Transform Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,902
| Closed | -$454K | – | 252 |
|
|
2023
Q4 | $454K | Buy |
1,902
+46
| +2% | +$11K | 0.04% | 176 |
|
|
2023
Q3 | $439K | Sell |
1,856
-272
| -13% | -$64.3K | 0.05% | 173 |
|
|
2023
Q2 | $481K | Sell |
2,128
-53
| -2% | -$12K | 0.04% | 177 |
|
|
2023
Q1 | $418K | Sell |
2,181
-117
| -5% | -$22.4K | 0.04% | 184 |
|
|
2022
Q4 | $405K | Sell |
2,298
-57
| -2% | -$10.1K | 0.05% | 160 |
|
|
2022
Q3 | $402K | Sell |
2,355
-502
| -18% | -$85.7K | 0.05% | 136 |
|
|
2022
Q2 | $495K | Sell |
2,857
-551
| -16% | -$95.5K | 0.07% | 127 |
|
|
2022
Q1 | $732K | Sell |
3,408
-208
| -6% | -$44.7K | 0.08% | 129 |
|
|
2021
Q4 | $827K | Sell |
3,616
-556
| -13% | -$127K | 0.09% | 126 |
|
|
2021
Q3 | $836K | Sell |
4,172
-830
| -17% | -$166K | 0.1% | 121 |
|
|
2021
Q2 | $874K | Buy |
5,002
+1,132
| +29% | +$198K | 0.11% | 127 |
|
|
2021
Q1 | $684K | Buy |
3,870
+32
| +0.8% | +$5.66K | 0.14% | 126 |
|
|
2020
Q4 | $797K | Buy |
3,838
+108
| +3% | +$22.4K | 0.17% | 112 |
|
|
2020
Q3 | $691K | Sell |
3,730
-594
| -14% | -$110K | 0.11% | 123 |
|
|
2020
Q2 | $736K | Sell |
4,324
-165
| -4% | -$28.1K | 0.13% | 117 |
|
|
2020
Q1 | $626K | Buy |
4,489
+240
| +6% | +$33.5K | 0.13% | 129 |
|
|
2019
Q4 | $635K | Buy |
4,249
+568
| +15% | +$84.9K | 0.1% | 144 |
|
|
2019
Q3 | $582K | Sell |
3,681
-3,746
| -50% | -$592K | 0.1% | 140 |
|
|
2019
Q2 | $1.09M | Buy |
+7,427
| New | +$1.09M | 0.16% | 129 |
|