Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.47M | Buy |
6,256
+662
| +12% | +$156K | 0.62% | 54 |
|
|
2023
Q4 | $1.34M | Buy |
5,594
+97
| +2% | +$23.2K | 0.63% | 55 |
|
|
2023
Q3 | $1.3M | Buy |
5,497
+230
| +4% | +$54.3K | 0.7% | 52 |
|
|
2023
Q2 | $1.19M | Buy |
5,267
+467
| +10% | +$106K | 0.63% | 61 |
|
|
2023
Q1 | $921K | Buy |
4,800
+191
| +4% | +$36.6K | 0.55% | 65 |
|
|
2022
Q4 | $813K | Buy |
4,609
+243
| +6% | +$42.9K | 0.38% | 64 |
|
|
2022
Q3 | $745K | Buy |
4,366
+203
| +5% | +$34.6K | 0.54% | 59 |
|
|
2022
Q2 | $721K | Buy |
4,163
+125
| +3% | +$21.6K | 0.49% | 67 |
|
|
2022
Q1 | $867K | Sell |
4,038
-474
| -11% | -$102K | 0.5% | 67 |
|
|
2021
Q4 | $1.03M | Sell |
4,512
-1,851
| -29% | -$423K | 0.58% | 55 |
|
|
2021
Q3 | $1.27M | Sell |
6,363
-965
| -13% | -$193K | 0.78% | 41 |
|
|
2021
Q2 | $1.28M | Buy |
7,328
+214
| +3% | +$37.4K | 0.79% | 42 |
|
|
2021
Q1 | $1.26M | Buy |
7,114
+57
| +0.8% | +$10.1K | 0.8% | 39 |
|
|
2020
Q4 | $1.47M | Sell |
7,057
-94
| -1% | -$19.5K | 1.04% | 29 |
|
|
2020
Q3 | $1.33M | Sell |
7,151
-102
| -1% | -$18.9K | 1.04% | 28 |
|
|
2020
Q2 | $1.23M | Hold |
7,253
| – | – | 0.99% | 31 |
|
|
2020
Q1 | $1.01M | Buy |
7,253
+88
| +1% | +$12.3K | 0.93% | 29 |
|
|
2019
Q4 | $1.07M | Buy |
+7,165
| New | +$1.07M | 0.82% | 35 |
|