IWA

Inspirion Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$504K	Buy	1,971 +1	+0.1%	+$256	0.07%	99
2025 Q1	$467K	Buy	1,970 +1	+0.1%	+$237	0.06%	98
2024 Q4	$468K	Sell	1,969 -39	-2%	-$9.27K	0.07%	96
2024 Q3	$499K	Buy	2,008 +1	+0%	+$248	0.07%	97
2024 Q2	$431K	Buy	2,007 +1	+0%	+$215	0.07%	97
2024 Q1	$511K	Buy	2,006 +2	+0.1%	+$510	0.08%	87
2023 Q4	$472K	Sell	2,004 -31	-2%	-$7.31K	0.09%	89
2023 Q3	$401K	Buy	2,035 +2	+0.1%	+$394	0.08%	94
2023 Q2	$461K	Buy	2,033 +233	+13%	+$52.8K	0.09%	89
2023 Q1	$382K	Hold	1,800	–	–	0.08%	93
2022 Q4	$444K	Hold	1,800	–	–	0.09%	87
2022 Q3	$377K	Hold	1,800	–	–	0.09%	84
2022 Q2	$409K	Hold	1,800	–	–	0.09%	83
2022 Q1	$513K	Buy	1,800 +300	+20%	+$85.5K	0.11%	64
2021 Q4	$447K	Hold	1,500	–	–	0.09%	69
2021 Q3	$359K	Hold	1,500	–	–	0.08%	69
2021 Q2	$398K	Hold	1,500	–	–	0.1%	65
2021 Q1	$403K	Hold	1,500	–	–	0.11%	61
2020 Q4	$356K	Hold	1,500	–	–	0.1%	60
2020 Q3	$321K	Hold	1,500	–	–	0.11%	58
2020 Q2	$263K	Hold	1,500	–	–	0.1%	66
2020 Q1	$219K	Hold	1,500	–	–	0.11%	64
2019 Q4	$291K	Hold	1,500	–	–	0.1%	64
2019 Q3	$269K	Hold	1,500	–	–	0.12%	62
2019 Q2	$299K	Hold	1,500	–	–	0.13%	60
2019 Q1	$280K	Hold	1,500	–	–	0.12%	61
2018 Q4	$224K	Hold	1,500	–	–	0.11%	64
2018 Q3	$271K	Hold	1,500	–	–	0.11%	62
2018 Q2	$226K	Hold	1,500	–	–	0.11%	68
2018 Q1	$204K	Hold	1,500	–	–	0.1%	70
2017 Q4	$217K	Buy	+1,500	New	+$217K	0.11%	66
2015 Q1	–	Sell	-1,825	Closed	-$200K	–	60
2014 Q4	$200K	Buy	+1,825	New	+$200K	0.19%	55