IWA
Inspirion Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
3,203
+46
| +1% | +$16.3K | 0.15% | 61 |
|
|
2025
Q1 | $1.11M | Hold |
3,157
| – | – | 0.15% | 57 |
|
|
2024
Q4 | $984K | Sell |
3,157
-105
| -3% | -$32.7K | 0.14% | 59 |
|
|
2024
Q3 | $897K | Hold |
3,262
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $856K | Hold |
3,262
| – | – | 0.13% | 63 |
|
|
2024
Q1 | $910K | Hold |
3,262
| – | – | 0.15% | 64 |
|
|
2023
Q4 | $844K | Hold |
3,262
| – | – | 0.15% | 62 |
|
|
2023
Q3 | $750K | Sell |
3,262
-40
| -1% | -$9.2K | 0.15% | 64 |
|
|
2023
Q2 | $784K | Buy |
3,302
+262
| +9% | +$62.2K | 0.15% | 63 |
|
|
2023
Q1 | $685K | Sell |
3,040
-79
| -3% | -$17.8K | 0.14% | 70 |
|
|
2022
Q4 | $648K | Sell |
3,119
-25
| -0.8% | -$5.19K | 0.14% | 70 |
|
|
2022
Q3 | $559K | Hold |
3,144
| – | – | 0.13% | 73 |
|
|
2022
Q2 | $619K | Sell |
3,144
-14
| -0.4% | -$2.76K | 0.14% | 66 |
|
|
2022
Q1 | $700K | Buy |
3,158
+625
| +25% | +$139K | 0.14% | 57 |
|
|
2021
Q4 | $549K | Hold |
2,533
| – | – | 0.12% | 59 |
|
|
2021
Q3 | $564K | Hold |
2,533
| – | – | 0.13% | 54 |
|
|
2021
Q2 | $592K | Hold |
2,533
| – | – | 0.15% | 52 |
|
|
2021
Q1 | $536K | Buy |
2,533
+294
| +13% | +$62.2K | 0.14% | 53 |
|
|
2020
Q4 | $490K | Hold |
2,239
| – | – | 0.14% | 51 |
|
|
2020
Q3 | $448K | Hold |
2,239
| – | – | 0.15% | 47 |
|
|
2020
Q2 | $433K | Buy |
2,239
+200
| +10% | +$38.7K | 0.17% | 48 |
|
|
2020
Q1 | $329K | Hold |
2,039
| – | – | 0.16% | 50 |
|
|
2019
Q4 | $383K | Hold |
2,039
| – | – | 0.13% | 51 |
|
|
2019
Q3 | $351K | Hold |
2,039
| – | – | 0.15% | 50 |
|
|
2019
Q2 | $354K | Buy |
2,039
+14
| +0.7% | +$2.43K | 0.15% | 52 |
|
|
2019
Q1 | $316K | Hold |
2,025
| – | – | 0.14% | 54 |
|
|
2018
Q4 | $267K | Hold |
2,025
| – | – | 0.13% | 56 |
|
|
2018
Q3 | $304K | Sell |
2,025
-90
| -4% | -$13.5K | 0.13% | 58 |
|
|
2018
Q2 | $280K | Hold |
2,115
| – | – | 0.13% | 57 |
|
|
2018
Q1 | $253K | Hold |
2,115
| – | – | 0.12% | 61 |
|
|
2017
Q4 | $241K | Buy |
+2,115
| New | +$241K | 0.12% | 60 |
|