BSW Wealth Partners’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 | $403K | Buy |
1,293
+216
| +20% | +$67.3K | 0.06% | 195 |
|
|
2025
Q1 | $321K | Buy |
1,077
+1
| +0.1% | +$298 | 0.05% | 223 |
|
|
2024
Q4 | $296K | Buy |
1,076
+46
| +4% | +$12.7K | 0.04% | 233 |
|
|
2024
Q3 | $276K | Sell |
1,030
-2
| -0.2% | -$536 | 0.04% | 234 |
|
|
2024
Q2 | $278K | Sell |
1,032
-48
| -4% | -$12.9K | 0.05% | 221 |
|
|
2024
Q1 | $255K | Sell |
1,080
-49
| -4% | -$11.6K | 0.04% | 243 |
|
|
2023
Q4 | $270K | Sell |
1,129
-6
| -0.5% | -$1.43K | 0.05% | 219 |
|
|
2023
Q3 | $268K | Sell |
1,135
-47
| -4% | -$11.1K | 0.06% | 192 |
|
|
2023
Q2 | $267K | Sell |
1,182
-2,528
| -68% | -$571K | 0.06% | 204 |
|
|
2023
Q1 | $712K | Sell |
3,710
-124
| -3% | -$23.8K | 0.15% | 102 |
|
|
2022
Q4 | $676K | Buy |
3,834
+620
| +19% | +$109K | 0.15% | 103 |
|
|
2022
Q3 | $548K | Sell |
3,214
-309
| -9% | -$52.7K | 0.13% | 103 |
|
|
2022
Q2 | $610K | Buy |
3,523
+260
| +8% | +$45K | 0.15% | 103 |
|
|
2022
Q1 | $700K | Buy |
3,263
+297
| +10% | +$63.7K | 0.18% | 92 |
|
|
2021
Q4 | $678K | Buy |
2,966
+142
| +5% | +$32.5K | 0.17% | 89 |
|
|
2021
Q3 | $565K | Sell |
2,824
-350
| -11% | -$70K | 0.16% | 96 |
|
|
2021
Q2 | $554K | Buy |
3,174
+607
| +24% | +$106K | 0.15% | 95 |
|
|
2021
Q1 | $454K | Buy |
2,567
+398
| +18% | +$70.4K | 0.13% | 95 |
|
|
2020
Q4 | $450K | Buy |
2,169
+52
| +2% | +$10.8K | 0.14% | 88 |
|
|
2020
Q3 | $392K | Buy |
2,117
+723
| +52% | +$134K | 0.15% | 85 |
|
|
2020
Q2 | $237K | Buy |
+1,394
| New | +$237K | 0.08% | 123 |
|