Geneos Wealth Management’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Sell |
554
-1,008
| -65% | -$60.6K | ﹤0.01% | 1777 |
|
|
2025
Q1 | $139K | Buy |
1,562
+997
| +176% | +$89K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $43.8K | Buy |
565
+1
| +0.2% | +$78 | ﹤0.01% | 1369 |
|
|
2024
Q3 | $49.6K | Sell |
564
-464
| -45% | -$40.8K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $93.8K | Buy |
+1,028
| New | +$93.8K | ﹤0.01% | 884 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$12.2K | – | 2100 |
|
|
2023
Q1 | $12.2K | Buy |
+100
| New | +$12.2K | ﹤0.01% | 1495 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$9K | – | 2884 |
|
|
2021
Q2 | $9K | Sell |
100
-156
| -61% | -$14K | ﹤0.01% | 2236 |
|
|
2021
Q1 | $22K | Hold |
256
| – | – | ﹤0.01% | 2036 |
|
|
2020
Q4 | $8K | Buy |
256
+156
| +156% | +$4.88K | ﹤0.01% | 2310 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2187 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2058 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1927 |
|