GeoWealth 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 | $258K | Sell |
829
-295
| -26% | -$91.9K | 0.01% | 586 |
|
|
2025
Q1 | $335K | Sell |
1,124
-95
| -8% | -$28.3K | 0.01% | 517 |
|
|
2024
Q4 | $336K | Sell |
1,219
-32
| -3% | -$8.81K | 0.01% | 594 |
|
|
2024
Q3 | $335K | Sell |
1,251
-60
| -5% | -$16.1K | 0.01% | 576 |
|
|
2024
Q2 | $353K | Buy |
1,311
+248
| +23% | +$66.8K | 0.02% | 537 |
|
|
2024
Q1 | $251K | Buy |
+1,063
| New | +$251K | 0.01% | 615 |
|