Pathstone Family Office’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.29M | Buy |
9,693
+4,257
| +78% | +$1.01M | 0.02% | 447 |
|
|
2023
Q2 | $1.21M | Buy |
5,436
+3,921
| +259% | +$875K | 0.02% | 420 |
|
|
2023
Q1 | $289K | Sell |
1,515
-6,921
| -82% | -$1.32M | ﹤0.01% | 925 |
|
|
2022
Q4 | $1.74M | Buy |
8,436
+2,239
| +36% | +$461K | 0.01% | 545 |
|
|
2022
Q3 | $1.06M | Buy |
6,197
+4,636
| +297% | +$789K | 0.01% | 700 |
|
|
2022
Q2 | $270K | Buy |
1,561
+99
| +7% | +$17.1K | 0.01% | 840 |
|
|
2022
Q1 | $314K | Sell |
1,462
-4,490
| -75% | -$964K | 0.01% | 729 |
|
|
2021
Q4 | $1.36M | Buy |
5,952
+3,548
| +148% | +$812K | 0.03% | 256 |
|
|
2021
Q3 | $482K | Buy |
2,404
+1,167
| +94% | +$234K | 0.01% | 529 |
|
|
2021
Q2 | $216K | Buy |
+1,237
| New | +$216K | 0.01% | 749 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$7K | – | 1313 |
|
|
2020
Q4 | $7K | Buy |
+33
| New | +$7K | ﹤0.01% | 913 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$5K | – | 902 |
|
|
2019
Q1 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 609 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$7K | – | 336 |
|
|
2018
Q1 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 257 |
|
|
2017
Q2 | – | Sell |
-14
| Closed | -$1K | – | 642 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 529 |
|