IHT 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 | $496K | Sell |
1,592
-37
| -2% | -$11.5K | 0.01% | 703 |
|
|
2025
Q1 | $490K | Sell |
1,629
-56
| -3% | -$16.8K | 0.02% | 679 |
|
|
2024
Q4 | $464K | Sell |
1,685
-714
| -30% | -$197K | 0.02% | 708 |
|
|
2024
Q3 | $649K | Buy |
2,399
+880
| +58% | +$238K | 0.02% | 641 |
|
|
2024
Q2 | $407K | Buy |
1,519
+36
| +2% | +$9.65K | 0.02% | 694 |
|
|
2024
Q1 | $350K | Sell |
1,483
-34
| -2% | -$8.01K | 0.01% | 745 |
|
|
2023
Q4 | $362K | Buy |
+1,517
| New | +$362K | 0.02% | 697 |
|
|
2023
Q2 | – | Sell |
-1,360
| Closed | -$261K | – | 1028 |
|
|
2023
Q1 | $261K | Buy |
+1,360
| New | +$261K | 0.01% | 745 |
|
|
2022
Q4 | – | Sell |
-1,357
| Closed | -$231K | – | 945 |
|
|
2022
Q3 | $231K | Buy |
+1,357
| New | +$231K | 0.02% | 725 |
|
|
2018
Q2 | – | Sell |
-661
| Closed | -$67K | – | 1351 |
|
|
2018
Q1 | $67K | Buy |
661
+33
| +5% | +$3.35K | 0.02% | 595 |
|
|
2017
Q4 | $61K | Hold |
628
| – | – | 0.02% | 635 |
|
|
2017
Q3 | $52K | Buy |
+628
| New | +$52K | 0.02% | 515 |
|