Sugarloaf Wealth Management’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$27.5K Buy
2022
Q4
Sell
2022
Q3
$1.08M Buy
2022
Q2
$1.09M Buy
2022
Q1
$1.35M Buy
2021
Q4
$1.44M Buy
2021
Q3
$1.26M Buy
2021
Q2
$1.1M Buy
2021
Q1
$1.11K Buy
2020
Q4
$21K Hold
2020
Q3
$19K Hold
2020
Q2
$17K Hold
2020
Q1
$14K Sell
2019
Q4
$27K Buy