EP Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $28.3K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $301K | Buy |
|