Intergy Private Wealth’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
12,165
-13
| -0.1% | -$782 | 0.25% | 56 |
|
|
2025
Q1 | $1.09M | Buy |
12,178
+13
| +0.1% | +$1.16K | 0.41% | 36 |
|
|
2024
Q4 | $943K | Hold |
12,165
| – | – | 0.35% | 44 |
|
|
2024
Q3 | $1.07M | Hold |
12,165
| – | – | 0.41% | 38 |
|
|
2024
Q2 | $1.11M | Hold |
12,165
| – | – | 0.46% | 34 |
|
|
2024
Q1 | $1.33M | Hold |
12,165
| – | – | 0.55% | 31 |
|
|
2023
Q4 | $1.43M | Sell |
12,165
-2,300
| -16% | -$270K | 0.62% | 29 |
|
|
2023
Q3 | $1.41M | Sell |
14,465
-2,170
| -13% | -$212K | 0.71% | 28 |
|
|
2023
Q2 | $1.98M | Hold |
16,635
| – | – | 0.97% | 26 |
|
|
2023
Q1 | $2.02M | Hold |
16,635
| – | – | 1.13% | 22 |
|
|
2022
Q4 | $1.89M | Sell |
16,635
-1,841
| -10% | -$209K | 1.18% | 22 |
|
|
2022
Q3 | $1.89M | Sell |
18,476
-3,641
| -16% | -$372K | 1.34% | 20 |
|
|
2022
Q2 | $2.21M | Sell |
22,117
-2,000
| -8% | -$200K | 1.74% | 13 |
|
|
2022
Q1 | $2.42M | Hold |
24,117
| – | – | 1.69% | 14 |
|
|
2021
Q4 | $2.85M | Buy |
+24,117
| New | +$2.85M | 2.23% | 12 |
|