Bank of Montreal’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,932
| Closed | -$351K | – | 3268 |
|
2025
Q1 | $351K | Buy |
3,932
+4
| +0.1% | +$357 | ﹤0.01% | 2169 |
|
2024
Q4 | $304K | Buy |
3,928
+529
| +16% | +$41K | ﹤0.01% | 2259 |
|
2024
Q3 | $296K | Buy |
3,399
+106
| +3% | +$9.22K | ﹤0.01% | 2496 |
|
2024
Q2 | $309K | Buy |
3,293
+75
| +2% | +$7.03K | ﹤0.01% | 2454 |
|
2024
Q1 | $353K | Sell |
3,218
-27,517
| -90% | -$3.02M | ﹤0.01% | 2393 |
|
2023
Q4 | $3.63M | Buy |
30,735
+27,543
| +863% | +$3.25M | ﹤0.01% | 1191 |
|
2023
Q3 | $314K | Sell |
3,192
-139
| -4% | -$13.7K | ﹤0.01% | 2384 |
|
2023
Q2 | $399K | Sell |
3,331
-2,265
| -40% | -$272K | ﹤0.01% | 2384 |
|
2023
Q1 | $681K | Buy |
5,596
+938
| +20% | +$114K | ﹤0.01% | 2048 |
|
2022
Q4 | $536K | Buy |
4,658
+1,163
| +33% | +$134K | ﹤0.01% | 2193 |
|
2022
Q3 | $371 | Sell |
3,495
-250
| -7% | -$27 | ﹤0.01% | 2395 |
|
2022
Q2 | $376 | Buy |
3,745
+607
| +19% | +$61 | ﹤0.01% | 2483 |
|
2022
Q1 | $321K | Buy |
3,138
+39
| +1% | +$3.99K | ﹤0.01% | 2697 |
|
2021
Q4 | $368K | Sell |
3,099
-365
| -11% | -$43.3K | ﹤0.01% | 2548 |
|
2021
Q3 | $386K | Buy |
3,464
+472
| +16% | +$52.6K | ﹤0.01% | 2833 |
|
2021
Q2 | $276K | Sell |
2,992
-1,502
| -33% | -$139K | ﹤0.01% | 2963 |
|
2021
Q1 | $385K | Sell |
4,494
-5,149
| -53% | -$441K | ﹤0.01% | 2449 |
|
2020
Q4 | $813K | Buy |
9,643
+3,849
| +66% | +$325K | ﹤0.01% | 2013 |
|
2020
Q3 | $397K | Sell |
5,794
-954
| -14% | -$65.4K | ﹤0.01% | 2089 |
|
2020
Q2 | $410K | Sell |
6,748
-43,459
| -87% | -$2.64M | ﹤0.01% | 2053 |
|
2020
Q1 | $1.8M | Sell |
50,207
-48,170
| -49% | -$1.72M | ﹤0.01% | 1329 |
|
2019
Q4 | $8.47M | Buy |
98,377
+28,753
| +41% | +$2.47M | 0.01% | 942 |
|
2019
Q3 | $6.87M | Buy |
69,624
+11,896
| +21% | +$1.17M | 0.01% | 914 |
|
2019
Q2 | $7.05M | Buy |
57,728
+38,197
| +196% | +$4.67M | 0.01% | 927 |
|
2019
Q1 | $2.42M | Sell |
19,531
-3,654
| -16% | -$452K | ﹤0.01% | 1376 |
|
2018
Q4 | $2.16M | Sell |
23,185
-2,588
| -10% | -$242K | ﹤0.01% | 1340 |
|
2018
Q3 | $3.04M | Buy |
25,773
+372
| +1% | +$43.9K | ﹤0.01% | 1326 |
|
2018
Q2 | $2.42M | Sell |
25,401
-3,514
| -12% | -$335K | ﹤0.01% | 1421 |
|
2018
Q1 | $2.01M | Sell |
28,915
-7,073
| -20% | -$492K | ﹤0.01% | 1459 |
|
2017
Q4 | $2.06M | Sell |
35,988
-1,742
| -5% | -$99.9K | ﹤0.01% | 1446 |
|
2017
Q3 | $1.66M | Sell |
37,730
-2,522
| -6% | -$111K | ﹤0.01% | 1596 |
|
2017
Q2 | $1.43M | Buy |
40,252
+36,730
| +1,043% | +$1.3M | ﹤0.01% | 1668 |
|
2017
Q1 | $156K | Buy |
3,522
+38
| +1% | +$1.68K | ﹤0.01% | 2386 |
|
2016
Q4 | $127K | Hold |
3,484
| – | – | ﹤0.01% | 2455 |
|
2016
Q3 | $127K | Sell |
3,484
-36
| -1% | -$1.31K | ﹤0.01% | 2416 |
|
2016
Q2 | $136K | Buy |
3,520
+36
| +1% | +$1.39K | ﹤0.01% | 2436 |
|
2016
Q1 | $90K | Buy |
3,484
+1,502
| +76% | +$38.8K | ﹤0.01% | 2627 |
|
2015
Q4 | $48K | Sell |
1,982
-850
| -30% | -$20.6K | ﹤0.01% | 2858 |
|
2015
Q3 | $62K | Buy |
2,832
+1,010
| +55% | +$22.1K | ﹤0.01% | 2615 |
|
2015
Q2 | $46K | Sell |
1,822
-620
| -25% | -$15.7K | ﹤0.01% | 2817 |
|
2015
Q1 | $64K | Buy |
2,442
+1,432
| +142% | +$37.5K | ﹤0.01% | 2612 |
|
2014
Q4 | $17K | Sell |
1,010
-27,300
| -96% | -$460K | ﹤0.01% | 3014 |
|
2014
Q3 | $387K | Buy |
28,310
+3,248
| +13% | +$44.4K | ﹤0.01% | 1822 |
|
2014
Q2 | $413K | Sell |
25,062
-1,820
| -7% | -$30K | ﹤0.01% | 1833 |
|
2014
Q1 | $417K | Hold |
26,882
| – | – | ﹤0.01% | 1711 |
|
2013
Q4 | $486K | Hold |
26,882
| – | – | ﹤0.01% | 1571 |
|
2013
Q3 | $505K | Hold |
26,882
| – | – | ﹤0.01% | 1498 |
|
2013
Q2 | $408K | Buy |
+26,882
| New | +$408K | ﹤0.01% | 1536 |
|