Appleton Partners’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
$13.3M Sell
42,724
-1,413
-3% -$440K 0.94% 32
2025
Q1
$13.1M Sell
44,137
-44
-0.1% -$13.1K 1.02% 32
2024
Q4
$12.2M Buy
44,181
+261
+0.6% +$71.9K 0.9% 35
2024
Q3
$11.8M Buy
43,920
+90
+0.2% +$24.1K 0.87% 38
2024
Q2
$11.8M Buy
43,830
+1,093
+3% +$295K 0.91% 34
2024
Q1
$10.1M Buy
42,737
+985
+2% +$232K 0.78% 42
2023
Q4
$9.97M Buy
41,752
+19,374
+87% +$4.63M 0.8% 36
2023
Q3
$5.29M Buy
22,378
+714
+3% +$169K 0.47% 68
2023
Q2
$4.9M Buy
+21,664
New +$4.9M 0.41% 71