Forum Financial Management’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 | $344K | Buy |
11,568
+653
| +6% | +$19.4K | 0.01% | 589 |
|
|
2025
Q1 | $297K | Buy |
10,915
+24
| +0.2% | +$653 | ﹤0.01% | 598 |
|
|
2024
Q4 | $300K | Buy |
10,891
+903
| +9% | +$24.9K | 0.01% | 614 |
|
|
2024
Q3 | $266K | Buy |
9,988
+5
| +0.1% | +$133 | ﹤0.01% | 575 |
|
|
2024
Q2 | $275K | Buy |
9,983
+11
| +0.1% | +$303 | 0.01% | 516 |
|
|
2024
Q1 | $261K | Hold |
9,972
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $245K | Buy |
+9,972
| New | +$245K | ﹤0.01% | 549 |
|
|
2022
Q3 | – | Sell |
-10,918
| Closed | -$170K | – | 588 |
|
|
2022
Q2 | $170K | Buy |
10,918
+1,615
| +17% | +$25.1K | 0.01% | 536 |
|
|
2022
Q1 | $206K | Hold |
9,303
| – | – | 0.01% | 556 |
|
|
2021
Q4 | $208K | Buy |
+9,303
| New | +$208K | 0.01% | 607 |
|