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 |
|