Perigon 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 | $463K | Buy |
1,485
+657
| +79% | +$205K | 0.01% | 688 |
|
|
2025
Q1 | $246K | Buy |
828
+25
| +3% | +$7.44K | 0.01% | 885 |
|
|
2024
Q4 | $224K | Buy |
803
+55
| +7% | +$15.3K | 0.01% | 921 |
|
|
2024
Q3 | $200K | Buy |
+748
| New | +$200K | 0.01% | 937 |
|
|
2021
Q1 | – | Sell |
-205
| Closed | -$43K | – | 1014 |
|
|
2020
Q4 | $43K | Buy |
+205
| New | +$43K | 0.01% | 789 |
|
|
2017
Q3 | – | Sell |
-1,763
| Closed | -$149K | – | 718 |
|
|
2017
Q2 | $149K | Buy |
1,763
+669
| +61% | +$56.5K | 0.03% | 264 |
|
|
2017
Q1 | $89K | Hold |
1,094
| – | – | 0.02% | 319 |
|
|
2016
Q4 | $92K | Buy |
+1,094
| New | +$92K | 0.02% | 296 |
|