RSWM
Robertson Stephens Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,548
-22
| -0.9% | -$6.85K | 0.03% | 290 |
|
|
2025
Q1 | $765K | Sell |
2,570
-143
| -5% | -$42.6K | 0.03% | 296 |
|
|
2024
Q4 | $747K | Sell |
2,713
-2,079
| -43% | -$573K | 0.03% | 292 |
|
|
2024
Q3 | $1.28M | Buy |
4,792
+2,036
| +74% | +$546K | 0.05% | 251 |
|
|
2024
Q2 | $743K | Buy |
2,756
+13
| +0.5% | +$3.5K | 0.04% | 269 |
|
|
2024
Q1 | $647K | Sell |
2,743
-312
| -10% | -$73.5K | 0.03% | 296 |
|
|
2023
Q4 | $730K | Sell |
3,055
-61
| -2% | -$14.6K | 0.04% | 254 |
|
|
2023
Q3 | $736K | Sell |
3,116
-40
| -1% | -$9.45K | 0.05% | 247 |
|
|
2023
Q2 | $713K | Sell |
3,156
-1,068
| -25% | -$241K | 0.05% | 230 |
|
|
2023
Q1 | $810K | Sell |
4,224
-245
| -5% | -$47K | 0.06% | 221 |
|
|
2022
Q4 | $788K | Buy |
4,469
+464
| +12% | +$81.9K | 0.08% | 202 |
|
|
2022
Q3 | $682K | Buy |
4,005
+33
| +0.8% | +$5.62K | 0.07% | 185 |
|
|
2022
Q2 | $687K | Hold |
3,972
| – | – | 0.06% | 202 |
|
|
2022
Q1 | $852K | Sell |
3,972
-92
| -2% | -$19.7K | 0.07% | 195 |
|
|
2021
Q4 | $929K | Sell |
4,064
-209
| -5% | -$47.8K | 0.08% | 192 |
|
|
2021
Q3 | $855K | Buy |
4,273
+27
| +0.6% | +$5.4K | 0.1% | 139 |
|
|
2021
Q2 | $741K | Sell |
4,246
-22
| -0.5% | -$3.84K | 0.09% | 164 |
|
|
2021
Q1 | $754K | Sell |
4,268
-1,657
| -28% | -$293K | 0.12% | 133 |
|
|
2020
Q4 | $1.23M | Hold |
5,925
| – | – | 0.26% | 72 |
|
|
2020
Q3 | $1.1M | Buy |
+5,925
| New | +$1.1M | 0.27% | 69 |
|