Linscomb Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,387
| Closed | -$1.66M | – | 322 |
|
|
2022
Q4 | $1.66M | Buy |
+9,387
| New | +$1.66M | 0.08% | 143 |
|
|
2022
Q2 | – | Sell |
-14,109
| Closed | -$3.03M | – | 330 |
|
|
2022
Q1 | $3.03M | Sell |
14,109
-5,000
| -26% | -$1.07M | 0.14% | 110 |
|
|
2021
Q4 | $4.37M | Sell |
19,109
-5,000
| -21% | -$1.14M | 0.21% | 90 |
|
|
2021
Q3 | $4.83M | Hold |
24,109
| – | – | 0.25% | 85 |
|
|
2021
Q2 | $4.21M | Hold |
24,109
| – | – | 0.22% | 89 |
|
|
2021
Q1 | $4.26M | Hold |
24,109
| – | – | 0.23% | 87 |
|
|
2020
Q4 | $5.01M | Sell |
24,109
-500
| -2% | -$104K | 0.3% | 78 |
|
|
2020
Q3 | $4.56M | Hold |
24,609
| – | – | 0.31% | 78 |
|
|
2020
Q2 | $4.19M | Hold |
24,609
| – | – | 0.31% | 78 |
|
|
2020
Q1 | $3.43M | Hold |
24,609
| – | – | 0.3% | 68 |
|
|
2019
Q4 | $3.68M | Sell |
24,609
-120
| -0.5% | -$17.9K | 0.24% | 78 |
|
|
2019
Q3 | $3.91M | Hold |
24,729
| – | – | 0.31% | 65 |
|
|
2019
Q2 | $3.62M | Buy |
24,729
+120
| +0.5% | +$17.6K | 0.3% | 65 |
|
|
2019
Q1 | $3.27M | Sell |
24,609
-210
| -0.8% | -$27.9K | 0.28% | 67 |
|
|
2018
Q4 | $2.71M | Buy |
+24,819
| New | +$2.71M | 0.26% | 69 |
|