Pinnacle Wealth Planning Services’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 | $235K | Buy |
754
+70
| +10% | +$21.8K | 0.03% | 374 |
|
|
2025
Q1 | $204K | Buy |
+684
| New | +$204K | 0.03% | 363 |
|
|
2024
Q4 | – | Sell |
-832
| Closed | -$223K | – | 560 |
|
|
2024
Q3 | $223K | Sell |
832
-18
| -2% | -$4.82K | 0.03% | 421 |
|
|
2024
Q2 | $229K | Hold |
850
| – | – | 0.03% | 372 |
|
|
2024
Q1 | $200K | Sell |
850
-1
| -0.1% | -$236 | 0.03% | 435 |
|
|
2023
Q4 | $203K | Sell |
851
-1
| -0.1% | -$239 | 0.03% | 405 |
|
|
2023
Q3 | $201K | Buy |
+852
| New | +$201K | 0.03% | 370 |
|
|
2021
Q1 | – | Sell |
-573
| Closed | -$119K | – | 1899 |
|
|
2020
Q4 | $119K | Buy |
+573
| New | +$119K | 0.03% | 406 |
|