Baker Tilly 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 | $343K | Buy |
1,101
+14
| +1% | +$4.36K | 0.12% | 173 |
|
|
2025
Q1 | $324K | Buy |
1,087
+13
| +1% | +$3.87K | 0.13% | 175 |
|
|
2024
Q4 | $296K | Sell |
1,074
-6
| -0.6% | -$1.65K | 0.12% | 190 |
|
|
2024
Q3 | $289K | Buy |
1,080
+23
| +2% | +$6.16K | 0.13% | 182 |
|
|
2024
Q2 | $285K | Sell |
1,057
-196
| -16% | -$52.8K | 0.12% | 205 |
|
|
2024
Q1 | $295K | Buy |
1,253
+62
| +5% | +$14.6K | 0.05% | 348 |
|
|
2023
Q4 | $284K | Sell |
1,191
-230
| -16% | -$54.9K | 0.05% | 392 |
|
|
2023
Q3 | $336K | Sell |
1,421
-1,576
| -53% | -$372K | 0.06% | 344 |
|
|
2023
Q2 | $677K | Buy |
2,997
+95
| +3% | +$21.5K | 0.07% | 272 |
|
|
2023
Q1 | $557K | Buy |
2,902
+97
| +3% | +$18.6K | 0.06% | 305 |
|
|
2022
Q4 | $495K | Buy |
2,805
+516
| +23% | +$91K | 0.06% | 326 |
|
|
2022
Q3 | $390K | Sell |
2,289
-83
| -3% | -$14.1K | 0.05% | 359 |
|
|
2022
Q2 | $411K | Buy |
2,372
+373
| +19% | +$64.6K | 0.05% | 355 |
|
|
2022
Q1 | $429K | Buy |
1,999
+421
| +27% | +$90.4K | 0.05% | 378 |
|
|
2021
Q4 | $361K | Buy |
1,578
+405
| +35% | +$92.7K | 0.04% | 407 |
|
|
2021
Q3 | $235K | Buy |
+1,173
| New | +$235K | 0.03% | 458 |
|