Wealth Enhancement Advisory Services’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
Q2 | $4.27M | Buy |
176,802
+90,073
| +104% | +$2.33M | 0.01% | 1113 |
|
|
2026
Q1 | $1.9M | Buy |
86,729
+40,635
| +88% | +$1.01M | ﹤0.01% | 1420 |
|
|
2025
Q4 | $1.22M | Sell |
46,094
-79,687
| -63% | -$2.09M | ﹤0.01% | 1814 |
|
|
2025
Q3 | $3.44M | Buy |
125,781
+13,821
| +12% | +$410K | 0.01% | 1146 |
|
|
2025
Q2 | $3.33M | Buy |
111,960
+88,616
| +380% | +$2.44M | 0.01% | 1095 |
|
|
2025
Q1 | $635K | Buy |
23,344
+11,898
| +104% | +$333K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $315K | Sell |
11,446
-2,912
| -20% | -$81.1K | ﹤0.01% | 2343 |
|
|
2024
Q3 | $382K | Buy |
14,358
+3,887
| +37% | +$106K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $289K | Buy |
+10,471
| New | +$271K | ﹤0.01% | 2005 |
|
|
2020
Q3 | – | Sell |
-107,644
| Closed | -$1.38M | – | 232 |
|
|
2020
Q2 | $1.38M | Sell |
107,644
-25,811
| -19% | -$276K | 0.04% | 160 |
|
|
2020
Q1 | $1.31M | Buy |
133,455
+44,401
| +50% | +$560K | 0.05% | 145 |
|
|
2019
Q4 | $1.26M | Buy |
89,054
+4,905
| +6% | +$66K | 0.04% | 158 |
|
|
2019
Q3 | $1.14M | Sell |
84,149
-88,957
| -51% | -$1.22M | 0.05% | 140 |
|
|
2019
Q2 | $2.32M | Buy |
173,106
+82,488
| +91% | +$1.01M | 0.1% | 85 |
|
|
2019
Q1 | $1.13M | Buy |
90,618
+21,393
| +31% | +$269K | 0.06% | 124 |
|
|
2018
Q4 | $867K | Sell |
69,225
-2,407
| -3% | -$30.8K | 0.05% | 138 |
|
|
2018
Q3 | $921K | Sell |
71,632
-18,920
| -21% | -$265K | 0.06% | 123 |
|
|
2018
Q2 | $1.4M | Sell |
90,552
-10,273
| -10% | -$162K | 0.09% | 89 |
|
|
2018
Q1 | $1.6M | Sell |
100,825
-45,170
| -31% | -$743K | 0.11% | 75 |
|
|
2017
Q4 | $2.5M | Sell |
145,995
-52,450
| -26% | -$785K | 0.18% | 65 |
|
|
2017
Q3 | $2.64M | Buy |
198,445
+75,230
| +61% | +$1.02M | 0.22% | 54 |
|
|
2017
Q2 | $1.62M | Buy |
123,215
+1,158
| +0.9% | +$15.1K | 0.15% | 70 |
|
|
2017
Q1 | $1.57M | Buy |
122,057
+35,260
| +41% | +$442K | 0.17% | 68 |
|
|
2016
Q4 | $995K | Buy |
86,797
+5,851
| +7% | +$72.4K | 0.12% | 89 |
|
|
2016
Q3 | $1.18M | Buy |
+80,946
| New | +$1.07M | 0.18% | 77 |
|
Other funds holding NWSA
YIH
CNB
PL
TE
NAM
EWM
HIMCH