Carson Wealth (CWM LLC)’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,651
-12
| -0.3% | -$3.74K | 0.01% | 1076 |
|
|
2025
Q1 | $1.39M | Buy |
4,663
+71
| +2% | +$21.1K | 0.01% | 980 |
|
|
2024
Q4 | $1.27M | Sell |
4,592
-120
| -3% | -$33.1K | 0.01% | 954 |
|
|
2024
Q3 | $1.26M | Sell |
4,712
-43,945
| -90% | -$11.8M | 0.01% | 894 |
|
|
2024
Q2 | $13.1M | Sell |
48,657
-2,124
| -4% | -$573K | 0.06% | 253 |
|
|
2024
Q1 | $12M | Buy |
50,781
+186
| +0.4% | +$43.8K | 0.06% | 262 |
|
|
2023
Q4 | $12.1M | Sell |
50,595
-154
| -0.3% | -$36.8K | 0.07% | 248 |
|
|
2023
Q3 | $12M | Sell |
50,749
-403
| -0.8% | -$95.2K | 0.07% | 218 |
|
|
2023
Q2 | $11.6M | Sell |
51,152
-25,906
| -34% | -$5.86M | 0.07% | 216 |
|
|
2023
Q1 | $14.8M | Sell |
77,058
-183
| -0.2% | -$35.1K | 0.1% | 176 |
|
|
2022
Q4 | $13.6M | Sell |
77,241
-12,654
| -14% | -$2.23M | 0.1% | 173 |
|
|
2022
Q3 | $15.3M | Sell |
89,895
-1,974
| -2% | -$337K | 0.12% | 152 |
|
|
2022
Q2 | $15.9M | Sell |
91,869
-8,624
| -9% | -$1.49M | 0.12% | 156 |
|
|
2022
Q1 | $21.6M | Buy |
100,493
+100,056
| +22,896% | +$21.5M | 0.15% | 136 |
|
|
2021
Q4 | $100K | Buy |
+437
| New | +$100K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q1 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q4 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q3 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q2 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q1 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q3 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q2 | $89K | Hold |
512
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q1 | $89K | Buy |
512
+389
| +316% | +$67.6K | ﹤0.01% | 1179 |
|
|
2018
Q4 | $13K | Buy |
+123
| New | +$13K | ﹤0.01% | 1254 |
|
|
2017
Q4 | – | Sell |
-132
| Closed | -$11K | – | 1592 |
|
|
2017
Q3 | $11K | Buy |
+132
| New | +$11K | ﹤0.01% | 869 |
|
|
2014
Q1 | – | Sell |
-504
| Closed | -$33K | – | 439 |
|
|
2013
Q4 | $33K | Hold |
504
| – | – | 0.01% | 291 |
|
|
2013
Q3 | $33K | Buy |
+504
| New | +$33K | 0.01% | 225 |
|