Marshall Financial Group (Maryland)’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
1,056
-4,023
-79% -$1.24M 0.06% 206
2025
Q1
$1.51M Buy
5,079
+140
+3% +$41.7K 0.33% 69
2024
Q4
$1.36M Buy
4,939
+7
+0.1% +$1.93K 0.33% 71
2024
Q3
$1.32M Buy
4,932
+38
+0.8% +$10.2K 0.32% 76
2024
Q2
$1.32M Buy
4,894
+194
+4% +$52.3K 0.37% 71
2024
Q1
$1.11M Buy
4,700
+354
+8% +$83.4K 0.32% 82
2023
Q4
$1.04M Sell
4,346
-178
-4% -$42.5K 0.33% 75
2023
Q3
$1.07M Sell
4,524
-90
-2% -$21.3K 0.39% 63
2023
Q2
$1.04M Buy
4,614
+14
+0.3% +$3.16K 0.36% 67
2023
Q1
$883K Sell
4,600
-1,066
-19% -$205K 0.32% 79
2022
Q4
$1,000K Buy
5,666
+469
+9% +$82.7K 0.39% 89
2022
Q3
$886K Buy
5,197
+15
+0.3% +$2.56K 0.37% 80
2022
Q2
$897K Sell
5,182
-689
-12% -$119K 0.36% 83
2022
Q1
$1.26M Buy
5,871
+38
+0.7% +$8.16K 0.52% 62
2021
Q4
$1.33M Buy
5,833
+52
+0.9% +$11.9K 0.49% 64
2021
Q3
$1.16M Buy
5,781
+345
+6% +$69.1K 0.6% 48
2021
Q2
$950K Sell
5,436
-742
-12% -$130K 0.51% 63
2021
Q1
$1.09M Buy
6,178
+295
+5% +$52.1K 0.65% 61
2020
Q4
$1.22M Buy
+5,883
New +$1.22M 0.8% 43