Douglass Winthrop Advisors’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 | $3.97M | Sell |
12,737
-538
| -4% | -$168K | 0.07% | 84 |
|
2025
Q1 | $3.95M | Buy |
13,275
+72
| +0.5% | +$21.4K | 0.08% | 81 |
|
2024
Q4 | $3.64M | Buy |
13,203
+463
| +4% | +$128K | 0.07% | 86 |
|
2024
Q3 | $3.41M | Buy |
12,740
+2,200
| +21% | +$590K | 0.07% | 87 |
|
2024
Q2 | $2.84M | Buy |
+10,540
| New | +$2.84M | 0.06% | 86 |
|
2019
Q1 | – | Sell |
-2,957
| Closed | -$322K | – | 251 |
|
2018
Q4 | $322K | Hold |
2,957
| – | – | 0.02% | 197 |
|
2018
Q3 | $356K | Sell |
2,957
-10
| -0.3% | -$1.2K | 0.02% | 204 |
|
2018
Q2 | $319K | Hold |
2,967
| – | – | 0.01% | 229 |
|
2018
Q1 | $309K | Hold |
2,967
| – | – | 0.02% | 233 |
|
2017
Q4 | $285K | Sell |
2,967
-201
| -6% | -$19.3K | 0.02% | 207 |
|
2017
Q3 | $264K | Sell |
3,168
-90
| -3% | -$7.5K | 0.02% | 220 |
|
2017
Q2 | $275K | Sell |
3,258
-100
| -3% | -$8.44K | 0.02% | 215 |
|
2017
Q1 | $272K | Buy |
3,358
+90
| +3% | +$7.29K | 0.02% | 209 |
|
2016
Q4 | $265K | Hold |
3,268
| – | – | 0.02% | 204 |
|
2016
Q3 | $266K | Buy |
3,268
+211
| +7% | +$17.2K | 0.02% | 212 |
|
2016
Q2 | $248K | Sell |
3,057
-1,211
| -28% | -$98.2K | 0.02% | 212 |
|
2016
Q1 | $341K | Sell |
4,268
-192,534
| -98% | -$15.4M | 0.02% | 179 |
|
2015
Q4 | $15.1M | Buy |
196,802
+7,193
| +4% | +$553K | 1.12% | 31 |
|
2015
Q3 | $14M | Buy |
189,609
+7,364
| +4% | +$544K | 1.1% | 33 |
|
2015
Q2 | $13M | Hold |
182,245
| – | – | 1.01% | 32 |
|
2015
Q1 | $13M | Buy |
182,245
+6,650
| +4% | +$475K | 1.01% | 32 |
|
2014
Q4 | $11.2M | Buy |
175,595
+2,410
| +1% | +$154K | 1% | 35 |
|
2014
Q3 | $10.5M | Buy |
173,185
+455
| +0.3% | +$27.7K | 0.97% | 35 |
|
2014
Q2 | $10.4M | Buy |
172,730
+4,190
| +2% | +$251K | 0.95% | 36 |
|
2014
Q1 | $10.1M | Buy |
168,540
+11,740
| +7% | +$704K | 1% | 34 |
|
2013
Q4 | $10.3M | Buy |
156,800
+4,740
| +3% | +$312K | 1.07% | 33 |
|
2013
Q3 | $9.88M | Buy |
152,060
+3,005
| +2% | +$195K | 1.15% | 33 |
|
2013
Q2 | $8.9M | Buy |
+149,055
| New | +$8.9M | 1.08% | 34 |
|