Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-987
| Closed | -$212K | – | 168 |
|
|
2022
Q1 | $212K | Hold |
987
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $226K | Buy |
+987
| New | +$226K | 0.03% | 156 |
|
|
2013
Q4 | – | Sell |
-41,162
| Closed | -$2.67M | – | 162 |
|
|
2013
Q3 | $2.67M | Sell |
41,162
-254
| -0.6% | -$16.5K | 0.8% | 62 |
|
|
2013
Q2 | $2.47M | Buy |
+41,416
| New | +$2.47M | 0.85% | 45 |
|