Insight Wealth Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 11,425 shares of CWB stock, worth $1.05 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,425

Previous 11,528 0.89%

Holding current value

$1.05 Million

Previous $886,000 6.55%

% of portfolio

0.13%

Previous 0.12%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$71.86 - $82.66 $7,401 - $8,513	-103 Reduced 0.89%	11,425 $944,000
Q1 2025 Apr 03, 2025	BUY	$75.99 - $81.58 $1,899 - $2,039	25 Added 0.22%	11,528 $886,000
Q4 2024 Jan 06, 2025	BUY	$76.21 - $82.24 $4,496 - $4,852	59 Added 0.52%	11,503 $895,000
Q3 2024 Oct 07, 2024	BUY	$71.19 - $76.59 $8,969 - $9,650	126 Added 1.11%	11,444 $876,000
Q2 2024 Jul 08, 2024	SELL	$69.6 - $72.8 $9,535 - $9,973	-137 Reduced 1.2%	11,318 $815,000
Q1 2024 Apr 05, 2024	SELL	$70.62 - $73.18 $10,522 - $10,903	-149 Reduced 1.28%	11,455 $836,000
Q4 2023 Jan 12, 2024	SELL	$64.68 - $72.47 $18,951 - $21,233	-293 Reduced 2.46%	11,604 $837,000
Q3 2023 Oct 13, 2023	SELL	$67.56 - $71.9 $78,166 - $83,188	-1,157 Reduced 8.86%	11,897 $806,000
Q2 2023 Jul 14, 2023	SELL	$65.49 - $69.95 $25 Million - $26.7 Million	-381,158 Reduced 96.69%	13,054 $913,000
Q1 2023 Apr 06, 2023	BUY	$64.11 - $69.54 $2.88 Million - $3.12 Million	44,929 Added 12.86%	394,212 $26.4 Million
Q4 2022 Jan 06, 2023	SELL	$62.9 - $67.01 $2.87 Million - $3.05 Million	-45,581 Reduced 11.54%	349,283 $0
Q2 2022 Jul 01, 2022	BUY	$63.06 - $78.0 $3.25 Million - $4.02 Million	51,573 Added 15.02%	394,864 $25.5 Million
Q1 2022 Apr 12, 2022	BUY	$71.53 - $82.66 $919,589 - $1.06 Million	12,856 Added 3.89%	343,291 $26.4 Million
Q4 2021 Jan 31, 2022	BUY	$80.7 - $89.51 $145,824 - $161,744	1,807 Added 0.55%	330,435 $27.4 Million
Q3 2021 Oct 28, 2021	BUY	$83.71 - $88.67 $145,571 - $154,197	1,739 Added 0.53%	328,628 $28 Million
Q2 2021 Aug 12, 2021	SELL	$79.92 - $87.25 $1.64 Million - $1.79 Million	-20,473 Reduced 5.89%	326,889 $28.4 Million
Q1 2021 May 12, 2021	SELL	$81.26 - $92.2 $2.85 Million - $3.24 Million	-35,113 Reduced 9.18%	347,362 $29 Million
Q4 2020 Feb 05, 2021	SELL	$68.91 - $83.03 $2.01 Million - $2.42 Million	-29,169 Reduced 7.09%	382,475 $31.7 Million
Q3 2020 Oct 29, 2020	BUY	$60.93 - $71.38 $9.66 Million - $11.3 Million	158,494 Added 62.61%	411,644 $28.4 Million
Q2 2020 Jul 31, 2020	BUY	$45.25 - $60.5 $1.18 Million - $1.58 Million	26,038 Added 11.46%	253,150 $15.3 Million
Q1 2020 Apr 21, 2020	SELL	$40.96 - $60.38 $5.03 Million - $7.42 Million	-122,857 Reduced 35.11%	227,112 $10.9 Million
Q4 2019 Feb 21, 2020	BUY	$51.66 - $55.76 $3.18 Million - $3.43 Million	61,600 Added 21.36%	349,969 $19.4 Million
Q3 2019 Nov 06, 2019	BUY	$52.13 - $53.3 $1.07 Million - $1.1 Million	20,595 Added 7.69%	288,369 $15.1 Million
Q2 2019 Aug 06, 2019	BUY	N/A	229,565 Added 600.81%	267,774 $14.2 Million
Q1 2019 Apr 24, 2019	BUY	N/A	12,194 Added 46.87%	38,209 $2 Million
Q4 2018 Feb 12, 2019	BUY	N/A	26,015 New	26,015 $1.22 Million

Others Institutions Holding CWB

# of Institutions

533

Shares Held

34.4M

Call Options Held

7.9K

Put Options Held

76.6K

View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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Insight Wealth Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History