SVB 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
Q2 | $1.67M | Buy |
5,362
+860
| +19% | +$268K | 0.09% | 171 |
|
|
2025
Q1 | $1.34M | Sell |
4,502
-527
| -10% | -$157K | 0.06% | 134 |
|
|
2024
Q4 | $1.39M | Buy |
+5,029
| New | +$1.39M | 0.03% | 267 |
|
|
2024
Q3 | – | Sell |
-5,027
| Closed | -$1.36M | – | 603 |
|
|
2024
Q2 | $1.36M | Buy |
5,027
+86
| +2% | +$23.2K | 0.03% | 268 |
|
|
2024
Q1 | $1.16M | Sell |
4,941
-219
| -4% | -$51.6K | 0.03% | 319 |
|
|
2023
Q4 | $1.23M | Buy |
5,160
+414
| +9% | +$98.9K | 0.03% | 306 |
|
|
2023
Q3 | $1.12M | Buy |
4,746
+213
| +5% | +$50.3K | 0.02% | 301 |
|
|
2023
Q2 | $1.02M | Buy |
4,533
+1,754
| +63% | +$396K | 0.02% | 338 |
|
|
2023
Q1 | $533K | Buy |
2,779
+680
| +32% | +$130K | 0.01% | 523 |
|
|
2022
Q4 | $370K | Sell |
2,099
-2,820
| -57% | -$498K | 0.01% | 654 |
|
|
2022
Q3 | $839K | Buy |
+4,919
| New | +$839K | 0.01% | 404 |
|
|
2022
Q2 | – | Sell |
-1,319
| Closed | -$283K | – | 856 |
|
|
2022
Q1 | $283K | Buy |
+1,319
| New | +$283K | ﹤0.01% | 602 |
|