Sequoia Financial Advisors’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 | – | Sell |
-1,595
| Closed | -$239K | – | 1591 |
|
|
2025
Q1 | $239K | Buy |
1,595
+8
| +0.5% | +$1.2K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $241K | Sell |
1,587
-160
| -9% | -$24.3K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $376K | Sell |
1,747
-76
| -4% | -$16.4K | ﹤0.01% | 863 |
|
|
2024
Q2 | $362K | Sell |
1,823
-20
| -1% | -$3.97K | ﹤0.01% | 815 |
|
|
2024
Q1 | $342K | Sell |
1,843
-8
| -0.4% | -$1.48K | ﹤0.01% | 806 |
|
|
2023
Q4 | $328K | Sell |
1,851
-37
| -2% | -$6.56K | ﹤0.01% | 888 |
|
|
2023
Q3 | $275K | Buy |
1,888
+145
| +8% | +$21.1K | ﹤0.01% | 722 |
|
|
2023
Q2 | $255K | Buy |
+1,743
| New | +$255K | ﹤0.01% | 754 |
|