TFC Financial 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
2025
Q3
$96.4K Hold
2025
Q2
$119K Hold
2025
Q1
$114K Buy
2024
Q4
$102K Sell
2024
Q3
$120K Buy
2024
Q2
$93.8K Sell
2024
Q1
$82.3K Buy
2023
Q4
$83.1K Hold
2023
Q3
$82.2K Hold
2023
Q2
$78.7K Hold
2023
Q1
$66.8K Buy
2022
Q4
$60.9K Hold
2022
Q3
$59K Hold
2022
Q2
$60K Hold
2022
Q1
$74K Hold
2021
Q4
$79K Sell
2021
Q3
$73K Hold
2021
Q2
$64K Hold
2021
Q1
$65K Hold
2020
Q4
$76K Hold
2020
Q3
$68K Buy