Thrive 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
$948K Sell
3,042
-57
-2% -$17.8K 0.15% 82
2025
Q1
$922K Sell
3,099
-423
-12% -$126K 0.18% 76
2024
Q4
$970K Sell
3,522
-61
-2% -$16.8K 0.17% 69
2024
Q3
$960K Sell
3,583
-24
-0.7% -$6.43K 0.18% 72
2024
Q2
$972K Sell
3,607
-7
-0.2% -$1.89K 0.19% 65
2024
Q1
$852K Sell
3,614
-99
-3% -$23.3K 0.18% 72
2023
Q4
$887K Buy
3,713
+15
+0.4% +$3.58K 0.2% 68
2023
Q3
$874K Sell
3,698
-39
-1% -$9.21K 0.23% 58
2023
Q2
$845K Sell
3,737
-624
-14% -$141K 0.22% 64
2023
Q1
$837K Buy
4,361
+597
+16% +$115K 0.21% 62
2022
Q4
$664K Buy
3,764
+63
+2% +$11.1K 0.19% 70
2022
Q3
$631K Buy
3,701
+740
+25% +$126K 0.22% 63
2022
Q2
$513K Buy
2,961
+794
+37% +$138K 0.18% 75
2022
Q1
$465K Sell
2,167
-106
-5% -$22.7K 0.14% 89
2021
Q4
$520K Buy
+2,273
New +$520K 0.18% 66