TRANSFORM WEALTH, LLC – Verisk Analytics, Inc. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$402,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-1.48%
quarter
Verisk Analytics, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.57% | -502 shares | -93K | $170.53 | 2.35K |
| Q2 2022 | share | Decrease | -16.17% | -551 shares | -237K | $173.09 | 2.85K |
| Q1 2022 | share | Decrease | -5.75% | -208 shares | -95K | $214.63 | 3.40K |
| Q4 2021 | share | Decrease | -13.33% | -556 shares | -9K | $228.09 | 3.61K |
| Q3 2021 | share | Decrease | -16.59% | -830 shares | -38K | $200.27 | 4.17K |
| Q2 2021 | share | Increase | +29.25% | 1.13K shares | 190K | $174.47 | 5.00K |
| Q1 2021 | share | Increase | +0.83% | 32 shares | -113K | $176.15 | 3.87K |
| Q4 2020 | share | Increase | +2.90% | 108 shares | 106K | $206.6 | 3.83K |
| Q3 2020 | share | Decrease | -13.74% | -594 shares | -45K | $184.17 | 3.73K |
| Q2 2020 | share | Decrease | -3.68% | -165 shares | 110K | $168.91 | 4.32K |
| Q1 2020 | share | Increase | +5.65% | 240 shares | -9K | $138.09 | 4.48K |
| Q4 2019 | share | Increase | 0.00% | 4.24K shares | 635K | $147.68 | 4.24K |
| Q3 2019 | share | Decrease | -50.44% | -3.74K shares | -506K | $156.11 | 3.68K |
| Q2 2019 | share | Increase | 0.00% | 7.42K shares | 1.08M | $144.35 | 7.42K |