EWM
Evercore Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
2,260
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $673K | Sell |
2,260
-11
| -0.5% | -$3.27K | 0.01% | 247 |
|
|
2024
Q4 | $626K | Buy |
2,271
+1
| +0% | +$275 | 0.01% | 253 |
|
|
2024
Q3 | $608K | Hold |
2,270
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $612K | Hold |
2,270
| – | – | 0.01% | 261 |
|
|
2024
Q1 | $535K | Sell |
2,270
-12
| -0.5% | -$2.83K | 0.01% | 273 |
|
|
2023
Q4 | $545K | Sell |
2,282
-117
| -5% | -$27.9K | 0.01% | 271 |
|
|
2023
Q3 | $567K | Buy |
2,399
+117
| +5% | +$27.6K | 0.01% | 259 |
|
|
2023
Q2 | $516K | Sell |
2,282
-300
| -12% | -$67.8K | 0.01% | 276 |
|
|
2023
Q1 | $495K | Hold |
2,582
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $456K | Buy |
2,582
+22
| +0.9% | +$3.88K | 0.01% | 278 |
|
|
2022
Q3 | $437K | Hold |
2,560
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $443K | Hold |
2,560
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $549K | Hold |
2,560
| – | – | 0.01% | 270 |
|
|
2021
Q4 | $586K | Hold |
2,560
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $513K | Hold |
2,560
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $447K | Sell |
2,560
-15
| -0.6% | -$2.62K | 0.01% | 305 |
|
|
2021
Q1 | $455K | Sell |
2,575
-95
| -4% | -$16.8K | 0.01% | 307 |
|
|
2020
Q4 | $554K | Buy |
2,670
+104
| +4% | +$21.6K | 0.01% | 274 |
|
|
2020
Q3 | $476K | Buy |
2,566
+6
| +0.2% | +$1.11K | 0.01% | 271 |
|
|
2020
Q2 | $436K | Hold |
2,560
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $357K | Sell |
2,560
-200
| -7% | -$27.9K | 0.01% | 273 |
|
|
2019
Q4 | $412K | Buy |
2,760
+1,200
| +77% | +$179K | 0.01% | 306 |
|
|
2019
Q3 | $247K | Sell |
1,560
-40
| -3% | -$6.33K | 0.01% | 361 |
|
|
2019
Q2 | $234K | Hold |
1,600
| – | – | 0.01% | 375 |
|
|
2019
Q1 | $213K | Buy |
+1,600
| New | +$213K | 0.01% | 389 |
|
|
2018
Q1 | – | Sell |
-505
| Closed | -$48K | – | 786 |
|
|
2017
Q4 | $48K | Buy |
+505
| New | +$48K | ﹤0.01% | 590 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$4K | – | 952 |
|
|
2017
Q2 | $4K | Sell |
50
-505
| -91% | -$40.4K | ﹤0.01% | 913 |
|
|
2017
Q1 | $45K | Sell |
555
-680
| -55% | -$55.1K | ﹤0.01% | 619 |
|
|
2016
Q4 | $100K | Hold |
1,235
| – | – | ﹤0.01% | 496 |
|
|
2016
Q3 | $100K | Sell |
1,235
-110
| -8% | -$8.91K | ﹤0.01% | 482 |
|
|
2016
Q2 | $109K | Sell |
1,345
-405
| -23% | -$32.8K | ﹤0.01% | 448 |
|
|
2016
Q1 | $139K | Buy |
1,750
+50
| +3% | +$3.97K | 0.01% | 412 |
|
|
2015
Q4 | $131K | Buy |
1,700
+1,295
| +320% | +$99.8K | 0.01% | 444 |
|
|
2015
Q3 | $30K | Hold |
405
| – | – | ﹤0.01% | 672 |
|
|
2015
Q2 | $29K | Hold |
405
| – | – | ﹤0.01% | 726 |
|
|
2015
Q1 | $29K | Buy |
405
+68
| +20% | +$4.87K | ﹤0.01% | 725 |
|
|
2014
Q4 | $22K | Sell |
337
-199
| -37% | -$13K | ﹤0.01% | 659 |
|
|
2014
Q3 | $33K | Hold |
536
| – | – | ﹤0.01% | 671 |
|
|
2014
Q2 | $32K | Buy |
+536
| New | +$32K | ﹤0.01% | 670 |
|