EverSource Wealth Advisors’s Insight Enterprises NSIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
775
+160
+26% +$22.1K ﹤0.01% 1158
2025
Q1
$92.2K Buy
615
+133
+28% +$19.9K 0.01% 935
2024
Q4
$73.3K Sell
482
-88
-15% -$13.4K ﹤0.01% 1027
2024
Q3
$123K Sell
570
-496
-47% -$107K 0.01% 726
2024
Q2
$239K Buy
1,066
+15
+1% +$3.37K 0.02% 497
2024
Q1
$192K Hold
1,051
0.02% 503
2023
Q4
$186K Sell
1,051
-12
-1% -$2.13K 0.02% 447
2023
Q3
$155K Buy
1,063
+3
+0.3% +$437 0.02% 458
2023
Q2
$155K Buy
1,060
+19
+2% +$2.78K 0.02% 453
2023
Q1
$149K Sell
1,041
-30
-3% -$4.29K 0.02% 439
2022
Q4
$107K Buy
1,071
+500
+88% +$50.1K 0.02% 487
2022
Q3
$47K Sell
571
-364
-39% -$30K 0.01% 655
2022
Q2
$80K Buy
935
+647
+225% +$55.4K 0.02% 445
2022
Q1
$31K Hold
288
0.01% 566
2021
Q4
$31K Buy
+288
New +$31K 0.01% 526