Dynasty 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
$896K Buy
2,875
+374
+15% +$116K 0.02% 138
2025
Q1
$744K Sell
2,501
-308
-11% -$91.7K 0.01% 171
2024
Q4
$774K Sell
2,809
-96
-3% -$26.4K 0.01% 169
2024
Q3
$778K Sell
2,905
-279
-9% -$74.8K 0.02% 151
2024
Q2
$858K Buy
3,184
+55
+2% +$14.8K 0.03% 145
2024
Q1
$738K Buy
+3,129
New +$738K 0.02% 149