Kestra Private Wealth Services’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Sell
2025
Q2
$285K Hold
2025
Q1
$252K Hold
2024
Q4
$265K Hold
2024
Q3
$283K Hold
2024
Q2
$260K Hold
2024
Q1
$220K Hold
2023
Q4
$249K Hold
2023
Q3
$209K Hold
2023
Q2
$200K Buy
2022
Q2
Sell
2022
Q1
$254K Sell
2021
Q4
$268K Buy
2021
Q3
$273K Buy
2021
Q2
$241K Hold
2021
Q1
$281K Buy
2020
Q4
$270K Buy
2020
Q3
$214K Buy