Evermay 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 | $290K | Hold |
930
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $277K | Hold |
930
| – | – | 0.04% | 165 |
|
|
2024
Q4 | $256K | Sell |
930
-65
| -7% | -$17.9K | 0.04% | 172 |
|
|
2024
Q3 | $267K | Hold |
995
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $268K | Hold |
995
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $235K | Sell |
995
-82
| -8% | -$19.3K | 0.04% | 182 |
|
|
2023
Q4 | $257K | Buy |
1,077
+2
| +0.2% | +$478 | 0.05% | 157 |
|
|
2023
Q3 | $254K | Hold |
1,075
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $243K | Hold |
1,075
| – | – | 0.05% | 156 |
|
|
2023
Q1 | $206K | Hold |
1,075
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $190K | Hold |
1,075
| – | – | 0.04% | 169 |
|
|
2022
Q3 | $183K | Hold |
1,075
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $186K | Hold |
1,075
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $231K | Hold |
1,075
| – | – | 0.04% | 172 |
|
|
2021
Q4 | $246K | Hold |
1,075
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $215K | Hold |
1,075
| – | – | 0.04% | 155 |
|
|
2021
Q2 | $188K | Buy |
+1,075
| New | +$188K | 0.03% | 181 |
|
|
2021
Q1 | – | Sell |
-1,075
| Closed | -$223K | – | 177 |
|
|
2020
Q4 | $223K | Buy |
+1,075
| New | +$223K | 0.05% | 162 |
|