Carson Wealth (CWM LLC)’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Sell |
547
-899
| -62% | -$54.2K | ﹤0.01% | 3585 |
|
|
2025
Q1 | $129K | Buy |
1,446
+1,325
| +1,095% | +$118K | ﹤0.01% | 2216 |
|
|
2024
Q4 | $9K | Sell |
121
-184
| -60% | -$13.7K | ﹤0.01% | 3937 |
|
|
2024
Q3 | $27K | Buy |
305
+113
| +59% | +$10K | ﹤0.01% | 3179 |
|
|
2024
Q2 | $18K | Buy |
192
+25
| +15% | +$2.34K | ﹤0.01% | 3183 |
|
|
2024
Q1 | $18K | Sell |
167
-299
| -64% | -$32.2K | ﹤0.01% | 2974 |
|
|
2023
Q4 | $55K | Sell |
466
-56
| -11% | -$6.61K | ﹤0.01% | 2117 |
|
|
2023
Q3 | $51K | Buy |
522
+118
| +29% | +$11.5K | ﹤0.01% | 2045 |
|
|
2023
Q2 | $48K | Buy |
404
+344
| +573% | +$40.9K | ﹤0.01% | 2024 |
|
|
2023
Q1 | $7K | Buy |
60
+1
| +2% | +$117 | ﹤0.01% | 3148 |
|
|
2022
Q4 | $7K | Buy |
59
+12
| +26% | +$1.42K | ﹤0.01% | 3013 |
|
|
2022
Q3 | $5K | Buy |
47
+11
| +31% | +$1.17K | ﹤0.01% | 3078 |
|
|
2022
Q2 | $4K | Buy |
36
+6
| +20% | +$667 | ﹤0.01% | 3105 |
|
|
2022
Q1 | $3K | Buy |
30
+8
| +36% | +$800 | ﹤0.01% | 3043 |
|
|
2021
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 2994 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2021
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2654 |
|
|
2019
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 2654 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$36K | – | 1533 |
|
|
2017
Q2 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 530 |
|