Creative Planning’s Insight Enterprises NSIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2025
Q1
$1.38M Buy
2024
Q4
$1.2M Sell
2024
Q3
$2.06M Buy
2024
Q2
$1.37M Buy
2024
Q1
$1.17M Buy
2023
Q4
$891K Buy
2023
Q3
$562K Buy
2023
Q2
$480K Sell
2023
Q1
$525K Buy
2022
Q4
$245K Buy
2017
Q3
Sell
2017
Q2
$0 Hold
2017
Q1
$0 Hold
2016
Q4
$0 Buy
2014
Q4
Sell
2014
Q3
$13K Buy