Crestmont Private Wealth’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 | $699K | Buy |
2,245
+207
| +10% | +$64.5K | 0.25% | 29 |
|
|
2025
Q1 | $607K | Buy |
2,038
+321
| +19% | +$95.5K | 0.26% | 32 |
|
|
2024
Q4 | $473K | Buy |
1,717
+61
| +4% | +$16.8K | 0.21% | 36 |
|
|
2024
Q3 | $444K | Buy |
1,656
+98
| +6% | +$26.3K | 0.19% | 39 |
|
|
2024
Q2 | $420K | Sell |
1,558
-40
| -3% | -$10.8K | 0.2% | 34 |
|
|
2024
Q1 | $377K | Buy |
1,598
+218
| +16% | +$51.4K | 0.19% | 41 |
|
|
2023
Q4 | $330K | Sell |
1,380
-27
| -2% | -$6.45K | 0.17% | 33 |
|
|
2023
Q3 | $332K | Sell |
1,407
-371
| -21% | -$87.6K | 0.2% | 25 |
|
|
2023
Q2 | $402K | Buy |
1,778
+174
| +11% | +$39.3K | 0.24% | 27 |
|
|
2023
Q1 | $308K | Buy |
1,604
+228
| +17% | +$43.7K | 0.2% | 32 |
|
|
2022
Q4 | $243K | Buy |
+1,376
| New | +$243K | 0.17% | 41 |
|