1858 Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
852
-84
| -9% | -$26.2K | 0.2% | 93 |
|
|
2025
Q1 | $279K | Sell |
936
-71
| -7% | -$21.1K | 0.24% | 83 |
|
|
2024
Q4 | $277K | Sell |
1,007
-21
| -2% | -$5.78K | 0.22% | 94 |
|
|
2024
Q3 | $275K | Hold |
1,028
| – | – | 0.23% | 87 |
|
|
2024
Q2 | $277K | Sell |
1,028
-21
| -2% | -$5.66K | 0.23% | 84 |
|
|
2024
Q1 | $251K | Hold |
1,049
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $251K | Buy |
+1,049
| New | +$251K | 0.24% | 90 |
|