Forum Financial 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
$311K Buy
997
+137
+16% +$42.7K ﹤0.01% 650
2025
Q1
$256K Buy
860
+53
+7% +$15.8K ﹤0.01% 681
2024
Q4
$222K Buy
807
+5
+0.6% +$1.38K ﹤0.01% 792
2024
Q3
$215K Buy
802
+5
+0.6% +$1.34K ﹤0.01% 687
2024
Q2
$215K Buy
+797
New +$215K ﹤0.01% 643
2022
Q2
Sell
-949
Closed -$203K 662
2022
Q1
$203K Buy
+949
New +$203K 0.01% 565