Glassman Wealth Services’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-187
| Closed | -$44.7K | – | 1782 |
|
|
2023
Q4 | $44.7K | Buy |
187
+1
| +0.5% | +$239 | 0.01% | 476 |
|
|
2023
Q3 | $43.9K | Hold |
186
| – | – | 0.01% | 455 |
|
|
2023
Q2 | $42K | Sell |
186
-108
| -37% | -$24.4K | 0.01% | 445 |
|
|
2023
Q1 | $56.4K | Buy |
294
+7
| +2% | +$1.34K | 0.01% | 386 |
|
|
2022
Q4 | $50.6K | Sell |
287
-2
| -0.7% | -$353 | 0.01% | 418 |
|
|
2022
Q3 | $49K | Buy |
289
+15
| +5% | +$2.54K | 0.01% | 393 |
|
|
2022
Q2 | $47K | Buy |
274
+25
| +10% | +$4.29K | 0.01% | 413 |
|
|
2022
Q1 | $53K | Hold |
249
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $57K | Buy |
249
+11
| +5% | +$2.52K | 0.01% | 344 |
|
|
2021
Q3 | $48K | Buy |
238
+3
| +1% | +$605 | 0.01% | 375 |
|
|
2021
Q2 | $41K | Buy |
235
+11
| +5% | +$1.92K | 0.01% | 396 |
|
|
2021
Q1 | $40K | Sell |
224
-53
| -19% | -$9.46K | 0.01% | 372 |
|
|
2020
Q4 | $58K | Buy |
277
+38
| +16% | +$7.96K | 0.01% | 316 |
|
|
2020
Q3 | $44K | Buy |
239
+23
| +11% | +$4.23K | 0.01% | 320 |
|
|
2020
Q2 | $37K | Buy |
216
+25
| +13% | +$4.28K | 0.01% | 293 |
|
|
2020
Q1 | $27K | Sell |
191
-36
| -16% | -$5.09K | 0.01% | 303 |
|
|
2019
Q4 | $34K | Sell |
227
-78
| -26% | -$11.7K | 0.01% | 305 |
|
|
2019
Q3 | $48K | Hold |
305
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $45K | Buy |
305
+57
| +23% | +$8.41K | 0.02% | 251 |
|
|
2019
Q1 | $33K | Buy |
248
+75
| +43% | +$9.98K | 0.01% | 291 |
|
|
2018
Q4 | $19K | Hold |
173
| – | – | 0.01% | 306 |
|
|
2018
Q3 | $21K | Sell |
173
-6
| -3% | -$728 | 0.01% | 322 |
|
|
2018
Q2 | $19K | Sell |
179
-9
| -5% | -$955 | 0.01% | 312 |
|
|
2018
Q1 | $20K | Sell |
188
-13
| -6% | -$1.38K | 0.01% | 291 |
|
|
2017
Q4 | $19K | Buy |
201
+44
| +28% | +$4.16K | 0.01% | 264 |
|
|
2017
Q3 | $13K | Buy |
157
+20
| +15% | +$1.66K | 0.01% | 274 |
|
|
2017
Q2 | $12K | Hold |
137
| – | – | 0.01% | 287 |
|
|
2017
Q1 | $11K | Buy |
137
+3
| +2% | +$241 | 0.01% | 342 |
|
|
2016
Q4 | $11K | Hold |
134
| – | – | 0.01% | 361 |
|
|
2016
Q3 | $11K | Buy |
134
+14
| +12% | +$1.15K | 0.01% | 290 |
|
|
2016
Q2 | $10K | Hold |
120
| – | – | 0.01% | 333 |
|
|
2016
Q1 | $10K | Hold |
120
| – | – | 0.01% | 310 |
|
|
2015
Q4 | $9K | Buy |
120
+30
| +33% | +$2.25K | 0.01% | 326 |
|
|
2015
Q3 | $7K | Buy |
+90
| New | +$7K | 0.01% | 339 |
|