MWM
MinichMacGregor Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,273
-37
| -1% | -$11.5K | 0.22% | 51 |
|
|
2025
Q1 | $985K | Buy |
3,310
+5
| +0.2% | +$1.49K | 0.22% | 50 |
|
|
2024
Q4 | $910K | Buy |
3,305
+6
| +0.2% | +$1.65K | 0.19% | 55 |
|
|
2024
Q3 | $884K | Buy |
3,299
+4
| +0.1% | +$1.07K | 0.19% | 55 |
|
|
2024
Q2 | $888K | Buy |
3,295
+11
| +0.3% | +$2.97K | 0.22% | 51 |
|
|
2024
Q1 | $765K | Sell |
3,284
-64
| -2% | -$14.9K | 0.2% | 54 |
|
|
2023
Q4 | $800K | Buy |
3,348
+73
| +2% | +$17.4K | 0.23% | 46 |
|
|
2023
Q3 | $774K | Buy |
3,275
+5
| +0.2% | +$1.18K | 0.26% | 54 |
|
|
2023
Q2 | $739K | Buy |
3,270
+5
| +0.2% | +$1.13K | 0.23% | 55 |
|
|
2023
Q1 | $626K | Buy |
3,265
+7
| +0.2% | +$1.34K | 0.21% | 55 |
|
|
2022
Q4 | $575K | Buy |
3,258
+5
| +0.2% | +$882 | 0.21% | 49 |
|
|
2022
Q3 | $554K | Buy |
3,253
+6
| +0.2% | +$1.02K | 0.22% | 51 |
|
|
2022
Q2 | $562K | Buy |
3,247
+5
| +0.2% | +$865 | 0.23% | 47 |
|
|
2022
Q1 | $696K | Buy |
3,242
+4
| +0.1% | +$859 | 0.22% | 54 |
|
|
2021
Q4 | $740K | Buy |
3,238
+4
| +0.1% | +$914 | 0.23% | 51 |
|
|
2021
Q3 | $647K | Buy |
3,234
+6
| +0.2% | +$1.2K | 0.22% | 50 |
|
|
2021
Q2 | $564K | Sell |
3,228
-87
| -3% | -$15.2K | 0.2% | 50 |
|
|
2021
Q1 | $585K | Buy |
3,315
+4
| +0.1% | +$706 | 0.22% | 51 |
|
|
2020
Q4 | $687K | Buy |
3,311
+5
| +0.2% | +$1.04K | 0.28% | 49 |
|
|
2020
Q3 | $612K | Buy |
3,306
+5
| +0.2% | +$926 | 0.29% | 43 |
|
|
2020
Q2 | $561K | Buy |
+3,301
| New | +$561K | 0.31% | 44 |
|
|
2020
Q1 | – | Sell |
-3,248
| Closed | -$485K | – | 121 |
|
|
2019
Q4 | $485K | Sell |
3,248
-38
| -1% | -$5.67K | 0.27% | 37 |
|
|
2019
Q3 | $519K | Hold |
3,286
| – | – | 0.35% | 34 |
|
|
2019
Q2 | $485K | Buy |
3,286
+10
| +0.3% | +$1.48K | 0.34% | 33 |
|
|
2019
Q1 | $439K | Buy |
+3,276
| New | +$439K | 0.33% | 35 |
|
|
2018
Q4 | – | Sell |
-3,348
| Closed | -$403K | – | 512 |
|
|
2018
Q3 | $403K | Sell |
3,348
-35
| -1% | -$4.21K | 0.27% | 30 |
|
|
2018
Q2 | $365K | Buy |
3,383
+92
| +3% | +$9.93K | 0.26% | 31 |
|
|
2018
Q1 | $342K | Sell |
3,291
-66
| -2% | -$6.86K | 0.27% | 31 |
|
|
2017
Q4 | $322K | Hold |
3,357
| – | – | 0.25% | 31 |
|
|
2017
Q3 | $279K | Sell |
3,357
-26
| -0.8% | -$2.16K | 0.23% | 31 |
|
|
2017
Q2 | $285K | Sell |
3,383
-30
| -0.9% | -$2.53K | 0.25% | 30 |
|
|
2017
Q1 | $276K | Buy |
+3,413
| New | +$276K | 0.25% | 30 |
|