IWA
Inspirion Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,544
| Closed | -$213K | – | 164 |
|
|
2025
Q1 | $213K | Buy |
+7,544
| New | +$213K | 0.03% | 142 |
|
|
2024
Q4 | – | Sell |
-10,038
| Closed | -$221K | – | 159 |
|
|
2024
Q3 | $221K | Sell |
10,038
-153
| -2% | -$3.37K | 0.03% | 143 |
|
|
2024
Q2 | $195K | Sell |
10,191
-818
| -7% | -$15.6K | 0.03% | 143 |
|
|
2024
Q1 | $194K | Sell |
11,009
-1,357
| -11% | -$23.9K | 0.03% | 144 |
|
|
2023
Q4 | $213K | Buy |
12,366
+135
| +1% | +$2.33K | 0.04% | 133 |
|
|
2023
Q3 | $184K | Sell |
12,231
-1,241
| -9% | -$18.6K | 0.04% | 132 |
|
|
2023
Q2 | $215K | Sell |
13,472
-2,013
| -13% | -$32.1K | 0.04% | 131 |
|
|
2023
Q1 | $298K | Sell |
15,485
-853
| -5% | -$16.4K | 0.06% | 103 |
|
|
2022
Q4 | $301K | Sell |
16,338
-328
| -2% | -$6.04K | 0.06% | 100 |
|
|
2022
Q3 | $256K | Sell |
16,666
-488
| -3% | -$7.5K | 0.06% | 104 |
|
|
2022
Q2 | $360K | Sell |
17,154
-1,012
| -6% | -$21.2K | 0.08% | 90 |
|
|
2022
Q1 | $429K | Buy |
18,166
+713
| +4% | +$16.8K | 0.09% | 77 |
|
|
2021
Q4 | $429K | Sell |
17,453
-387
| -2% | -$9.51K | 0.09% | 71 |
|
|
2021
Q3 | $482K | Buy |
17,840
+756
| +4% | +$20.4K | 0.11% | 60 |
|
|
2021
Q2 | $492K | Sell |
17,084
-35
| -0.2% | -$1.01K | 0.12% | 55 |
|
|
2021
Q1 | $518K | Buy |
17,119
+35
| +0.2% | +$1.06K | 0.14% | 56 |
|
|
2020
Q4 | $491K | Buy |
17,084
+2,063
| +14% | +$59.3K | 0.14% | 50 |
|
|
2020
Q3 | $428K | Sell |
15,021
-1,400
| -9% | -$39.9K | 0.15% | 49 |
|
|
2020
Q2 | $496K | Hold |
16,421
| – | – | 0.19% | 43 |
|
|
2020
Q1 | $479K | Sell |
16,421
-1,016
| -6% | -$29.6K | 0.24% | 40 |
|
|
2019
Q4 | $681K | Buy |
17,437
+1,235
| +8% | +$48.2K | 0.23% | 37 |
|
|
2019
Q3 | $613K | Sell |
16,202
-789
| -5% | -$29.9K | 0.27% | 37 |
|
|
2019
Q2 | $569K | Sell |
16,991
-67
| -0.4% | -$2.24K | 0.25% | 40 |
|
|
2019
Q1 | $535K | Hold |
17,058
| – | – | 0.24% | 40 |
|
|
2018
Q4 | $487K | Sell |
17,058
-750
| -4% | -$21.4K | 0.24% | 38 |
|
|
2018
Q3 | $598K | Hold |
17,808
| – | – | 0.25% | 37 |
|
|
2018
Q2 | $572K | Buy |
17,808
+46
| +0.3% | +$1.48K | 0.27% | 36 |
|
|
2018
Q1 | $633K | Hold |
17,762
| – | – | 0.31% | 36 |
|
|
2017
Q4 | $691K | Buy |
17,762
+46
| +0.3% | +$1.79K | 0.34% | 27 |
|
|
2017
Q3 | $694K | Sell |
17,716
-500
| -3% | -$19.6K | 0.35% | 27 |
|
|
2017
Q2 | $687K | Buy |
18,216
+22
| +0.1% | +$830 | 0.37% | 27 |
|
|
2017
Q1 | $756K | Sell |
18,194
-1,041
| -5% | -$43.3K | 0.43% | 26 |
|
|
2016
Q4 | $818K | Buy |
19,235
+1,027
| +6% | +$43.7K | 0.52% | 26 |
|
|
2016
Q3 | $739K | Buy |
18,208
+81
| +0.4% | +$3.29K | 0.48% | 28 |
|
|
2016
Q2 | $783K | Buy |
18,127
+133
| +0.7% | +$5.75K | 0.51% | 27 |
|
|
2016
Q1 | $705K | Buy |
17,994
+1,082
| +6% | +$42.4K | 0.49% | 26 |
|
|
2015
Q4 | $582K | Buy |
16,912
+348
| +2% | +$12K | 0.43% | 28 |
|
|
2015
Q3 | $540K | Buy |
16,564
+35
| +0.2% | +$1.14K | 0.43% | 30 |
|
|
2015
Q2 | $587K | Sell |
16,529
-2,418
| -13% | -$85.9K | 0.43% | 27 |
|
|
2015
Q1 | $619K | Sell |
18,947
-1,425
| -7% | -$46.6K | 0.5% | 26 |
|
|
2014
Q4 | $684K | Buy |
+20,372
| New | +$684K | 0.63% | 25 |
|