IWA
Inspirion Wealth Advisors’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
22,945
+1,787
| +8% | +$54.1K | 0.09% | 77 |
|
|
2025
Q1 | $724K | Buy |
21,158
+910
| +4% | +$31.1K | 0.1% | 72 |
|
|
2024
Q4 | $599K | Sell |
20,248
-5,245
| -21% | -$155K | 0.08% | 87 |
|
|
2024
Q3 | $968K | Buy |
25,493
+2,209
| +9% | +$83.9K | 0.14% | 61 |
|
|
2024
Q2 | $779K | Sell |
23,284
-428
| -2% | -$14.3K | 0.12% | 68 |
|
|
2024
Q1 | $1.01M | Sell |
23,712
-1,147
| -5% | -$49K | 0.17% | 58 |
|
|
2023
Q4 | $966K | Buy |
24,859
+4,556
| +22% | +$177K | 0.17% | 55 |
|
|
2023
Q3 | $766K | Buy |
20,303
+4,549
| +29% | +$172K | 0.15% | 63 |
|
|
2023
Q2 | $718K | Sell |
15,754
-2,900
| -16% | -$132K | 0.14% | 69 |
|
|
2023
Q1 | $757K | Buy |
18,654
+1,655
| +10% | +$67.1K | 0.15% | 62 |
|
|
2022
Q4 | $866K | Buy |
16,999
+1,459
| +9% | +$74.4K | 0.18% | 53 |
|
|
2022
Q3 | $837K | Sell |
15,540
-1,094
| -7% | -$58.9K | 0.19% | 52 |
|
|
2022
Q2 | $1.07M | Buy |
16,634
+2,815
| +20% | +$181K | 0.23% | 46 |
|
|
2022
Q1 | $1.07M | Buy |
13,819
+512
| +4% | +$39.7K | 0.22% | 45 |
|
|
2021
Q4 | $1.14M | Buy |
13,307
+2,273
| +21% | +$195K | 0.24% | 42 |
|
|
2021
Q3 | $888K | Buy |
11,034
+511
| +5% | +$41.1K | 0.2% | 44 |
|
|
2021
Q2 | $847K | Buy |
10,523
+3
| +0% | +$241 | 0.21% | 44 |
|
|
2021
Q1 | $887K | Buy |
10,520
+3
| +0% | +$253 | 0.24% | 42 |
|
|
2020
Q4 | $844K | Sell |
10,517
-20
| -0.2% | -$1.61K | 0.24% | 32 |
|
|
2020
Q3 | $847K | Buy |
10,537
+2,200
| +26% | +$177K | 0.29% | 30 |
|
|
2020
Q2 | $718K | Sell |
8,337
-489
| -6% | -$42.1K | 0.28% | 34 |
|
|
2020
Q1 | $717K | Buy |
8,826
+15
| +0.2% | +$1.22K | 0.35% | 31 |
|
|
2019
Q4 | $737K | Hold |
8,811
| – | – | 0.25% | 35 |
|
|
2019
Q3 | $771K | Hold |
8,811
| – | – | 0.34% | 29 |
|
|
2019
Q2 | $722K | Sell |
8,811
-160
| -2% | -$13.1K | 0.31% | 33 |
|
|
2019
Q1 | $729K | Buy |
8,971
+102
| +1% | +$8.29K | 0.32% | 31 |
|
|
2018
Q4 | $584K | Sell |
8,869
-29,505
| -77% | -$1.94M | 0.29% | 34 |
|
|
2018
Q3 | $2.96M | Sell |
38,374
-682
| -2% | -$52.6K | 1.25% | 16 |
|
|
2018
Q2 | $2.88M | Sell |
39,056
-628
| -2% | -$46.4K | 1.36% | 14 |
|
|
2018
Q1 | $2.58M | Buy |
39,684
+1,661
| +4% | +$108K | 1.26% | 15 |
|
|
2017
Q4 | $2.46M | Buy |
38,023
+364
| +1% | +$23.5K | 1.19% | 14 |
|
|
2017
Q3 | $2.36M | Buy |
37,659
+3,010
| +9% | +$189K | 1.2% | 16 |
|
|
2017
Q2 | $2.1M | Buy |
34,649
+69
| +0.2% | +$4.18K | 1.14% | 16 |
|
|
2017
Q1 | $1.79M | Sell |
34,580
-720
| -2% | -$37.3K | 1.01% | 19 |
|
|
2016
Q4 | $1.57M | Buy |
35,300
+56
| +0.2% | +$2.48K | 0.99% | 17 |
|
|
2016
Q3 | $1.68M | Buy |
35,244
+12
| +0% | +$571 | 1.09% | 17 |
|
|
2016
Q2 | $1.59M | Sell |
35,232
-2,418
| -6% | -$109K | 1.04% | 18 |
|
|
2016
Q1 | $1.55M | Buy |
37,650
+13
| +0% | +$534 | 1.08% | 19 |
|
|
2015
Q4 | $1.44M | Sell |
37,637
-2,986
| -7% | -$114K | 1.05% | 19 |
|
|
2015
Q3 | $1.33M | Buy |
40,623
+105
| +0.3% | +$3.45K | 1.05% | 19 |
|
|
2015
Q2 | $2.83M | Buy |
40,518
+31
| +0.1% | +$2.17K | 2.1% | 11 |
|
|
2015
Q1 | $2.77M | Buy |
40,487
+60
| +0.1% | +$4.11K | 2.23% | 11 |
|
|
2014
Q4 | $2.96M | Buy |
+40,427
| New | +$2.96M | 2.75% | 12 |
|