Sendero Wealth Management’s Insight Enterprises NSIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
6,504
+729
| +13% | +$101K | 0.11% | 105 |
|
|
2025
Q1 | $866K | Buy |
5,775
+1,631
| +39% | +$245K | 0.12% | 101 |
|
|
2024
Q4 | $630K | Hold |
4,144
| – | – | 0.09% | 117 |
|
|
2024
Q3 | $893K | Hold |
4,144
| – | – | 0.14% | 89 |
|
|
2024
Q2 | $822K | Hold |
4,144
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $769K | Hold |
4,144
| – | – | 0.13% | 94 |
|
|
2023
Q4 | $734K | Buy |
4,144
+425
| +11% | +$75.3K | 0.14% | 102 |
|
|
2023
Q3 | $541K | Buy |
3,719
+33
| +0.9% | +$4.8K | 0.12% | 106 |
|
|
2023
Q2 | $539K | Sell |
3,686
-488
| -12% | -$71.4K | 0.12% | 103 |
|
|
2023
Q1 | $597K | Buy |
4,174
+675
| +19% | +$96.5K | 0.18% | 66 |
|
|
2022
Q4 | $351K | Buy |
+3,499
| New | +$351K | 0.12% | 79 |
|