Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $288K | Sell |
1,047
-2
| -0.2% | -$551 | 0.18% | 117 |
|
|
2024
Q3 | $281K | Buy |
1,049
+4
| +0.4% | +$1.07K | 0.18% | 125 |
|
|
2024
Q2 | $282K | Sell |
1,045
-14
| -1% | -$3.77K | 0.2% | 117 |
|
|
2024
Q1 | $250K | Sell |
1,059
-16
| -1% | -$3.77K | 0.19% | 121 |
|
|
2023
Q4 | $257K | Sell |
1,075
-271
| -20% | -$64.7K | 0.23% | 114 |
|
|
2023
Q3 | $318K | Sell |
1,346
-37
| -3% | -$8.74K | 0.32% | 79 |
|
|
2023
Q2 | $309K | Buy |
1,383
+233
| +20% | +$52K | 0.29% | 84 |
|
|
2023
Q1 | $221K | Sell |
1,150
-200
| -15% | -$38.4K | 0.23% | 113 |
|
|
2022
Q4 | $238K | Buy |
1,350
+72
| +6% | +$12.7K | 0.27% | 103 |
|
|
2022
Q3 | $218K | Buy |
+1,278
| New | +$218K | 0.27% | 105 |
|
|
2022
Q2 | – | Sell |
-1,093
| Closed | -$235K | – | 150 |
|
|
2022
Q1 | $235K | Sell |
1,093
-25
| -2% | -$5.38K | 0.23% | 114 |
|
|
2021
Q4 | $256K | Buy |
+1,118
| New | +$256K | 0.24% | 114 |
|