Badgley Phelps Wealth Managers’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,273
| Closed | -$6.19M | – | 224 |
|
|
2022
Q3 | $6.19M | Buy |
36,273
+280
| +0.8% | +$47.8K | 0.27% | 97 |
|
|
2022
Q2 | $6.23M | Buy |
35,993
+154
| +0.4% | +$26.7K | 0.26% | 99 |
|
|
2022
Q1 | $7.69M | Sell |
35,839
-227
| -0.6% | -$48.7K | 0.27% | 98 |
|
|
2021
Q4 | $8.25M | Buy |
36,066
+257
| +0.7% | +$58.8K | 0.27% | 100 |
|
|
2021
Q3 | $7.17M | Buy |
+35,809
| New | +$7.17M | 0.26% | 103 |
|