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