HB 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
$2.87M Buy
9,220
+220
+2% +$68.5K 0.02% 298
2025
Q1
$2.68M Buy
9,000
+5,802
+181% +$1.73M 0.02% 319
2024
Q4
$881K Buy
3,198
+191
+6% +$52.6K 0.01% 434
2024
Q3
$806K Buy
3,007
+167
+6% +$44.7K 0.01% 438
2024
Q2
$766K Buy
2,840
+416
+17% +$112K 0.01% 426
2024
Q1
$571K Buy
2,424
+172
+8% +$40.5K 0.01% 458
2023
Q4
$538K Buy
2,252
+148
+7% +$35.4K 0.01% 434
2023
Q3
$497K Buy
2,104
+302
+17% +$71.3K 0.01% 427
2023
Q2
$407K Buy
1,802
+145
+9% +$32.8K 0.01% 468
2023
Q1
$318K Buy
1,657
+191
+13% +$36.6K 0.01% 520
2022
Q4
$259K Buy
1,466
+112
+8% +$19.8K ﹤0.01% 559
2022
Q3
$231K Buy
+1,354
New +$231K ﹤0.01% 505
2022
Q2
Sell
-1,263
Closed -$271K 625
2022
Q1
$271K Buy
1,263
+278
+28% +$59.7K 0.01% 474
2021
Q4
$225K Buy
+985
New +$225K ﹤0.01% 464