Marcum Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $202K | Buy |
+679
| New | +$202K | 0.02% | 367 |
|
|
2023
Q4 | – | Sell |
-864
| Closed | -$204K | – | 400 |
|
|
2023
Q3 | $204K | Sell |
864
-47
| -5% | -$11.1K | 0.02% | 315 |
|
|
2023
Q2 | $206K | Buy |
+911
| New | +$206K | 0.02% | 329 |
|
|
2022
Q2 | – | Sell |
-934
| Closed | -$200K | – | 421 |
|
|
2022
Q1 | $200K | Buy |
+934
| New | +$200K | 0.03% | 320 |
|