Gitterman 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 | $239K | Buy |
+766
| New | +$239K | 0.06% | 111 |
|
|
2024
Q1 | – | Sell |
-1,747
| Closed | -$418K | – | 113 |
|
|
2023
Q4 | $418K | Sell |
1,747
-189
| -10% | -$45.2K | 0.19% | 29 |
|
|
2023
Q3 | $458K | Buy |
+1,936
| New | +$458K | 0.22% | 22 |
|
|
2021
Q4 | – | Sell |
-1,218
| Closed | -$244K | – | 108 |
|
|
2021
Q3 | $244K | Buy |
+1,218
| New | +$244K | 0.2% | 56 |
|