Loring Wolcott & Coolidge Fiduciary Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $76.1K | Hold |
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|
2023
Q2 | $74.8K | Hold |
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|
2023
Q1 | $63.5K | Sell |
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|
2022
Q4 | $62.8K | Hold |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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