Marks Group 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 | $3.66M | Sell |
11,762
-49
| -0.4% | -$15.3K | 0.34% | 92 |
|
|
2025
Q1 | $3.52M | Buy |
11,811
+238
| +2% | +$70.8K | 0.34% | 93 |
|
|
2024
Q4 | $3.19M | Buy |
11,573
+151
| +1% | +$41.6K | 0.31% | 94 |
|
|
2024
Q3 | $3.06M | Sell |
11,422
-4,393
| -28% | -$1.18M | 0.29% | 98 |
|
|
2024
Q2 | $4.26M | Buy |
15,815
+328
| +2% | +$88.4K | 0.45% | 79 |
|
|
2024
Q1 | $3.65M | Buy |
15,487
+545
| +4% | +$128K | 0.38% | 85 |
|
|
2023
Q4 | $3.57M | Buy |
14,942
+170
| +1% | +$40.6K | 0.41% | 85 |
|
|
2023
Q3 | $3.49M | Sell |
14,772
-302
| -2% | -$71.3K | 0.43% | 84 |
|
|
2023
Q2 | $3.41M | Sell |
15,074
-176
| -1% | -$39.8K | 0.41% | 89 |
|
|
2023
Q1 | $2.93M | Buy |
15,250
+116
| +0.8% | +$22.3K | 0.37% | 92 |
|
|
2022
Q4 | $2.67M | Sell |
15,134
-15
| -0.1% | -$2.65K | 0.36% | 93 |
|
|
2022
Q3 | $2.58M | Sell |
15,149
-20,942
| -58% | -$3.57M | 0.39% | 91 |
|
|
2022
Q2 | $6.25M | Buy |
36,091
+996
| +3% | +$172K | 0.9% | 22 |
|
|
2022
Q1 | $7.53M | Buy |
35,095
+3,157
| +10% | +$678K | 0.95% | 17 |
|
|
2021
Q4 | $7.31M | Buy |
31,938
+526
| +2% | +$120K | 0.89% | 18 |
|
|
2021
Q3 | $6.28M | Buy |
31,412
+348
| +1% | +$69.5K | 0.85% | 30 |
|
|
2021
Q2 | $5.43M | Buy |
31,064
+909
| +3% | +$159K | 0.74% | 64 |
|
|
2021
Q1 | $5.32M | Buy |
30,155
+8,143
| +37% | +$1.44M | 0.79% | 54 |
|
|
2020
Q4 | $4.57M | Buy |
22,012
+1,276
| +6% | +$265K | 0.71% | 62 |
|
|
2020
Q3 | $3.84M | Buy |
20,736
+959
| +5% | +$178K | 0.69% | 66 |
|
|
2020
Q2 | $3.37M | Buy |
19,777
+1,311
| +7% | +$223K | 0.68% | 69 |
|
|
2020
Q1 | $2.58M | Sell |
18,466
-49
| -0.3% | -$6.84K | 0.67% | 74 |
|
|
2019
Q4 | $2.77M | Buy |
+18,515
| New | +$2.77M | 0.54% | 90 |
|