Concord Wealth 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
Q1 | – | Sell |
-3
| Closed | -$826 | – | 979 |
|
|
2024
Q4 | $826 | Hold |
3
| – | – | ﹤0.01% | 820 |
|
|
2024
Q3 | $804 | Buy |
+3
| New | +$804 | ﹤0.01% | 856 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1400 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1273 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1109 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 969 |
|