IFP Advisors’s News Corp Class B NWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.7K | Buy |
165
+4
| +2% | +$113 | ﹤0.01% | 3563 |
|
|
2025
Q4 | $4.77K | Buy |
161
+30
| +23% | +$894 | ﹤0.01% | 3439 |
|
|
2025
Q3 | $4.53K | Buy |
131
+69
| +111% | +$2.33K | ﹤0.01% | 3307 |
|
|
2025
Q2 | $2.13K | Sell |
62
-52
| -46% | -$1.65K | ﹤0.01% | 3875 |
|
|
2025
Q1 | $3.46K | Sell |
114
-14
| -11% | -$443 | ﹤0.01% | 2970 |
|
|
2024
Q4 | $3.9K | Buy |
128
+32
| +33% | +$965 | ﹤0.01% | 2892 |
|
|
2024
Q3 | $2.68K | Sell |
96
-10
| -9% | -$282 | ﹤0.01% | 2846 |
|
|
2024
Q2 | $3.01K | Buy |
106
+5
| +5% | +$133 | ﹤0.01% | 2726 |
|
|
2024
Q1 | $2.73K | Buy |
101
+13
| +15% | +$344 | ﹤0.01% | 2612 |
|
|
2023
Q4 | $2.26K | Buy |
88
+24
| +38% | +$543 | ﹤0.01% | 2650 |
|
|
2023
Q3 | $1.33K | Sell |
64
-20
| -24% | -$414 | ﹤0.01% | 2937 |
|
|
2023
Q2 | $1.66K | Hold |
84
| – | – | ﹤0.01% | 2938 |
|
|
2023
Q1 | $1.31K | Buy |
84
+55
| +190% | +$1.02K | ﹤0.01% | 3025 |
|
|
2022
Q4 | $1K | Buy |
+29
| New | +$511 | ﹤0.01% | 4420 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$2K | – | 4581 |
|
|
2021
Q4 | $2K | Buy |
43
+8
| +23% | +$183 | ﹤0.01% | 2821 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 3083 |
|
|
2021
Q2 | $1K | Sell |
35
-19
| -35% | -$470 | ﹤0.01% | 2924 |
|
|
2021
Q1 | $1K | Buy |
54
+19
| +54% | +$411 | ﹤0.01% | 2856 |
|
|
2020
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 2794 |
|
|
2020
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 2956 |
|
|
2020
Q2 | $0 | Buy |
+35
| New | +$379 | ﹤0.01% | 2884 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 3073 |
|
|
2018
Q4 | $11K | Buy |
1,000
+958
| +2,281% | +$12.5K | ﹤0.01% | 2459 |
|
|
2018
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 3705 |
|
|
2018
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 3750 |
|
|
2018
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 3652 |
|
|
2017
Q4 | $1K | Sell |
42
-116
| -73% | -$1.77K | ﹤0.01% | 3703 |
|
|
2017
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 3767 |
|
|
2017
Q2 | $2K | Hold |
158
| – | – | ﹤0.01% | 3749 |
|
|
2017
Q1 | $2K | Hold |
158
| – | – | ﹤0.01% | 3671 |
|
|
2016
Q4 | $2K | Hold |
158
| – | – | ﹤0.01% | 3657 |
|
|
2016
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 3599 |
|
|
2016
Q2 | $2K | Buy |
+158
| New | +$1.97K | ﹤0.01% | 3486 |
|
|
2016
Q1 | – | Sell |
-138
| Closed | -$2K | – | 3064 |
|
|
2015
Q4 | $2K | Buy |
+138
| New | +$1.98K | ﹤0.01% | 3352 |
|
Other funds holding NWS
SL
IFP
VCM
VPM
LC
SV
PL