Inspirion Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $165K | Buy |
188,995
+7,000
| +4% | +$7.43K | 0.02% | 183 |
|
|
2026
Q1 | $110K | Buy |
181,995
+1,500
| +0.8% | +$1.13K | 0.01% | 174 |
|
|
2025
Q4 | $139K | Sell |
180,495
-163,899
| -48% | -$148K | 0.02% | 167 |
|
|
2025
Q3 | $1.32M | Buy |
344,394
+265,862
| +339% | +$313K | 0.18% | 53 |
|
|
2025
Q2 | $104K | Buy |
78,532
+3,150
| +4% | +$4.28K | 0.01% | 156 |
|
|
2025
Q1 | $89.7K | Buy |
75,382
+1,850
| +3% | +$2.63K | 0.01% | 155 |
|
|
2024
Q4 | $124K | Sell |
73,532
-270,862
| -79% | -$717K | 0.02% | 147 |
|
|
2024
Q3 | $1.32M | Sell |
344,394
-15,500
| -4% | -$51.7K | 0.18% | 53 |
|
|
2024
Q2 | $1.05M | Buy |
359,894
+4,917
| +1% | +$15.7K | 0.16% | 56 |
|
|
2024
Q1 | $1.41M | Buy |
354,977
+18,383
| +5% | +$94.7K | 0.23% | 47 |
|
|
2023
Q4 | $1.73M | Buy |
336,594
+5,720
| +2% | +$28.4K | 0.31% | 40 |
|
|
2023
Q3 | $1.67M | Buy |
330,874
+280
| +0.1% | +$1.53K | 0.33% | 39 |
|
|
2023
Q2 | $1.66M | Buy |
330,594
+15,910
| +5% | +$104K | 0.32% | 38 |
|
|
2023
Q1 | $1.94M | Buy |
314,684
+565
| +0.2% | +$4.62K | 0.39% | 34 |
|
|
2022
Q4 | $4.15M | Hold |
314,119
| – | – | 0.88% | 27 |
|
|
2022
Q3 | $933K | Buy |
314,119
+450
| +0.1% | +$1.91K | 0.21% | 47 |
|
|
2022
Q2 | $1.15M | Buy |
313,669
+37,049
| +13% | +$176K | 0.25% | 41 |
|
|
2022
Q1 | $1.71M | Buy |
276,620
+30,180
| +12% | +$187K | 0.35% | 30 |
|
|
2021
Q4 | $2M | Sell |
246,440
-7,437
| -3% | -$80K | 0.42% | 30 |
|
|
2021
Q3 | $3.78M | Buy |
253,877
+615
| +0.2% | +$7.67K | 0.87% | 22 |
|
|
2021
Q2 | $3.18M | Buy |
253,262
+4,350
| +2% | +$34K | 0.78% | 21 |
|
|
2021
Q1 | $1.13M | Buy |
248,912
+9,885
| +4% | +$39.8K | 0.3% | 31 |
|
|
2020
Q4 | $512K | Buy |
239,027
+250
| +0.1% | +$548 | 0.14% | 48 |
|
|
2020
Q3 | $556K | Buy |
238,777
+206,237
| +634% | +$578K | 0.19% | 44 |
|
|
2020
Q2 | $65K | Buy |
32,540
+9,165
| +39% | +$10.2K | 0.03% | 75 |
|
|
2020
Q1 | $17K | Buy |
23,375
+500
| +2% | +$866 | 0.01% | 72 |
|
|
2019
Q4 | $61K | Buy |
22,875
+800
| +4% | +$2.28K | 0.02% | 78 |
|
|
2019
Q3 | $75K | Buy |
22,075
+725
| +3% | +$4.22K | 0.03% | 75 |
|
|
2019
Q2 | $128K | Buy |
+21,350
| New | +$140K | 0.06% | 72 |
|
Other funds holding PDSB
Inspirion Wealth Advisors's PDSB Position: Q2 2026 in Review
Inspirion Wealth Advisors increased its PDS Biotechnology (PDSB) stake by 3.8% in Q2 2026, buying an estimated $7.43K and bringing the position to 188,995 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #183.
Inspirion Wealth Advisors first reported a position in PDSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.15M in Q4 2022. 3 funds tracked by Wall St. Rank hold PDSB as of Q2 2026.
- Inspirion Wealth Advisors held 188,995 shares of PDS Biotechnology worth $165K as of Q2 2026.
- Inspirion Wealth Advisors bought 7,000 PDS Biotechnology shares in Q2 2026, an estimated $7.43K.
- PDS Biotechnology made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #183 holding.
- Inspirion Wealth Advisors first reported a position in PDS Biotechnology in Q2 2019 and has held it in 29 quarters since.
- Inspirion Wealth Advisors's PDS Biotechnology position peaked at $4.15M in Q4 2022.
- 3 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.