IWA
Inspirion Wealth Advisors’s Illinois Tool Works ITW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $301K | Hold |
1,218
| – | – | 0.04% | 126 |
|
2025
Q1 | $302K | Hold |
1,218
| – | – | 0.04% | 122 |
|
2024
Q4 | $303K | Buy |
1,218
+100
| +9% | +$24.9K | 0.04% | 120 |
|
2024
Q3 | $293K | Hold |
1,118
| – | – | 0.04% | 124 |
|
2024
Q2 | $265K | Sell |
1,118
-720
| -39% | -$171K | 0.04% | 129 |
|
2024
Q1 | $493K | Hold |
1,838
| – | – | 0.08% | 90 |
|
2023
Q4 | $479K | Hold |
1,838
| – | – | 0.09% | 88 |
|
2023
Q3 | $423K | Hold |
1,838
| – | – | 0.08% | 92 |
|
2023
Q2 | $460K | Sell |
1,838
-11
| -0.6% | -$2.75K | 0.09% | 91 |
|
2023
Q1 | $450K | Hold |
1,849
| – | – | 0.09% | 86 |
|
2022
Q4 | $407K | Hold |
1,849
| – | – | 0.09% | 89 |
|
2022
Q3 | $334K | Hold |
1,849
| – | – | 0.08% | 89 |
|
2022
Q2 | $337K | Sell |
1,849
-34
| -2% | -$6.2K | 0.07% | 93 |
|
2022
Q1 | $394K | Hold |
1,883
| – | – | 0.08% | 79 |
|
2021
Q4 | $465K | Buy |
1,883
+649
| +53% | +$160K | 0.1% | 66 |
|
2021
Q3 | $255K | Buy |
+1,234
| New | +$255K | 0.06% | 81 |
|