Bogart Wealth LLC’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 | $5.61K | Buy |
18
+6
| +50% | +$1.87K | ﹤0.01% | 909 |
|
2025
Q1 | $3.57K | Sell |
12
-3
| -20% | -$893 | ﹤0.01% | 957 |
|
2024
Q4 | $4.13K | Buy |
15
+3
| +25% | +$826 | ﹤0.01% | 923 |
|
2024
Q3 | $3.22K | Hold |
12
| – | – | ﹤0.01% | 907 |
|
2024
Q2 | $3.24K | Hold |
12
| – | – | ﹤0.01% | 867 |
|
2024
Q1 | $2.83K | Hold |
12
| – | – | ﹤0.01% | 863 |
|
2023
Q4 | $2.87K | Hold |
12
| – | – | ﹤0.01% | 849 |
|
2023
Q3 | $2.84K | Hold |
12
| – | – | ﹤0.01% | 829 |
|
2023
Q2 | $2.71K | Hold |
12
| – | – | ﹤0.01% | 840 |
|
2023
Q1 | $2.3K | Buy |
+12
| New | +$2.3K | ﹤0.01% | 887 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 1223 |
|