Bartlett & Co Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9K | Hold |
125
| – | – | ﹤0.01% | 696 |
|
|
2025
Q1 | $37.2K | Buy |
125
+21
| +20% | +$6.25K | ﹤0.01% | 711 |
|
|
2024
Q4 | $28.6K | Hold |
104
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $27.9K | Hold |
104
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $28K | Hold |
104
| – | – | ﹤0.01% | 764 |
|
|
2024
Q1 | $24.5K | Hold |
104
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $24.7K | Hold |
104
| – | – | ﹤0.01% | 841 |
|
|
2023
Q3 | $24.6K | Hold |
104
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $23.5K | Hold |
104
| – | – | ﹤0.01% | 796 |
|
|
2023
Q1 | $20K | Hold |
104
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $18.3K | Sell |
104
-16
| -13% | -$2.82K | ﹤0.01% | 729 |
|
|
2022
Q3 | $20.5K | Hold |
120
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $20.8K | Buy |
120
+30
| +33% | +$5.19K | ﹤0.01% | 733 |
|
|
2022
Q1 | $19.3K | Buy |
+90
| New | +$19.3K | ﹤0.01% | 734 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$23K | – | 879 |
|
|
2021
Q3 | $23K | Buy |
+115
| New | +$23K | ﹤0.01% | 622 |
|