Spire 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
$227K Sell
730
-1,572
-68% -$490K 0.01% 729
2025
Q1
$685K Buy
2,302
+957
+71% +$285K 0.02% 489
2024
Q4
$370K Buy
1,345
+3
+0.2% +$826 0.01% 651
2024
Q3
$360K Sell
1,342
-14
-1% -$3.75K 0.01% 596
2024
Q2
$366K Sell
1,356
-25
-2% -$6.74K 0.01% 555
2024
Q1
$326K Sell
1,381
-250
-15% -$59K 0.01% 639
2023
Q4
$392K Sell
1,631
-36
-2% -$8.65K 0.01% 577
2023
Q3
$394K Buy
1,667
+5
+0.3% +$1.18K 0.02% 528
2023
Q2
$376K Sell
1,662
-73
-4% -$16.5K 0.01% 561
2023
Q1
$333K Buy
1,735
+492
+40% +$94.4K 0.01% 592
2022
Q4
$219K Buy
1,243
+64
+5% +$11.3K 0.01% 534
2022
Q3
$201K Sell
1,179
-523
-31% -$89.2K 0.01% 531
2022
Q2
$295K Sell
1,702
-878
-34% -$152K 0.01% 640
2022
Q1
$554K Sell
2,580
-2,856
-53% -$613K 0.01% 542
2021
Q4
$1.24M Buy
5,436
+2,141
+65% +$490K 0.03% 409
2021
Q3
$660K Sell
3,295
-3
-0.1% -$601 0.02% 518
2021
Q2
$576K Sell
3,298
-551
-14% -$96.2K 0.02% 573
2021
Q1
$685K Buy
+3,849
New +$685K 0.02% 566