IWA
Inspirion Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
189,829
+4,055
| +2% | +$552K | 3.42% | 12 |
|
|
2025
Q1 | $24.6M | Sell |
185,774
-2,224
| -1% | -$295K | 3.42% | 11 |
|
|
2024
Q4 | $21.3M | Sell |
187,998
-3,295
| -2% | -$374K | 2.98% | 12 |
|
|
2024
Q3 | $21.8M | Sell |
191,293
-10,594
| -5% | -$1.21M | 3.05% | 12 |
|
|
2024
Q2 | $21M | Buy |
201,887
+6,028
| +3% | +$626K | 3.21% | 11 |
|
|
2024
Q1 | $22.3M | Buy |
195,859
+1,914
| +1% | +$218K | 3.68% | 10 |
|
|
2023
Q4 | $21.3M | Buy |
193,945
+1,667
| +0.9% | +$183K | 3.84% | 10 |
|
|
2023
Q3 | $18.6M | Sell |
192,278
-24,220
| -11% | -$2.35M | 3.63% | 11 |
|
|
2023
Q2 | $23.6M | Sell |
216,498
-2,091
| -1% | -$228K | 4.52% | 9 |
|
|
2023
Q1 | $22.1M | Sell |
218,589
-989
| -0.5% | -$100K | 4.44% | 8 |
|
|
2022
Q4 | $24.1M | Buy |
219,578
+2,546
| +1% | +$280K | 5.11% | 8 |
|
|
2022
Q3 | $21M | Buy |
217,032
+1,359
| +0.6% | +$131K | 4.74% | 8 |
|
|
2022
Q2 | $23.4M | Buy |
215,673
+450
| +0.2% | +$48.9K | 5.14% | 7 |
|
|
2022
Q1 | $25.5M | Buy |
215,223
+14,372
| +7% | +$1.7M | 5.21% | 9 |
|
|
2021
Q4 | $28.3M | Buy |
200,851
+2,871
| +1% | +$404K | 5.96% | 9 |
|
|
2021
Q3 | $23.4M | Sell |
197,980
-13,029
| -6% | -$1.54M | 5.38% | 10 |
|
|
2021
Q2 | $24.5M | Buy |
211,009
+251
| +0.1% | +$29.1K | 6.03% | 10 |
|
|
2021
Q1 | $25.3M | Buy |
210,758
+47,632
| +29% | +$5.71M | 6.7% | 9 |
|
|
2020
Q4 | $17.9M | Buy |
163,126
+1,495
| +0.9% | +$164K | 5.03% | 11 |
|
|
2020
Q3 | $17.6M | Buy |
161,631
+367
| +0.2% | +$39.9K | 6.04% | 9 |
|
|
2020
Q2 | $14.7M | Buy |
161,264
+1,757
| +1% | +$161K | 5.79% | 9 |
|
|
2020
Q1 | $12.6M | Sell |
159,507
-1,226
| -0.8% | -$96.7K | 6.21% | 7 |
|
|
2019
Q4 | $14M | Buy |
160,733
+8,744
| +6% | +$759K | 4.71% | 11 |
|
|
2019
Q3 | $12.7M | Sell |
151,989
-20,908
| -12% | -$1.75M | 5.57% | 9 |
|
|
2019
Q2 | $14.5M | Sell |
172,897
-1,993
| -1% | -$168K | 6.28% | 7 |
|
|
2019
Q1 | $14M | Sell |
174,890
-3,863
| -2% | -$309K | 6.19% | 7 |
|
|
2018
Q4 | $12.9M | Buy |
178,753
+1,175
| +0.7% | +$85K | 6.45% | 6 |
|
|
2018
Q3 | $13M | Sell |
177,578
-2,522
| -1% | -$185K | 5.52% | 9 |
|
|
2018
Q2 | $11M | Sell |
180,100
-1,149
| -0.6% | -$70.1K | 5.17% | 9 |
|
|
2018
Q1 | $10.9M | Buy |
181,249
+836
| +0.5% | +$50.1K | 5.31% | 9 |
|
|
2017
Q4 | $10.3M | Sell |
180,413
-3,422
| -2% | -$195K | 5% | 7 |
|
|
2017
Q3 | $9.81M | Sell |
183,835
-31,873
| -15% | -$1.7M | 4.97% | 7 |
|
|
2017
Q2 | $10.5M | Buy |
215,708
+1,027
| +0.5% | +$49.9K | 5.69% | 6 |
|
|
2017
Q1 | $9.53M | Sell |
214,681
-3,844
| -2% | -$171K | 5.39% | 6 |
|
|
2016
Q4 | $8.39M | Sell |
218,525
-3,204
| -1% | -$123K | 5.32% | 6 |
|
|
2016
Q3 | $9.38M | Sell |
221,729
-5,767
| -3% | -$244K | 6.08% | 5 |
|
|
2016
Q2 | $8.94M | Buy |
227,496
+11,473
| +5% | +$451K | 5.84% | 5 |
|
|
2016
Q1 | $9.04M | Sell |
216,023
-11,900
| -5% | -$498K | 6.33% | 4 |
|
|
2015
Q4 | $10.2M | Buy |
227,923
+47,851
| +27% | +$2.15M | 7.51% | 4 |
|
|
2015
Q3 | $7.24M | Buy |
180,072
+125
| +0.1% | +$5.03K | 5.72% | 4 |
|
|
2015
Q2 | $8.83M | Buy |
179,947
+25,005
| +16% | +$1.23M | 6.53% | 4 |
|
|
2015
Q1 | $7.18M | Sell |
154,942
-1,645
| -1% | -$76.2K | 5.78% | 4 |
|
|
2014
Q4 | $7.05M | Buy |
+156,587
| New | +$7.05M | 6.53% | 4 |
|