Madison 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
2023
Q3
$4.33M Sell
18,329
-11
-0.1% -$2.6K 0.91% 35
2023
Q2
$4.15M Sell
18,340
-54
-0.3% -$12.2K 0.84% 35
2023
Q1
$3.53M Sell
18,394
-371
-2% -$71.2K 0.76% 43
2022
Q4
$3.31M Buy
18,765
+335
+2% +$59.1K 0.76% 40
2022
Q3
$3.14M Buy
18,430
+1,535
+9% +$262K 0.77% 40
2022
Q2
$2.92M Sell
16,895
-85
-0.5% -$14.7K 0.71% 45
2022
Q1
$3.64M Buy
16,980
+415
+3% +$89.1K 0.77% 38
2021
Q4
$3.79M Buy
16,565
+495
+3% +$113K 0.76% 39
2021
Q3
$3.22M Buy
16,070
+55
+0.3% +$11K 0.7% 39
2021
Q2
$2.8M Buy
16,015
+945
+6% +$165K 0.62% 48
2021
Q1
$2.66M Buy
+15,070
New +$2.66M 0.65% 41