TFM
TFC Financial Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
383
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $114K | Buy |
383
+12
| +3% | +$3.57K | 0.02% | 179 |
|
|
2024
Q4 | $102K | Sell |
371
-78
| -17% | -$21.5K | 0.02% | 186 |
|
|
2024
Q3 | $120K | Buy |
449
+101
| +29% | +$27.1K | 0.02% | 171 |
|
|
2024
Q2 | $93.8K | Sell |
348
-1
| -0.3% | -$270 | 0.02% | 183 |
|
|
2024
Q1 | $82.3K | Buy |
349
+1
| +0.3% | +$236 | 0.01% | 193 |
|
|
2023
Q4 | $83.1K | Hold |
348
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $82.2K | Hold |
348
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $78.7K | Hold |
348
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $66.8K | Buy |
348
+3
| +0.9% | +$576 | 0.02% | 202 |
|
|
2022
Q4 | $60.9K | Hold |
345
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $59K | Hold |
345
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $60K | Hold |
345
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $74K | Hold |
345
| – | – | 0.02% | 179 |
|
|
2021
Q4 | $79K | Sell |
345
-22
| -6% | -$5.04K | 0.02% | 185 |
|
|
2021
Q3 | $73K | Hold |
367
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $64K | Hold |
367
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $65K | Hold |
367
| – | – | 0.03% | 173 |
|
|
2020
Q4 | $76K | Hold |
367
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $68K | Buy |
+367
| New | +$68K | 0.03% | 153 |
|