Integrated Wealth Concepts’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
$1.09M Sell
3,498
-598
-15% -$186K 0.01% 872
2025
Q1
$1.22M Sell
4,096
-2,116
-34% -$630K 0.01% 747
2024
Q4
$1.71M Buy
6,212
+2,031
+49% +$559K 0.02% 615
2024
Q3
$1.12M Buy
4,181
+4
+0.1% +$1.07K 0.01% 750
2024
Q2
$1.13M Buy
4,177
+52
+1% +$14K 0.02% 705
2024
Q1
$972K Buy
4,125
+98
+2% +$23.1K 0.01% 764
2023
Q4
$962K Sell
4,027
-1,262
-24% -$302K 0.02% 737
2023
Q3
$1.25M Buy
5,289
+35
+0.7% +$8.27K 0.02% 603
2023
Q2
$1.19M Buy
5,254
+3,918
+293% +$886K 0.02% 611
2023
Q1
$256K Buy
+1,336
New +$256K 0.01% 1131