Cresset Asset Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,884
| Closed | -$257K | – | 1713 |
|
|
2025
Q1 | $257K | Sell |
2,884
-221
| -7% | -$19.7K | ﹤0.01% | 1386 |
|
|
2024
Q4 | $241K | Sell |
3,105
-6,281
| -67% | -$487K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $826K | Buy |
9,386
+1,908
| +26% | +$168K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $682K | Sell |
7,478
-968
| -11% | -$88.3K | ﹤0.01% | 1250 |
|
|
2024
Q1 | $926K | Sell |
8,446
-13,965
| -62% | -$1.53M | ﹤0.01% | 1003 |
|
|
2023
Q4 | $2.63M | Buy |
22,411
+1,510
| +7% | +$177K | 0.02% | 465 |
|
|
2023
Q3 | $2.04M | Buy |
20,901
+5,643
| +37% | +$551K | 0.01% | 525 |
|
|
2023
Q2 | $1.82M | Buy |
+15,258
| New | +$1.82M | ﹤0.01% | 553 |
|