EP Wealth 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 | $6.36M | Buy |
+20,430
| New | +$6.36M | 0.04% | 233 |
|
|
2024
Q2 | – | Sell |
-1,729
| Closed | -$408K | – | 892 |
|
|
2024
Q1 | $408K | Buy |
1,729
+29
| +2% | +$6.84K | ﹤0.01% | 563 |
|
|
2023
Q4 | $406K | Sell |
1,700
-254
| -13% | -$60.7K | 0.01% | 540 |
|
|
2023
Q3 | $462K | Sell |
1,954
-22,257
| -92% | -$5.26M | 0.01% | 474 |
|
|
2023
Q2 | $462K | Sell |
24,211
-7,258
| -23% | -$139K | 0.01% | 482 |
|
|
2023
Q1 | $28.3K | Buy |
31,469
+29,631
| +1,612% | +$26.6K | ﹤0.01% | 614 |
|
|
2022
Q4 | $324K | Buy |
+1,838
| New | +$324K | 0.01% | 458 |
|
|
2022
Q3 | – | Sell |
-5,984
| Closed | -$1.04M | – | 643 |
|
|
2022
Q2 | $1.04M | Buy |
5,984
+3,325
| +125% | +$576K | 0.02% | 253 |
|
|
2022
Q1 | $571K | Buy |
2,659
+947
| +55% | +$203K | 0.01% | 356 |
|
|
2021
Q4 | $392K | Buy |
1,712
+4
| +0.2% | +$916 | 0.01% | 408 |
|
|
2021
Q3 | $342K | Buy |
+1,708
| New | +$342K | 0.01% | 408 |
|
|
2021
Q2 | – | Sell |
-1,703
| Closed | -$301K | – | 552 |
|
|
2021
Q1 | $301K | Buy |
+1,703
| New | +$301K | 0.01% | 405 |
|