BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.81K | Hold |
8
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $1.54K | Hold |
8
| – | – | ﹤0.01% | 861 |
|
|
2022
Q4 | $1.41K | Sell |
8
-1
| -11% | -$176 | ﹤0.01% | 842 |
|
|
2022
Q3 | $2K | Buy |
9
+1
| +13% | +$222 | ﹤0.01% | 840 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 947 |
|
|
2022
Q1 | $2K | Sell |
8
-18
| -69% | -$4.5K | ﹤0.01% | 884 |
|
|
2021
Q4 | $6K | Buy |
26
+18
| +225% | +$4.15K | ﹤0.01% | 764 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 920 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 955 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 809 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 876 |
|
|
2020
Q2 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 914 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 894 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 907 |
|
|
2019
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 641 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 724 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 721 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 685 |
|