Transform Wealth’s VeriSign VRSN Stock Holding History

Transform Wealth’s Portfolio VRSN Stock Details VRSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,161	Closed	-$445K	–	253
2023 Q4	$445K	Buy	2,161 +122	+6%	+$25.4K	0.04%	180
2023 Q3	$413K	Buy	2,039 +110	+6%	+$22.8K	0.04%	182
2023 Q2	$436K	Sell	1,929 -41	-2%	-$9.04K	0.04%	189
2023 Q1	$416K	Sell	1,970 -76	-4%	-$15.7K	0.04%	185
2022 Q4	$420K	Sell	2,046 -228	-10%	-$43.7K	0.05%	154
2022 Q3	$395K	Sell	2,274 -235	-9%	-$43.5K	0.05%	139
2022 Q2	$420K	Buy	2,509 +166	+7%	+$30.4K	0.06%	141
2022 Q1	$521K	Sell	2,343 -307	-12%	-$67K	0.06%	152
2021 Q4	$673K	Sell	2,650 -385	-13%	-$89K	0.07%	140
2021 Q3	$622K	Sell	3,035 -73	-2%	-$16K	0.07%	149
2021 Q2	$708K	Buy	3,108 +197	+7%	+$42.9K	0.09%	147
2021 Q1	$579K	Buy	2,911 +16	+0.6%	+$3.14K	0.12%	143
2020 Q4	$626K	Buy	2,895 +109	+4%	+$22.3K	0.13%	132
2020 Q3	$571K	Buy	+2,786	New	+$575K	0.09%	138

Other funds holding VRSN

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return