Trevian Wealth Management’s VeriSign VRSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,931
Closed -$343K 32
2024
Q2
$343K Hold
1,931
1.71% 11
2024
Q1
$366K Hold
1,931
0.25% 22
2023
Q4
$398K Hold
1,931
0.31% 20
2023
Q3
$391K Hold
1,931
0.36% 21
2023
Q2
$436K Hold
1,931
3.48% 5
2023
Q1
$408K Hold
1,931
0.38% 20
2022
Q4
$397K Hold
1,931
0.43% 22
2022
Q3
$335K Hold
1,931
0.38% 23
2022
Q2
$323K Buy
1,931
+925
+92% +$155K 0.35% 23
2022
Q1
$224K Hold
1,006
0.22% 34
2021
Q4
$255K Buy
+1,006
New +$255K 0.24% 37