Simplicity Wealth’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-929
| Closed | -$256K | – | 607 |
|
|
2024
Q4 | $256K | Sell |
929
-796
| -46% | -$219K | 0.05% | 258 |
|
|
2024
Q3 | $462K | Sell |
1,725
-3,711
| -68% | -$994K | 0.04% | 309 |
|
|
2024
Q2 | $1.47M | Buy |
5,436
+489
| +10% | +$132K | 0.03% | 422 |
|
|
2024
Q1 | $1.17M | Buy |
+4,947
| New | +$1.17M | 0.03% | 475 |
|