Creative Planning’s Insight Enterprises NSIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
7,495
-1,685
| -18% | -$233K | ﹤0.01% | 1814 |
|
|
2025
Q1 | $1.38M | Buy |
9,180
+1,270
| +16% | +$190K | ﹤0.01% | 1458 |
|
|
2024
Q4 | $1.2M | Sell |
7,910
-1,657
| -17% | -$252K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $2.06M | Buy |
9,567
+2,637
| +38% | +$568K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $1.37M | Buy |
6,930
+613
| +10% | +$122K | ﹤0.01% | 1196 |
|
|
2024
Q1 | $1.17M | Buy |
6,317
+1,290
| +26% | +$239K | ﹤0.01% | 1227 |
|
|
2023
Q4 | $891K | Buy |
5,027
+1,167
| +30% | +$207K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $562K | Buy |
3,860
+581
| +18% | +$84.5K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $480K | Sell |
3,279
-395
| -11% | -$57.8K | ﹤0.01% | 1573 |
|
|
2023
Q1 | $525K | Buy |
3,674
+1,230
| +50% | +$176K | ﹤0.01% | 1427 |
|
|
2022
Q4 | $245K | Buy |
+2,444
| New | +$245K | ﹤0.01% | 1865 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 3010 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4597 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4622 |
|
|
2016
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4542 |
|
|
2014
Q4 | – | Sell |
-585
| Closed | -$13K | – | 4124 |
|
|
2014
Q3 | $13K | Buy |
+585
| New | +$13K | ﹤0.01% | 2766 |
|