LWAM
Legacy Wealth Asset Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
11,656
-1,244
| -10% | -$74.8K | 0.18% | 167 |
|
|
2025
Q1 | $1.15M | Buy |
12,900
+1,318
| +11% | +$118K | 0.32% | 85 |
|
|
2024
Q4 | $898K | Sell |
11,582
-39
| -0.3% | -$3.02K | 0.24% | 108 |
|
|
2024
Q3 | $1.02M | Buy |
11,621
+1,529
| +15% | +$135K | 0.27% | 97 |
|
|
2024
Q2 | $920K | Buy |
10,092
+293
| +3% | +$26.7K | 0.26% | 101 |
|
|
2024
Q1 | $1.07M | Buy |
9,799
+9
| +0.1% | +$986 | 0.3% | 90 |
|
|
2023
Q4 | $1.15M | Sell |
9,790
-183
| -2% | -$21.5K | 0.38% | 78 |
|
|
2023
Q3 | $973K | Buy |
9,973
+1,396
| +16% | +$136K | 0.36% | 89 |
|
|
2023
Q2 | $1.02M | Buy |
8,577
+3,546
| +70% | +$422K | 0.36% | 80 |
|
|
2023
Q1 | $612K | Sell |
5,031
-109
| -2% | -$13.2K | 0.22% | 152 |
|
|
2022
Q4 | $584K | Buy |
5,140
+904
| +21% | +$103K | 0.22% | 154 |
|
|
2022
Q3 | $432K | Buy |
4,236
+1,976
| +87% | +$202K | 0.19% | 189 |
|
|
2022
Q2 | $226K | Buy |
+2,260
| New | +$226K | 0.09% | 277 |
|