Bartlett & Co Wealth Management’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26.4K Sell
2025
Q2
$38.9K Hold
2025
Q1
$37.2K Buy
2024
Q4
$28.6K Hold
2024
Q3
$27.9K Hold
2024
Q2
$28K Hold
2024
Q1
$24.5K Hold
2023
Q4
$24.7K Hold
2023
Q3
$24.6K Hold
2023
Q2
$23.5K Hold
2023
Q1
$20K Hold
2022
Q4
$18.3K Sell
2022
Q3
$20.5K Hold
2022
Q2
$20.8K Buy
2022
Q1
$19.3K Buy
2021
Q4
Sell
2021
Q3
$23K Buy