Integrated Wealth Concepts’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 | $563K | Buy |
+18,947
| New | +$563K | 0.01% | 1205 |
|
|
2023
Q2 | – | Sell |
-15,104
| Closed | -$261K | – | 1588 |
|
|
2023
Q1 | $261K | Buy |
15,104
+43
| +0.3% | +$743 | 0.01% | 1119 |
|
|
2022
Q4 | $274K | Sell |
15,061
-11
| -0.1% | -$200 | 0.01% | 846 |
|
|
2022
Q3 | $228K | Sell |
15,072
-42
| -0.3% | -$635 | 0.01% | 823 |
|
|
2022
Q2 | $235K | Buy |
15,114
+169
| +1% | +$2.63K | 0.01% | 834 |
|
|
2022
Q1 | $331K | Buy |
14,945
+10
| +0.1% | +$221 | 0.01% | 710 |
|
|
2021
Q4 | $333K | Hold |
14,935
| – | – | 0.01% | 733 |
|
|
2021
Q3 | $351K | Sell |
14,935
-12
| -0.1% | -$282 | 0.01% | 678 |
|
|
2021
Q2 | $385K | Buy |
14,947
+21
| +0.1% | +$541 | 0.01% | 595 |
|
|
2021
Q1 | $380K | Buy |
14,926
+4
| +0% | +$102 | 0.02% | 539 |
|
|
2020
Q4 | $268K | Hold |
14,922
| – | – | 0.01% | 539 |
|
|
2020
Q3 | $209K | Buy |
14,922
+12
| +0.1% | +$168 | 0.01% | 538 |
|
|
2020
Q2 | $177K | Buy |
+14,910
| New | +$177K | 0.01% | 494 |
|