IWA
IVC Wealth Advisors’s AutoNation AN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
9,074
+78
| +0.9% | +$15.5K | 0.88% | 23 |
|
|
2025
Q1 | $1.46M | Sell |
8,996
-401
| -4% | -$64.9K | 0.78% | 27 |
|
|
2024
Q4 | $1.6M | Sell |
9,397
-185
| -2% | -$31.4K | 0.89% | 23 |
|
|
2024
Q3 | $1.71M | Sell |
9,582
-475
| -5% | -$85K | 0.94% | 23 |
|
|
2024
Q2 | $1.6M | Sell |
10,057
-360
| -3% | -$57.4K | 0.9% | 24 |
|
|
2024
Q1 | $1.72M | Buy |
10,417
+38
| +0.4% | +$6.29K | 1% | 21 |
|
|
2023
Q4 | $1.56M | Sell |
10,379
-104
| -1% | -$15.6K | 0.97% | 22 |
|
|
2023
Q3 | $1.59M | Buy |
10,483
+3
| +0% | +$454 | 1.06% | 18 |
|
|
2023
Q2 | $1.73M | Sell |
10,480
-172
| -2% | -$28.3K | 1.09% | 16 |
|
|
2023
Q1 | $1.43M | Sell |
10,652
-369
| -3% | -$49.6K | 1.01% | 23 |
|
|
2022
Q4 | $1.18M | Sell |
11,021
-126
| -1% | -$13.5K | 0.87% | 28 |
|
|
2022
Q3 | $1.14M | Sell |
11,147
-54
| -0.5% | -$5.5K | 0.91% | 24 |
|
|
2022
Q2 | $1.25M | Sell |
11,201
-724
| -6% | -$80.9K | 0.97% | 24 |
|
|
2022
Q1 | $1.19M | Sell |
11,925
-48
| -0.4% | -$4.78K | 0.78% | 28 |
|
|
2021
Q4 | $1.4M | Sell |
11,973
-1,029
| -8% | -$120K | 0.9% | 25 |
|
|
2021
Q3 | $1.58M | Buy |
13,002
+249
| +2% | +$30.3K | 1.09% | 18 |
|
|
2021
Q2 | $1.21M | Sell |
12,753
-371
| -3% | -$35.2K | 0.85% | 31 |
|
|
2021
Q1 | $1.22M | Sell |
13,124
-236
| -2% | -$22K | 0.96% | 27 |
|
|
2020
Q4 | $932K | Buy |
+13,360
| New | +$932K | 0.89% | 29 |
|