Sendero Wealth Management’s Insight Enterprises NSIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$833K	Buy	12,438 +4,017	+48%	+$328K	0.09%	122
2025 Q4	$686K	Hold	8,421	–	–	0.08%	136
2025 Q3	$955K	Buy	8,421 +1,917	+29%	+$249K	0.11%	104
2025 Q2	$898K	Buy	6,504 +729	+13%	+$98.2K	0.11%	105
2025 Q1	$866K	Buy	5,775 +1,631	+39%	+$263K	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%	+$66.1K	0.14%	102
2023 Q3	$541K	Buy	3,719 +33	+0.9%	+$4.92K	0.12%	106
2023 Q2	$539K	Sell	3,686 -488	-12%	-$65.5K	0.12%	103
2023 Q1	$597K	Buy	4,174 +675	+19%	+$84K	0.18%	66
2022 Q4	$351K	Buy	+3,499	New	+$334K	0.12%	79