Boston Financial Management’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.86M Sell
13,997
-80
-0.6% -$22K 0.12% 114
2024
Q3
$3.77M Sell
14,077
-29
-0.2% -$7.77K 0.11% 114
2024
Q2
$3.8M Buy
14,106
+415
+3% +$112K 0.12% 111
2024
Q1
$3.23M Hold
13,691
0.1% 119
2023
Q4
$3.27M Sell
13,691
-36
-0.3% -$8.6K 0.11% 115
2023
Q3
$3.24M Buy
13,727
+24
+0.2% +$5.67K 0.12% 110
2023
Q2
$3.1M Hold
13,703
0.11% 117
2023
Q1
$2.63M Sell
13,703
-219
-2% -$42K 0.1% 123
2022
Q4
$2.46M Buy
13,922
+1,707
+14% +$301K 0.1% 125
2022
Q3
$2.08M Buy
12,215
+9,875
+422% +$1.68M 0.09% 122
2022
Q2
$405K Buy
2,340
+4
+0.2% +$692 0.02% 224
2022
Q1
$501K Hold
2,336
0.02% 205
2021
Q4
$534K Sell
2,336
-276
-11% -$63.1K 0.02% 189
2021
Q3
$523K Hold
2,612
0.02% 184
2021
Q2
$456K Hold
2,612
0.02% 190
2021
Q1
$462K Sell
2,612
-300
-10% -$53.1K 0.02% 174
2020
Q4
$605K Hold
2,912
0.03% 152
2020
Q3
$540K Hold
2,912
0.03% 163
2020
Q2
$496K Hold
2,912
0.03% 162
2020
Q1
$406K Buy
+2,912
New +$406K 0.03% 169