Portside Wealth Group’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 | $659K | Buy |
2,114
+20
| +1% | +$6.23K | 0.1% | 204 |
|
|
2025
Q1 | $623K | Buy |
2,094
+214
| +11% | +$63.7K | 0.1% | 204 |
|
|
2024
Q4 | $518K | Buy |
1,880
+143
| +8% | +$39.4K | 0.09% | 220 |
|
|
2024
Q3 | $465K | Buy |
1,737
+146
| +9% | +$39.1K | 0.08% | 235 |
|
|
2024
Q2 | $429K | Sell |
1,591
-10
| -0.6% | -$2.7K | 0.08% | 232 |
|
|
2024
Q1 | $377K | Buy |
1,601
+248
| +18% | +$58.5K | 0.07% | 245 |
|
|
2023
Q4 | $323K | Sell |
1,353
-161
| -11% | -$38.5K | 0.06% | 255 |
|
|
2023
Q3 | $358K | Buy |
1,514
+182
| +14% | +$43K | 0.07% | 232 |
|
|
2023
Q2 | $301K | Buy |
+1,332
| New | +$301K | 0.06% | 252 |
|