K	Buy	10,918 +1,615	+17%	+$29.7K	0.01%	537
2022 Q1	$206K	Hold	9,303	–	–	0.01%	556
2021 Q4	$208K	Buy	+9,303	New	+$213K	0.01%	608