Summit Trail 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 | $1.01M | Buy |
7,340
+2,521
| +52% | +$348K | 0.02% | 472 |
|
|
2025
Q1 | $723K | Buy |
4,819
+521
| +12% | +$78.1K | 0.02% | 199 |
|
|
2024
Q4 | $654K | Buy |
4,298
+192
| +5% | +$29.2K | 0.02% | 180 |
|
|
2024
Q3 | $884K | Sell |
4,106
-227
| -5% | -$48.9K | 0.02% | 287 |
|
|
2024
Q2 | $859K | Buy |
4,333
+1,479
| +52% | +$293K | 0.02% | 263 |
|
|
2024
Q1 | $529K | Sell |
2,854
-90
| -3% | -$16.7K | 0.01% | 327 |
|
|
2023
Q4 | $522K | Buy |
2,944
+113
| +4% | +$20K | 0.02% | 271 |
|
|
2023
Q3 | $412K | Sell |
2,831
-420
| -13% | -$61.1K | 0.02% | 308 |
|
|
2023
Q2 | $476K | Sell |
3,251
-1,198
| -27% | -$175K | 0.02% | 281 |
|
|
2023
Q1 | $636K | Buy |
4,449
+566
| +15% | +$80.9K | 0.03% | 184 |
|
|
2022
Q4 | $389K | Hold |
3,883
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $320K | Buy |
3,883
+525
| +16% | +$43.3K | 0.02% | 245 |
|
|
2022
Q2 | $290K | Buy |
3,358
+230
| +7% | +$19.9K | 0.02% | 281 |
|
|
2022
Q1 | $336K | Buy |
+3,128
| New | +$336K | 0.03% | 226 |
|
|
2018
Q2 | – | Sell |
-4,819
| Closed | -$220K | – | 609 |
|
|
2018
Q1 | $220K | Sell |
4,819
-348
| -7% | -$15.9K | 0.04% | 351 |
|
|
2017
Q4 | $197K | Buy |
+5,167
| New | +$197K | 0.02% | 426 |
|